Method Community

Hi misty2u, The fields that are available on the customized screen designer come from the table that the screen is based from. In order to have the same field duplicated in the designer, you need to create this field in the table which will then appear in the designer. It will appear under the "Add Field" tab where you can add it to the ...

I have a grid (customer list) and a section with fields (customer information) on the screen.  When the screen loads, I want to populate the section fields with data from the first customer in the grid list.  I thought using the action "Set Active Record ID for Screen" would do the trick, but I am not sure how to ...

Is there a way in screen design to copy a field and then make changes to your copy?

Ronen, It turns out this was finger trouble on my part, thanks for the quick response. Rolf  

Hi Dannas,  We are still looking into this issue. We have received an error message from Intuit Anywhere which allows us to communicate with QuickBooks online. I will keep you posted once I am able to test this issue and update the forum post when I have more information. Ronen

Hi  lpierpont,  1.       Does this happen when you log in to the December version? 2.       Does this happen when you log in with another user name? 3.       Did you make any changes to the roles? Ronen

Michael, All my screens are custom, but these values update on their own 90 to 95% of the time.   But, I've always had these few that don't update properly. I can't find a conflict on the conflict tab that explains things, but these log entries are very difficult to read and I always have tons of conflicts.  Every Bill we ...

Jame- If you are using the Standard screens and the Method Sync engine is running these values should be updated on their own. Also verify that you have no conflicts as well under QuickBooks > Resolve Conflicts. -Michael

Ditto to Michael.   QB handles all the updates of the boolean "IsFullyInvoiced" AND the QTY's.  If this was done in Method it would be easy to fix or modify the behaviour, but since it happens automagically by QB, we have to be careful not to trip up the QB logic, get double counts etc. Back to my original premise that ...

Sam- [quote user="smohyee"]A relevant question I'm working on answering: where in Method is the action that changes the value to the "Invoiced" field? Answering that would lend some clarity to the process.[/quote]  QuickBooks actually handles this. When you create an Invoice from a Sales Order the Invoice gets pushed ...