Method Community

Michael - Yes, we tried that originally, but unfortunately some of our reps are neither employees nor vendors, but actually Other Names.

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

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

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' ...

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 ...

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 ...

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

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 ...

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

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