Method Community

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?

I will follow this thread with interest.  We have a similar workflow where a salesorder will be generated in Method which will have coresponding line items on an invoice, also running through Method.  I will not hijack the thread; this is very helpful.

How do I add a new field to the "Field List" in the report designer? Example: I am using the "Simple Estimate" template in Report Designer.  In the Field List there are the following: Company, Estimate, Estimate Line.  I would like to add "Customer" to the Field List and also a custom table i created called ...

Michael,   We are transitioning from NetSuite to QBO + Method.  I am looking for a parallel solution that will offer the ability to create an RMA off of a case and will allow for line items that can be received with an item receipt.  I am assuming with little customization I can use the Sales Order built in side to enter the ...

mlepitt, How do you currently create an RMA? Do you already have something customized in Method or are you doing this in QuickBooks? Also maybe a better question isn't how you can handle it in Method but how you want to handle it in Method, you can customize Method to fit your desired workflow. -Michael

How do you recommend using MethodCRM to handle a repair process.  What we do today is: Create a Case to document phone call. Determine a repair of product is required, create RMA (RMA is a transaction with line items of which you can receive into inventory) Create a sales order with custom numbering that matches the RMA indicating what ...

This example was mean to illustrate the root location.