Method Community

Blake What we've done is to create new transaction(s) based on series of conditions from the exisiting data.  For example, you could have a series of actions execute in response to an event like a button click.  These actions would evaulate your conditions and if your conditions were met, the action set would then build new sales ...

I have a potential client with general concerns about what would happen to the technology should Method (or any software vendor for that matter) become insolvent.  Does Method have its source code in escrow, or are there any other protections in place?  I'm not as concerned with this myself, but if there's anything I can show to ...

Does anyone know where I can find public information on Method's technical profile such as API documentation, technology utilized, platform, etc?  A potential client is asking about it. Thanks in advance. 

Michael...answering your other questions: The criteria for automatically creating orders would be based on a date. Usually it's 60 days out that an Order is created and comes in house. That way we make sure we have the inventory (if it's an order containing products for delivery) or can see it sitting in a particular box in the office ...

Thanks Mark... I've been approaching this from a DIY standpoint. When you say 'some of this functionality' can you elaborate a bit (not looking for all the details here, of course) on the solutions you provided?

Thanks Michael... I had not looked at Field Services yet...I'm reading about it now. It seems like the method of working in Field Services might work for how we currently operation. Right now, salesmen write up actual carbon copy orders about 60 days out from delivery based on the afore mentioned 'programs' they set up for each ...

Hi Blake We have done a couple of projects that have some of this functionality.  Are you looking for a solution provider to help or is the a DIY project?

Hi jhcarboni, Do you mind if I login and take a look? Can you enable MethodSupport(Customize > Users) and email me your account name?  -Michael

Gary, QB requires a value in that field and by leaving it blank it assigns it a value. In QuickBooks (At least in my case) if I add an item to a bill it defaults Billable to checked. You could customize the screen and have it that as soon as you select an Item to fill in Billable? As NotBillable.    HasBeenBilled ...

Blake, When you refer to orders are you talking about work orders? Based on what criteria do you want these work order created? Specific intervals? Have you taken a look at Method Field Services? -Michael