Method Community

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.

Rajni -  Check out this forum post for debugging help: http://www.methodintegration.com/cs/forums/t/1964.aspx   Namely, Val's post on July 27th,  "The output we produce is basically: Https://www.yourwebserviceurl.com/servicewhatever.asmx?parameter1=parameter1value&parameter2=parameter2value..... So you should ...

mlepitt - I'll add that curently we are limited by what Intuit has opened up, as Michael as pointed out. They are working at a pretty fast pace in opening up QuickBooks Online, so as soon as they make that available to us, we'll make that available to you. Paul

Custom fields created in Method do not sync back to QuickBooks but custom field in QuickBooks have the potential to be synced back to Method but currently the SDK used to sync with QBO does not allow access to QBO custom field. The SDK used to sync with QuickBooks desktop does however allow access to custom fields. -Michael

Emily- Since there is no built in field for this it won't yield any advantages. You should be fine with going with the new field. -Michael

Can you sync custom fields between Quickbooks Online and Method, or can the custom fields only exist in one or the other linked to the record (i.e. Customer)?