Method Community

In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method.  Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment' thanks, Rolf

[quote user="Blake C"]Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?[/quote] The only suggestion I can provide for you on this is to look at adding a second detail report to get access to the data you need.  I've got 2 ...

[quote user="Rolf"]This does beg the question of why would one assign a user more than one role, as the higher always trumps anyway?[/quote] I can't think of a reason why you would double up role assignment but I'm sure there's a use case out there.  I think the lesson for roles is to carefully plan them out before you ...

[quote user="bobbie56"]Where is the "session" you are talking about?[/quote] Value from session is available as an option when updating any value in Method.  For example, Enter Value Into Field On Screen will allow you to select value from session as an option in the dropdown: ~C

Hi Chad, Thanks for the detailed explanation of this. I had misunderstood how it worked, assuming that higher roles let you see more, but that isn't always the case, and probably for good reason sometimes, lol.   This does beg the question of why  would one assign a user more than one role, as the higher always trumps ...

Hi Rolf, Just wanted to reply to your post above on roles... [quote user="Rolf"]what I'm finding is that the 'override' part doesn't seem to work, and that users can only view buttons at their highest access level.[/quote] There might be some confusion on the Roles that can view area - have a look at my ...

Hi Chad, Thanks for the quick response.  This may be a really simple question but - Where is the "session" you are talking about?  Thanks again. Bobbie

[quote user="bobbie56"]How do you know which is the active screen so that you can make the necessary changes to it?[/quote] You can get the current tab and tab link from the value from session - this will display the name of the tab link you're on. Is this what you were looking for? ~C

[quote user="LaCrews"]Does anybody know what this conflict means?[/quote] Hi Mark, If you Google "is placed in the request in incorrect order" you should get a few hits to help you out on this one.  Possible causes are:  Debits are listed before credits or vice versa, You're modifying the same lines ...

Hi RichS, [quote user="RichS"]Hello, Just started practice runs today.[/quote] First up, welcome to Method! [quote user="RichS"]I need to remove the quantity and cost columns from the estimate and invoice forms.[/quote] You'll need to make a copy of the QuickBooks_Invoice screen but I recommend reviewing our intro ...