Method Community

Is there a way to filter which field users can see on a dropdown without using the filter option in the customization screen?  I would like to have users who don't have customization access to be able to limit what is displayed as choices to only current ones, without deleting the old choices, as this deletes them on all old records as ...

Paul This is certainly something that we've started to offer as part of our practice.  However, I'm curious to know if method is providing any developer services that can get this done?

@Jason - it would be much slicker if you used APIs and web services. Does your shipping sofware have a developer API?  Are they web based? In an ideal world, you would: 1. Press a button on Method. 2. It would call a remote web service. 3. The remote web service would call the API of the shipping software and put the order directly ...

Hi chowrentoys.com We can generate reports in a .XLS format, but we won't be able to automatically place that report in your remotely hosted shipping server. Ronen    

Just curious: what does the Txn part of the TxnDate field stand for? This field appears in every table related to a form, ie invoice, sales order, purchase order, etc. There aren't any other fields for the date the form was created, and it seems to match the QB field for the creation date. I'm also curious as to the roles of the various ...

Hi Abbie Sherman, Here are the steps to ensure that these stages don't show up in the report: In the "Generate Report" action, click on the dropdown beside the "Report" label and choose the report that you want to generate. This report has to include the Opportunity table.  In the "Filter Report" ...

Michael, I've looked further into this problem and I really need some help with it. We have too many Invoices where the Invoiced QTY is not updating the Sales Order Line Item Invoiced QTY. I have added RecordID to the Sales Order Line Item Grid so I can see the Line Item RecordID and to make sure this data is available in the Grid for Loop ...

Hi LaCrews, Every web method has it's own error messages, although some will be universal. A short list of messages for MethodAPICreateMethodAccountV3 does not exist however, since there are many and they are dynamic. For privacy reasons I cannot tell you a developer using the method. However they are welcome to chime in. Dave

 Hi Ronen, 1.  No this does not happen when we log into the December version. 2.  This happens when we log in under any user name 3.  No we did not change anything to the roles.  

Greetings, I see I can make up a credit memo to apply against a customer invoice in method.  What i cant see is, can i apply this credit memo to the customers invoice in method?  Or do i need to be in Quickbooks desktop to apply the credit. I lookd the screens but could nof find anything. Thanks!