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  • Re: Vendor Portal Tab

    Same grid......but different data being returned, since the portals have an extra filter applied by default. &nbsp;Different data, a whole new way to break SQL!! &nbsp;You could have mathmatic overflows for example.
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 10-20-2011
  • Re: Vendor Portal Tab

    I will play around with it today, but I would think that if that were the case it wouldn&#39;t show up in the portal either since they are both looking at the same grid.
    Posted to Method:Classic General Q&A (Forum) by Shawn B on 10-20-2011
  • Re: Vendor Portal Tab

    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
  • Re: Vendor Portal Tab

    Yep, grid itself doesn&#39;t show up. As far as filters on Step 3 of 9 in the Grid Wizard: Field:Vendor = [vendorname] (actual Type In the vendors name); and then some OpportunityStage filters. &nbsp;All roles can view. &nbsp;Nothing in the Advanced Screen settings. &nbsp;The only thing I can think of is that a few of the grid fields (Advanced ...
    Posted to Method:Classic General Q&A (Forum) by Shawn B on 10-20-2011
  • Purchase Order Open PO's

    Hi, In purchase orders screen we placed on button called Generate Bill to create bill for that particular PO. There we write a logic to go to the screen called PurchaseOrder_OpenPOs. Once we click on Generate Bill in PO, it will opens the PurchaseOrder_OpenPO&#39;s screen. There it displays all the PO&#39;s of that particular vendor. Once we ...
    Posted to Method:Classic General Q&A (Forum) by Navitha on 10-20-2011
  • Re: Vendor Portal Tab

    Shawn- Do you mean the grid itself &nbsp;doesn&#39;t show or there is no data in the grid? It could be the filters you are applying to the grid. &nbsp;What filters do you currently have set? -Michael
  • Bill and Bill Payment

    Hi, I need some clarification regarding Bill and Bill Payment in methods. We have added one more line item to an existed Bill, which has already been paid through Bill Payment. My problem is the bill which has been updated by new line item is not shown in the Bill Payment to pay. Is there any way to pay for the newly added line items in Bill ...
    Posted to Method:Classic General Q&A (Forum) by Navitha on 10-20-2011
  • Vendor Portal Tab

    I created a special tab for one of my vendors and set them up with a portal to see just that one tab. &nbsp;That tab contains a simple grid. &nbsp;When I log in to the portal I can see the grid beautifully. &nbsp;However, the tab is blank within my Method site. &nbsp;The grid won&#39;t load/show. Thoughts?
    Posted to Method:Classic General Q&A (Forum) by Shawn B on 10-20-2011
  • Re: Field services work order not showing up in Activities

    John- What you described should be possible. Could it be the same issue as THIS forum post that you previously posted? -Michael
  • Field services work order not showing up in Activities

    Greetings, New Method CRM&gt;Field Services&gt;Activities. If i create work order in field services, i dont see that work order in activities list. &nbsp;I wanted to create a work order from my mobile then come to my laptop where i create a case and link that work order to it. &nbsp;Is that possible? Thanks John M &nbsp;
    Posted to Method:Classic General Q&A (Forum) by John M on 10-19-2011
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