Method Community

JKM@SA, You can try filtering the Invoice type by either, Does not contain To Be or Contains To Be to give you some segregation (In the filter header of a grid next to each filter field there is an arrow you can click that gives you additional filter options.) -Michael  

Ok, point taken.  I won't change "To be invoiced."  Would it cause problems if I changed "Invoiced" to "Billed"?  The reason I want to change one of them is because we can't segragate between "Invoiced" and "To be Invoiced" in the WO grid, i.e. you can't see only records ...

JKM@SA- You may need to customize that screen further and add a select to the grid or make the grid editable. -Michael

JKM@SA - If you do end up renaming that field value, and are using Method Field Services, be prepared to do a lot of customization in many screens.  There are *A LOT* of places that look for and use the specific value of "To be Invoiced" that will all break as soon as you rename it.  You can do it......but be prepared for a lot ...

Hi Shirley, [quote user="Shirley Makrecky"]My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) [/quote] It would probably be a better idea to use the Invoice table as the master table. [quote user="Shirley Makrecky"]1.  If I include the Amount field and the Amount Applied field to the ...

We have a screen named "Invoice Type" related to the field ActivityInvoiceType.  I know how to add entries I just can't figure out how to edit existing ones.

 Hi Michael: Ok,  I am working in the Report Designer which has brought up a number of questions I can't figure out? My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) 1.  If I include the Amount field and the Amount Applied field to the report and I want a third field to subtract the two to ...

Thank you.  It's a little strange because it's been working for us fine in the past.   I'll look forward to your response.

Hey cpitts, It looks like the '&' is causing this issue. I will create a ticket for this. -Michael

Yea no problem.   It's "S&H".  And no, that's the main problem- it's doesn't drop down when I type part of the name, or the entire name...