Method Community

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...

Hi JKM@SA, I don't see a Invoice Type screen (I could be mistaken, what is the name of the screen?), if the screen itself doesn't exist then you will need to create it (It can be as simple as a screen with an editable grid). -Michael  

Hi cpitts, We are aware of this issue and are working on getting it addressed. I will update this forum post once the issue has been resolved. -Michael