Method Community

Has anyone done any customizing in Method to calculate the profitability of your Work Orders?  Have you designed any P&L management reports in Method?  Would be curious to hear about your approach & solutions.

[quote user="VLocke"]I need to use for the data entry on the Method side.[/quote] You'll be glad to know we just added this functionality to our stage site.  Please log out and log back in to the July version of Method to see this in action.  Please note that you'll need to click update in order to see the individual ...

[quote user="ADR"]Is there a way to incorporate that into this section[/quote] There is no way to incorporate this in the way you want.  What happens where there are 2 or more opportunities, how would you total that Amount field?  You would have to build a custom screen and not just link one field.  This is something ...

I have two tables, A and B, with a dropdown field in B that links to the automatically generated RecordID in A. I want to write to B and link it to A at the same time. Through the API, my program flow works like this: Take a variable passed in as an argument, and look that up in A, using methodAPISelect_XMLV2. 1) If I have a record ID, then I ...

[quote user="richard@skoosh"]When i create the work order it comes out with testcustomer:test[/quote] This is correct, if you're entering a Work Order for a customer:job this is the way it should look. When I create an invoice and sync this to QB it appears fine: And here is the edit customer window on this customer:job ...

I am seeing the detailed list once it's in QuickBooks but that does not help me because I need to do the entry on the Method side - so the description is showing up on the QuickBooks side but the data entry that I need to do is not because I cannot see the list that I need to use for the data entry on the Method side.  

Richard, Can you email me the company name on this account?  And is this a custom screen you're working from? ~C

[quote user="VLocke"]I need the item details to show on the Method side[/quote] The item details will only show up once you have sync'd the invoice over to QB.  After the sync are you seeing the group item details? ~C

Chad, I am getting the same result but I need the item details to show on the Method side so we can do the group item detailed entry.  Thanks, V

"July" version now available The following updates are now available on the staging site.  You can access the July version by clicking "Switch to the July version" when you sign into Method. Note: you'll notice the July version is light in changes. The developer team is being focused this summer on some longer term ...