Method Community

Hi smohyee, The "Txn" part for the fields in those tables stands for "Transaction".  In the invoice table, sales order table, and purchase order table: TxnDate = Stands for the transaction date. TxnMethodFlag = It is a field that allows you to flag additional data being added to the transaction for example notes that ...

Hi lpierpont, Which browser are you using and which version? Are you still experiencing this issue? Ronen

Greetings, 1. Created a moble activites screem and call it Moble_activities(211) 2. I added a filter to the list to remove the work orders. 3. I can see this screen on my PC while in method and it works great. 4. This new screen is shown in the mobile but the filters are not there and some outher filters are there that i never installed. 5. ...

"how is the shipping software obtaining the order information? By directly accessing the QB database or method database?" -The Method database - which should be a near mirror of the QB database. "Since not all of the order we entered in method needed to be shipped how will we seperate them out if all new orders are dumped into the ...

Paul, Can you clearfiy a few thing for me. In your step 3. how is the shipping software obtaining the order information? By directly accessing the QB database or method database? Since not all of the order we entered in method needed to be shipped how will we seperate them out if all new orders are dumped into the shipping database? I don't ...

James I've seen similar behavior.  However, once a changes only or full sync happens with no conflicts, the sales order then shows as invoiced.

James- I have tested this on the standard Method screens and have not been able to duplicate this issue. Normally this happens when conflicts arise. One suggestion is to try and just click Save on both the Invoice screen and Sales Order screen with the affected transactions loaded. I know you are using some customized screen for this process ...

Hi John M,  In Method, you can apply a payment towards an Invoice but not a credit memo. You need to be in QuickBooks to apply the credit memo.  Ronen

Mark - for API work we certainly encoruage Method users to reach out to Method Solution Providers, like yourself, who take this work on, and have a proven track record of integrations involving the API. Mark, meet Jason. Jason, meet Mark.   Paul

What is purpose of this field....is this the field that prevents transactions going to QB... What is setting for wanting transaction to not sync....  I didn't want to hijack the Iswatitingforsync field for this purpose.. Thanks, Fran