Method Community

Hi John, You could add some additonal actions to the Item drop down for the text change. You can have it so that if the Item Type for the Item you selected contains inventory then enter 15 and check % for the item. -Michael

Thank you for that. Found the conflict. QuickBooks returned an error when adding/modifying a accPurchaseOrder record. The error was: There was an error when saving a PurchaseOrder. QuickBooks error message: You have no items or one or more of your amounts is not associated with an item. Please enter an item.. I guess this leads me to ...

Val, I have learned to live with the fact that the time tracking screen does not properly pop up and all the other issues I have with ProSvcs, but I cannot accept ERRORS WHEN CONVERTING AN ACTIVITY TO TIME. Please let me know when this will be fixed.  

Greetings, I have been making a mistake when i make up estimates. I have not been adding the sales tax to the materials. Now I pay the sales tax when i go to the store and get materials so there is not a taxing division that i have to cut a check to. What my CPA said to do is simply add this to your mark up field. I see we have a mark up field in ...

michael, i checled for a recordid validation in step 7 of the grid already, but went back and rechecked.  the only validation set up is one for theaccount type.  i  removed that and it appears to work now.  not sure what the hangup was with the recordid, since it wasnt one of the rules.  thanks

Andy, Did you check your conflicts? (QuickBooks > Resolve Conflicts) Also go to the PO in Method and Save it again. -Michael

DanSchmidt, When editing a grid on Step 7 of 9: Validation Rules do you have anything listed for any of your grids?  I was able to duplicate this issue by adding RecordID to Step 7 of 9: Validation Rules -Michael

I have a PO created in Method that isn't showing up in Quickbooks. I tried doing a full sync from Method Integration Engine hoping that would help, but didn't work. Any troubleshooting suggestions? PO was created about a month ago, just found out now that it isn't in Quickbooks. Thanks.

Birch, I don't think any actions on the screen would affect the SQL Override. I tested it again just to be sure and it works. In my test a took a copy of the Customer List screen(From the old crm) and entered your SQL override into the balance field and it seems to be working.  The next step would be to do paid consulting, with paid ...

Matt Raiser from Tech in the Field has been working diligently on a new app called You Rang.  As the name might have suggested, this app works with your caller ID enabled modem to detect inbound calls and helps you to quickly locate customer information and log activities. How does it work? You Rang detects an incoming caller's ...