Method Community

Yeah, that's exactly what I did. But in my haste I forgot to make sure my custom table had the linked field to the SalesRep ID. I previously just had the Sales Rep name in there. Doh. Working now. Thx

Aaron Here's a link 1 minute silent film demo. http://www.screencast.com/t/mxgub3Yyl  

Right now we cannot see "Balance" as a default in the search fields of each of our screens. Can someone tell me how to see (as a default) the "balance" field whenever one of us logs into Method?Right now we have to click the sprocket and then select the check box that says "balance" in order to see it.   Aaron ...

Hi swm023,  The best way to do a Changes - Only Synchronization is by opening up the Method Integration Engine, selecting the "Synchornize" link, and select the option of Changes - Only Synchronization.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now buton right beside the ...

how do you do that? i've logged in and out several times and that didn't fix the problem.

I copied the screen from an account where it IS working. In addition to that I've gone in and edited the screen appropriately and it's not working. When I go to the screen the default value is not the one I selected.

Hi Blake C, The best way to create the filters for the grid on the new page is by first opening up the grid object in the designer for the specific page by clicking on the Edit link. In Step 3 of 9: Filters, on the wizard, you can then click on the New/Edit button, and select the New View option. On the original wizard, you can then select a ...

I need to calculate to labels together to give me a total in a new label.  I followed the above coding and it took one label and divided by the 2nd label.  I need it to add them together.  What coding would I use for that.  I assume i need to subsitute the / with a + but when I did that it just showed me $#,##0.00###".

So the standard Method Purchase Order screen has a grid related to the PurchaseOrderLineItem table. This grid has a Rates column, which seems to be tied to the price of the item, not its cost. The Invoice screen also has a line item grid, and it also has a Rates column, which also refers to the sales price, not the cost of the item. Purchase ...

I've created an entirely new set of tables and associated screens for a part of our business that is custom to our industry. This data should be "protected" similar to the current filters for listing Estimates, Sales Orders and Invoices. How do I create filters for my custom data/screens that will behave like the built-in shared ...