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I have a sales order (invoice) screen that has the item list in a grid. There are also a few actions and hidden fields associated with this screen.
I notice that the "stock" Mobile_Invoice screen has an "Items" section instead of a grid. This appears to be the cleanst and fastest setup.
I have tried to use the ...
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g'day
Can you please help me with error message? Every morning when I come in to do invoicing or if I have logged out during the day and log back in. I am in Add/Edit work order and then when I create an invoice, I always get the following message
We were unable to resolve your request. Either the screen you are trying to access ...
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problem is we are not putting in the colon. you see the customer is foxtons address for our invoice as we bill differnt foxtons
and the job is also an address (where the work is to be carried out)
method is automatically putting that colon in and when it syncs with QB's the Billing address and Job address don't get populated.
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Recently, the default date in our purchase order screen has been defaulting to 6/25 instead of the current date. Under "TxnDate" the box is checked for "Use today's date/time." I don't think we've changed anything to this screen for a while now that might be causing this problem. Please let us know if you have any ...
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When adding in Clients for Opportunities we used "New Customer" instead of "New Lead" and I need to get the 60 entries changed to new leads without having to delete them all and start over.
In the Mobile Section there is a toggle "Is Lead Status Only" but it does not work
Any idea how this can be done
Mark
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[quote user="HarryWho"]The total number of hours displayed at the bottom of the hours grid is not always getting included on the export to excel spreadsheets.[/quote]
I've got a ticket in with my team to bring this functionality back - I'll update this thread once it's live again.
~C
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I am using Method with a custom web portal based on the included Quickbooks Timesheet screen.
I have a problem exporting to Excel. The total number of hours displayed at the bottom of the hours grid is not always getting included on the export to excel spreadsheets. Only some. Intermittend, ugh.
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[quote user="viret56"]wherever I want to use multiple shipping addresses, I replaced the editable shipping address fields with read only fields and a pulldown menu. My implementation also included the ability to set a default shipping address for the customer (the address that fills the shipping address fields in the customer ...
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[quote user="Method_Chad"]you can call a refresh grid action to reset all rows to unselected[/quote]
Sorry to correct my own post but the refresh grid action does not uncheck the rows for you. I'll post up if I find a workaround for you on this.
~C
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That is the approach I took. I created a table for shipping addresses with a customized screen to allow adding, deleting, and updating of shipping addresses. The shipping addresses are linked to a specific customer through an ID field. Then, wherever I want to use multiple shipping addresses, I replaced the editable shipping ...