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Realativley new to the program but here it is- Oppourutnity screen gets locked open on the customer screen until I reboot.
Logged in and went to create a new lead master entity then went to create job locations for the lead as he had 4 different locations. When I realized his primary info would not automatically pull I ...
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cpitts-
What's the date on that invoice? Does it maybe fall outside of the transaction history you set in Method? (QuickBooks > Synchronize).
When you are making changes to these invoices are you making the changes in QB or Method? What conflicts are the invoices generating?
-Michael
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I have invoices that synced, generated an invoice #, and then we make a change to the invoice and there's conflict (and the invoice number goes away). We've made changes to invoices for months without any problems. There's also an invoice that's in our QB that doesn't appear in Method at all. It was created in ...
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Navitha-
Did you have the sync engine running at the time of doing this? If not this could be the cause of the this.
-Michael
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Ok Paul, apparently the issue was hard carriage returns in my SQL. I had used CASE WHEN THEN ELSE statements and wrote them in a text editor. Of Course it's easier to see when you indent, newline, etc. But when you copy them into the SQL Override, works fine in the portal, but not so much on the "inside". ...
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Yes, the web service call can handle it. You just need to follow the same format as the XML.
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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.
Now, to answer your question, I did some simple testing and everything seems to work on my end.
QuickBooks only tests:
Entered a bill in QB
Paid the bill in QB
Verified that it was ...
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Same grid......but different data being returned, since the portals have an extra filter applied by default. Different data, a whole new way to break SQL!! You could have mathmatic overflows for example.
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I will play around with it today, but I would think that if that were the case it wouldn't show up in the portal either since they are both looking at the same grid.
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Shawn-
If there is an issue with the SQL Statements then it would cause the grid to not show up. For testing purposes try the screen without the SQL and see if you get the same results.
-Michael
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