Method Community

Bump! I'm still trying to find out if there's anything I can do in terms of customization in order to get the Report to show whats on my Invoice screen in Method. This is a pretty important deal for us!

Hi smohyee,  That is correct.  Ronen

Hi vire56, I just wanted to give you a quick update that because this is a customized screen, it is no covered under our free technical support but part of our paid consulting service. Aside from that, I just wanted to give you a brief overview of what you can do in the meantime to attempt to troubleshoot this yourself. On your copy of your ...

Ah, I see, it's referring to the same "Item Group" that you can create in QB. I believe in QB it also lists the group item as a separate line item. Thanks for the quick response!

Hi viret56, Can you please e-mail me at r.gaisiner@methodintegration.com your company account information so I can troubleshoot this further and enable the MethodSupport user for me.  Ronen

Hi smohyee,  Just wanted to give you an update for the SalesOrderLineGroupRecordID. The group item will still be shown on the sales order as a separate line item. This is also applicable to the invoice for the InvoiceLineGroupRecordID. The group item in both cases is used to link a group of individual items that are related to each ...

Hi smohyee, The SalesOrderLineGroupRecordID represents the item group that you have created which represents several individual records IDs that you would not like to place individually on a sales order. This is also applicable to the invoice and its InvoiceLineGroupRecordID. I hope that this helps. Ronen    

Yeah, that's what I meant by "we're working towards....".   The platform supports it.  The CRM app, however, doesn't. The standard screens need to be updated to support this new feature.  Reason being, they need to specify the contact id, otherwise it doesn't know which email address to put in. ...

ok i see where there is now a checkbox under customize/portals/contact portals and i put a check in that box did a test but it's still asking for an email address....

First a little background.   We created a new role: Account Manager.  We made a copy of the Edit Oppotunity screen and customized it.  We are currently testing our work with two user roles, Account Manager and Administrator. Now the problem.  When an Account Manager is signed in and the Edit Opportunity screen is first ...