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I think the best solution for you here is to utilize the RecordID from the customer table as the jobnumber. You're guaranteed that:
All numbers will be unique;
Your customization will be minimal.
I just made the customization on my end and tested this to be working. Make sure you add the custom field in QuickBooks and sync ...
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[quote user="Rolf"]I can't change the field type because it's the Quckbooks Net Pay field.[/quote]
I had a feeling this might be the case - there's not much you can do other than to utilize on text change actions to correct the display/input.
~C
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Thanks for your efforts on this Chad,
You're getting the same kind of results that I did, which is of course to be expected. I already tried all the workarounds you suggested, including this last one, none of which actually get rid of the issue.
I can't change the field type because it's the Quckbooks Net Pay field. ...
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[quote user="Rolf"]Any suggestions on how to fix this?[/quote]
One last approach, which might be the prefered solution, is to use 2 character functions followed by an enter value into field on screen - like this.
The first action get's the position of the .
The second action get's all the characters to the left of the . and ...
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[quote user="Rolf"]Any suggestions on how to fix this?[/quote]
Another approach would be to use a Basic Math Calculation on Text Change to multiple the field by 1 and round up or down as desired. If your field type is Decimal or Money it'll still store as .00 but it'll be consistent.
HTH
~C
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[quote user="Rolf"]Any suggestions on how to fix this?[/quote]
Any Money or Decimal field in Method will always store as 2 decimal places regardless. The decimal limitation you see on the field and in the table is for display purposes only. In my screenshot you'll notice I have 4 decimal fields each set to 0, 1, 2 and 3 ...
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I want to assign a project manager for each job creation. Is there a way to create a dropdown of Project Managers in the New Customer and Edit Customer screen even though some might not be users of Method yet?
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I would like to rename the drop downs in job status to make it clearer for our employees. For example the current dropdown are Awarded, Inprogress, Completed, NotAwarded.
I want to rename them as:
Awarded/Approved
Inprogress/JobStarted
Completed/Closed
Not Awarded/Closed
If I can also create a box that allows the job started date to be ...
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Only the new customer job entries will have the Method assigned job #. I need the current job numbers that we created, for all our past and current jobs, to remain assigned, as is,and not change. We want to start the Method job# creation as of the day customization is complete, and use it only for the new customers from here on. All previous info ...
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[quote user="Rolf"]Any suggestions on how to fix this?[/quote]
I'm just reviewing the money field type with 0 decimal places and will post back if there's an issue (or workaround).
~C
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