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How do you add and delete columns when customizing screens? Also, can the width be adjusted?
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Hi Michael,
I think I figured it out. The message is there - it just disappeared quickly before I could catch it and it's not very prominent.
Thanks!
Tricia
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Hi Michael,
Yes, I also made a copy of the standard invoice in the same Method account that is having the issue.
The only thing I added is the Conditional Warning and it is doing the
same thing as my altered screen. There is no warning message and it
partially saves the invoice.
Thanks!
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Very helpful. The Cost field says if the item type is 'Service' it will be calculated Act Man Hrs x Cost Per, otherwise it will be Qty x Cost Per. Where are item types defined as 'Service'? Also, for non-service items, what about Actual Qty vs. Estimated Qty? Are you supposed to overwrite the Est Qty?
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Emily-
Also does this work if you go through the opportunities screen to add a document?
-Michael
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JKM@SA,
If you click on the Details link next to a Job Item it should take you to a screen where you can enter Cost information. The Cost Per field is where the Cost per item would be entered. Also if you click on the gear at the bottom left of the Job Items grid you can acalso check the Cost Per field to display it on the grid.
-Michael
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Tricia,
Have you tried making a copy of the standard invoice screen in the account that is having the issue and adding that conditional warning? We can take a look at it further but since its a custom screen it would be considered consulting. In situtations like this we would charge for consulting upfront and if it is indeed a Method Platform bug ...
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Hi Lance,
The build selection list is an OR(Its actually an IN to be more specific), so it will have to match one of the values in the list.
-Michael
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Emily-
Can you enable MethodSupport(Customize > Users) and I will take a look since it is using the Standard Document Library screen.
-Michael
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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.