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I have a listing of all open Purchase Order Lines, listing Qty Ordered & Qty Received. I'm trying to set a filter to display only rows where the Qty Received value is less than the Quantity Ordered. It's simply not working at all. I've also tried filtering only listings where the Qty Ordered != Qty Received, and it's still ...

I deleted the field from the screen and recreated it. Looks like I had some actions applied to it previously that were messing with the results. Looks like everything is working perfectly now! Thanks a million. Charles

Hi Ben, Looks like we're almost there... one issue I'm having now, the only fields that appear to be editable are QTY ORD / QTY REC'D... two fields I do not wish to be editable. The one field that I want the users to be able to edit, the added field ItemStatusNotes, is throwing an error when clicked: Action Sequence:1 Unable ...

Can't believe I missed that! Well, I changed the setting, but no 'Edit' link or button is showing up anywhere.

I have a custom grid setup for open purchase order lines, and we've hired someone to maintain up-to-date status on all items that we have on order. The grid displays the standard stuff... item #, purchase order #, qty ordered, qty received, et al. I have added a new field in the PurchaseOrderLine table called ItemStatusNotes, and have added ...

Adam, this was exactly what I was looking for. I ended up having to create new fields linked to the item table, along with the PO data. Thank you for your help on this. Best, Charles

We are brand new to Method CRM. I am a developer, so shouldn't have too much trouble with a little good direction here. The screen I am trying to create is pretty straightforward... a listing of all OPEN items on purchase orders, with searchable column fields for: MFR PART # (manufacturer's part number), ITEM CODE (item name), and ...