Method Community

Hi pdirect, It looks like Method_Paul answered your question HERE in the comments section of our blog. -Michael

Hi James, If you edit the Estimate screen and take a look at the actions under More Actions > Create Sales Order you will see that action 37 is Go To Tab Link you can change the tab that is opened when creating a sales order by editing that actions. -Michael

Hey pdirect, Method does keep the ref numbers in sync, or rather Method maintains an understanding of the maximum number already used in QB before adding a new number to initialize the increment and to avoid conflicts.  Paul has mentioned in his blog that when using this configuration of Method assigning the numbers it is best to be making ...

My changes only sync is working every day . . . but the full sync is not happening unless I manually do that.  Is this how it's supposed to work? If not, how do I resolve? 

If I check the "Assign Ref Numbers in Method?" box on the QB sync page, does Method check with QB before assigning a number or will there be numbering conflicts between Method and QB?

Michael, I'm not sure what Button or Go To Tab Link you're talking about. When converting an Estimate to a Sales Order, we are using the More Actions button on the Estimate mostly unchanged from Full Method product which then gives the option to use a pre-defined event "Create Sales Order".  This even then launches an ...

Paul, No dashes, but we do have a few Invoice Numbers with alphabetic characters in them, not sure why, maybe something to do with credit memos and user error. Your advice in the Blog to make sure that only Method is used, or only QB is used to enter Invoices etc. when auto ref number assignment is turned on sounds very important as I can ...

Hi cpitts, These are most likely related to permissions in QuickBooks, you can just delete those conflicts. If they comeback its because you do not have admin privileges in QB. -Michael

Hi James, This is set on the Go To Tab Link action on the button itself.  -Michael 

Hi pdirect, Nothing special happens it just continues to work away, and if any conflicts arise the will pop into Resolve Conflicts. -Michael