Method Community

Is there someplace in the Work Order to enter actual materials used and cost of materials?  I see where you enter actual hours and cost of labor but I don't see anything for materials.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO) New - the ...

@ Michael - the invoice saves fine without the Conditional Warning.  When I add it, that's when the saving is altered and I do not get a prompt about the missing class.  I remove it, and it saves like it should again. On this screen, it only has one save button (no Print Preview, etc.). This screen is an altered standard invoice to ...

Normally i would test this any find out, but in this case it may be easier to ask. When using the Build Selection List option in the Start Conditional Statement action, is the list AND or OR? What I mean is, does the criteria have to meet each value in the list in order to meet the condition or does the criteria only have to match one of the ...

Hi Micheal Thanks for info.  Although a bit cumbersome the advanced search works just fine. Mark

I added the Documents Library default screen to my Home tab so I could manage my documents library not associated to any record set.

Tricia-  The Save All Sections action should save everything on the screen. The amounts are brought in after the Invoice is saved. Take a look at the actions on the Save button on the Standard Invoice screen. You will have to place the Conditional Warning on all objects that have a Save in it to make sure that condition is always met. Print ...

Hi Emily, Are you doing this from the Opportunities screen? Did you customize any of the document library screens. -Michael

Hi Mark, This was already discussed Here. One option is to click the ... and use the Advanced Search. -Michael

@ Michael: It is saving beyond the normal saving when you select the customer.  It saves the line item information but doesn't calculate the total invoice amount, show customized messages, etc. @ Michael & Val:  The Value on Screen I am referencing in the Conditional Warning action is the Caption from the "Dropdown Field ...