Method Community

Yes, I was using Chrome.  Firefox is better.  

That was it - the occurrences were deleted but the series record was not.  If I have a series work order with 3 occurrences, should I be deleting all 3 occurrences and the series record (i.e. 4 deletions) or will deleting just the series record delete the occurrences associated with it?

JKM@SA- Do you happen to be using Chrome? We came across an issue where dragging fields was not working as it should when customizing screens in certain situations, using IE or Firefox should get you around this issue while our dev.team works to resolve this. If you are not using Chrome can you give us some more details? What browser are ...

JKM@SA- Another possible scenario is that if you may have deleted an occurance instead of the series or you deleted the series but the already modified occurances were left behind.(The RecurrenceType field will display the type of Work Order) The only other thing I can suggest is scheduling some paid consulting time to go over this. -Michael

I am unable to drag and drop new fields & objects onto a screen that I am trying to customize.  Could I be maxed out on space?

Hi Gary- If you use the Estimate(Custom) template to print estimates this functionality is built into it. [quote user="GaryK"]The Group is set in QB to no print items.  Does that mean that Method does not follow what that setting is in QB?[/quote] Method does follow this setting based on the item that is selected but this is set ...

mlepitt- I tested it and it seems to be working fine.  Edit the QuickBooks_Invoice screen and take a look at the action in the Print Selected Event for the Print... button in the Existing Invoices section. It uses what I suggested to make a list of RecordID to generate a report. You can use that same concept and generate a list of ...

The deleted records that I am seeing are definitely Work Orders.

 Has there been a fix for this yet?  We need to create estimates using groups and do not want to print the group items in most cases-maybe all.  But....we do want the total cost of the group to show on the estimate to the right of the Group item description.  At this point it shows a zero cost but the cost does show up in the ...

First I have confirmed the shared result is valid as I am using the same value to pull other data from the main Purchase Order record (after assigning it an action result).  Second, I am unable to do as you suggested as the action I made with the start of the loop is not available in the drop down for the Character function.  I think ...