Method Community

Lance, I think your answer here may be linked fields and linking the RefNumber from the PO table into the BillLineItem and ItemReceiptLineItem but it looks like for some reason it is not allowing that field to be linked. I am going to have to look into this further. -Michael

Hi Lance, Thanks for posting. Some of these questions are similar to a thread which I responded to on Aug-3-2011. Part of that thread I have pasted below. Since the bins are auto-created by the sync engine, I have confirmed you cannot customize this process. You can however follow my previous advice and export the InventoryControlBin and other ...

Hi Victoria, Method picks up the invoice numbering pattern from QuickBooks. Did anyone create an invoice with '- correcti' at the end of it? To fix this you can create an invoice with a proper number in QB(minus the '-correcti') and do a Full Sync with Method. That should rectify the issue. -Michael

In QuickBooks there is a PO No. field on the Item Receipt lines and the Bill Lines. In that field the PO number is automatically displayed and is grayed out showing what PO each line is connected to. Where is this field in Method? I see there is a field in Method's Item Receipt Line table called Link To Purchase Order, so I added that field ...

Hello Mystery Man from 2009. Where for art thou? I see that the bin carries the Lot Number, but the sync engine creates the bin, (not the method item receipt). How can we easily tell what bins to put the Lot number in after the PO has been received? Also, some PO lines need multiple lot number assignments when they're received (3 lots# to 1 ...

 Hello, When I select "Assign Ref Numbers in Method" on the QB setting screen the invoice numbers created look like this "14-correcti" "15-correcti" What is the "correcti" portion of the invoice number ? Thanks in advance, Victoria Shaw

Emily, Take a look at this post on the Intuit forums HERE (Second post), it describes using a PO in QuickBooks for a RMA, the same concept can be applied to Method. It would be possible to create a new table for Items in Method that is used in conjunction with Cases and you could have a Create RMA button that creates a PO based on the items ...

Matt, You would need to use linked fields for this. You would first need to link the fields from the PropertyInfo table to the Customer table and then In the Estimate table link the fields from Customer(The new PropertyInfo fields that you linked). -Michael

Matt, To add a field to the Field List you would need to add fields to the tables listed (Fields can be added in Method under Customize > Tables / Fields). To add additional tables to the fields list you will need to go to File > Save As in the report designer it will allow you to make a copy of the report but change the ...

How do you add additional fields to the Toolbox so that they can be imported into a screen? Example:  In the estimate screen, I want to be able to add fields to the Toolbox from a custom table that I created called PropertyInfo so that I can add that information to the Estimate Screen.   How do I do that?