Method Community

My Portal screens, including "Back" button actions were copied  from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues. Each "Back to Home" link ...

[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 ...

[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 ...

 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.

 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 ...

[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 ...

[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 ...

[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 ...

[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

[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 ...