Method Community

[quote user="MikeB"]Is it possible to use an existing sales order as a basis for a new one?[/quote] No.  When you select an invoice and load it, any modification to the selected invoice will update the invoice on screen.  There is no duplicate invoice feature on the invoice or sales order page. ~C

Is it possible to use an existing sales order as a basis for a new one? If I select a sales order from the floating grid on the left of the screen, change a couple of things (date, 1 item), will this generate a new invoice (and a new invoice number) or simply save on top of the existing one (with the same invoice ...

Chad, The save button uses the "Save All Sections" action. I got it to work, and I think the reason is that I originally had two seperate conditional statements in the "Save" button, only one of which could be satisfied for a given PO, and each with it's own "Save All Sections" action. If a statement was ...

@Lisseth I want to update you that we have place a distinct message for this situation in an upcoming Method release. The message will warn the user if they trying to make a customer inactive when they are syncing with QB Online. We recommend that you delete the customer rather then making them inactive. This will archive/hide ...

Does method have any tools to easily migrate Microsoft Dynamics to Method? Thanks  

Can you check your screen and see if you're using a "Save Section" or a "Save all Sections"?  "Save all Sections" should  trigger the update action you're looking for. ~C

[quote user="d.weigle"]Then what is the purpose of the Stage Order field?[/quote] This is only used when sorting on a grid layout.  Drop down sort orders are limited by A > Z sorting only. ~C

 Then what is the purpose of the Stage Order field?

[quote user="d.weigle"]Any suggestions?[/quote] By default, drop downs are sorted alphabetically based on the main field it displays.  This request is on the feature request list but there is no ETA on it right now.  The best solution would be to rename your OpportunityStageName to include a number, e.g. "1. ...

I'm editing my existing opportunity stages on the New/Edit Opportunities screen. I'm setting a numeric value in the Stage Order field so that the stages will appear in the order I want them. But regardless of how I set the numeric, the Stages appear on the dropdown in alphabetical order.  Any suggestions?