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Michael - Yes, we tried that originally, but unfortunately some of our reps are neither employees nor vendors, but actually Other Names.
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Hi Birch,
Is the Import SKU field a linked field in the InvoiceLine table? If not how is that data populated? Are you exporting the grid using the Export Grid to Excel action?
-Michael
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TogsTeam,
Have you tried using Linked Fields? You should be able to add Linked fields to the table which can pull data based on the entity(Empolyee/Vendor) that is assigned to the SalesRep.
-Michael
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Hi All -
I have a custom field in Quickbooks called 'Import SKU' that I use for all items in the item list. I use this field to communicate unique SKU information to our warehouse. I have created a grid in Method that I use to export the daily invoice detail from the 'Invoice Line' table. My grid includes this 'Import SKU' ...
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I see.
So, even though I can certainly edit the SaleRep table in Method - I've done so repeatedly - I can't import any updates to it, I can only add records. The fact that I can add fields doesn't really get me anywhere, because I can't add data to those fields for existing records.
And as far as SalesRep information is ...
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Hi TeamTogs,
The QuickBooks SDK does not allow for editing of the SalesRep table, only adding records. Which means Method will not allow you to edit the SalesRep table.
[quote user="TogsTeam"]Error:Failure. The Table does not support edit.[/quote]
Also if you try to create a screen with a SalesRep grid you will see that it does not ...
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Gary,
That's the correct value. Can you try making a dummy entry in your web form and see if you get the same results, if you do can you forward the error email to me.
-Michael
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It took two more synchs and a lot of deleting, but I cleared out the extra records. Thanks for the instructions.
That said, although I'm successfully back to Square One, I still can't get the modified records to import and update the existing records.
If I select "Update existing records by matching key field(s)", then Method ...
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The default value is blank. The formula field is set to DayAdd(Now(),7)
What should I use as the value? Not sure what the impact is. I don't think i ever touched this field when creating the form. Feel free to log in if necessary.
Thanks, Gary
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Hi Gary,
Based on the message, the CloseDate field which is a required field in the Opportunity table doesn't have a value. If you edit your existing web form and go to step 8 of 9 do you see Opportunity - CloseDate in the Table - Field column? If so what is listed for it?
-Michael
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