Method Community

I have several questions. 1. After a Sales tax rate is selected or otherwise autopopulated, how, or where is the Sales Tax Amount calculated? 2. Under the Save button is an action to retreive the Sales Tax Amount value from the table. If the Method Estimate is not set to sync with QuickBooks how does that value get in the table? 3. Why ...

It turns out I have another client that needs this. When he clicked Save and Email he would like the document (invoice, estimate, sales order etc) to automatically store in the file and appear in the customer documents record.  The basic plan I need to accomplish is: 1. Generage a report without previewing it and saving it as an Action ...

Okay, that's helpful... but... how do we fix it? My client is getting these conflics frequently for Sales Orders.

I have a True/False custom field in the estimate line table called “Show on Print”. When that box is checked on the estimate line, I want the line to show on the print preview. When that box is not checked I want the line to be excluded from the print preview. How can I do this in Method Report Designer? Under Behavior >> ...

Forums are great. I just used this again. 

When do you forsee roles being available in a table?

the link doesn't work

The Roles screen allows the user to add a Role.  What is the perposes of this? I don't see a way to use tha role. There is not role table to access from an action. There is no way from an action to access the users assigned role that I can see.

Does anyone have a quick and easy way to create View Only Rights for a sceen? Like the invoice screen, Sales Order Screen, Estimate screen to name a few. Currently, I'm doing it like this: 1. On screen load check the users roles  2. If they fit the criteria call the action set that has a ton of disable field actions plus a hide ...

How to create a very simple SQL override in a custom grid. My grid is based off the customer table I thought I could look at the current examples on the standard screens as a guide. This is what I tried at first: (CASE WHEN viewCustomer.Contact IS NULL OR viewCustomer.Contact='' THEN '' ELSE + viewCustomer.Contact END) + (CASE ...