Method Community

 Before plunging into the customization webinars, I'd like to know why I can't see any Estimates tabs or screens. Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table. Are Estimate screens simply screens based on the Transaction/Invoice tables? The problem is, I don't ...

 Excellent - thanks

I just want to update this post by saying while this doesn't exist in stock Method CRM, you have the capability to build this feature in yourself through customization (or have one of our Customization Specialists build this for you.).  All the actions exist to make a duplicate button, populate the sales order and insert it as a new ...

[quote user="smohyee"]I guess the takeaway is that multiple "Save All Sections" actions in an action set causes problems? [/quote] This shouldn't be the takeaway as you can have multiple Save All Sections in your actions.  I'm going to test this today and see if there are any issues around multiple Save All ...

[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