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Hi Ian,
The filter safeguards were built into the action from our end as a way to provide users with readily available features. You won’t be able to change this built in feature to accommodate your desired number of 3.
What you can do...you can achieve the same kind of safeguard by building the logic yourself. I imagine you could change ...
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Hi Navitha,
I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App.
If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...
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Created a tab under the Opportunities Tab. I also created a role just for that vendor. I have a portal for that vendor that I assigned to the Opportunities tab. Then I edited the roles for all the other tabs under opportunities and UNCHECKED their roles so they would only see the one tab under opportunities i created for them. ...
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Hi Navitha,
I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. To address this question, have you tried to create a bill b selecting an PO with Method? You can do this by following the steps below:
In Method go to Vendors>>>Bills
Hint: ...
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I was wondering Can I set up the safeguard to generate report when records is less than 3 instead of 10 records.
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Hi,
Is there any field in Purchase order table to know whether the line item is billed or not ?
Thanks and Regards,
Navitha
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Hi,
I have created a bill for the purchase order and a new bill has been created and sych to QB.
Now i have added a new line item to the existed purchase order and creates a bill, it just updated my existed bill. But my requirement is it has to create a new bill for the newly added line items like creating invoice from sales order.
Can you ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Case
New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
My CRM Preferences
New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO)
New - added a checkbox that indicates if the user would like new cases to ...
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You can still use the orginal screen. What replacing the links does is it points all the screens that were looking at the orginal screen to now look at the new screen. The orginal screen still exists and if you delete the copied screen it will replace the links to reference the orginal screen once more.
-Michael
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