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[quote user="JKM@SA"] Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?[/quote]
Very simple here - make a copy of the FieldService_WorkOrderList screen and open it for editing. Scroll down the to Print/Email section and you can see the button for Print Work ...
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[quote user="micheleh"]Can I add fields that are needed for the central station but we don't need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can 'attach' it to that customer record in QB as well as e-mail it to the central station?[/quote]
Absolutely. This is the beauty of ...
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Oh, and when I go to the main Method environment and use the Export to PDF option that I've attached to a button, the PDF is 6 pages. It should be 3.
The Method version contains a lot more entries than what I see in the Report Designer.
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Here are my steps:
Open "ManagerDashboard" in Method Report designer
This report is called xtraReport11, and I make sure I select this in the report explorer window on the right.
The property Grid on the right also shows the attributes for the report.
I go to the Preview tab and then select the Scale button in the secondary ...
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[quote user="micheleh"]is that an option?[/quote]
It should be. From what I gather you're trying to build a scheduling app where A must be complete and billed before B then C is available. I would look at your scheduling lookup table and add columns to cover complete and billed status. When you poll a customer to ...
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[quote user="smohyee"]It was only this particular payment that created a synch conflict, which I copy/pasted for you above.[/quote]
Because this was an isolated incident on your invoice I'm thinking something went wrong with the data entry. A little digging on your conflict and I got this information:
This error occurs ...
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[quote user="chrisg"]Two more questions, as of now the first column on the estimate is the description, how can I add the item/part number as the first column, as show in the method website. Also, there is a column called U/M. How can I remove this column?[/quote]
You'll have to adjust the grid for EstimateLine. Open up your ...
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[quote user="MikeB"]Is there another option I should be using?[/quote]
It sounds like you need to hit the save button on the main toolbar (near the file, edit, view, format menu). Try that and let me know how it looks.
~C
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[quote user="smohyee"]Is there a way to Enter Bill for Received Items in Method? Or, to put it another way, is there a way to create both an Item Receipt and separately a Bill, and have them reference the same Purchase Order? [/quote]
I was able to create an Item Receipt for a PO then Enter a Bill for the same PO. My PO ...
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Steven
Have you considered just building your own custom billing solution on Method's platform. It looks like with jBilling you'd still need to provide and manage your own server. This is all included with your Method subscription.
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