Method Community

Yes Chad, I have tested this on my system and I do indeed have a discount calculated based on the subtotal line. Thanks, ~V

[quote user="viret56"]Is there any way you could get the Discount line Item to work on the Subtotal line item also?[/quote] It does now... Even though the subtotal line has the total in the rate column, it works as it should when a discount line is applied.   Is this what you're looking for? ~C

[quote user="dottie"]I tried various scenarios but nothing worked.[/quote] Have a look at my screenshot here to see how I've done this: These are my actions on the job of customer dropdown and I'll explain each action below.  You'll need to do the customization on your own but this should help you get there. For ...

Chad, I was causing my own problem.  The users of the system wanted to insert line in the middle of the list, as QuickBooks allows.  Since Method only allows adding lines to the end of the list, I tried adding a sort column to the grid (n both the Estimate and Sales Order screens).  This works well enough for ordering the line ...

The EstimateLine Grid on the Estimates screen currently behaves as do all grids when requesting to add lines (rows).  The lines must be added to the end of the list.  The order of the lines, as they are added, is reflected in QuickBooks by the same order. In QuickBooks, one can insert a line anywhere in the list; adding lines is not ...

Hi Viret56, I answered you in the other thread but we do apply a discount on the line item above - I'm not sure which screen you were testing but I believe they should all function this way.  Please let me know which screen you ran into a problem with and I can review. ~C

We will only be using Method to create jobs.

[quote user="viret56"]In Method, the % discount is calculated based on the total of all the line items.[/quote] Hi viret56, Which screen are you looking at?  I just tested my invoice screen and I can apply a discount per line item - see my screenshot below: Method is not calculating that discount based on the total ...

John, I'd advise waiting on QB 2013 because there are many things that aren't quite right about the big redesign.  The messages you're getting from Intuit are sales pitches, nothing more.  Watch the free "New Features of QuickBooks 2013" webinar at https://www2.gotomeeting.com/register/399196954 and ...

In the discussion above, the Discount line item was mentioned.  In my use of this line item, I find it does not function in Method as it does in QuickBooks, when used as a % discount.  In QuickBooks, the Disount line item calculates the % discount based on the line above it. In Method, the % discount is calculated based on the total of ...