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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?
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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 ...
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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 ...
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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
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Hi James,
This is set on the Go To Tab Link action on the button itself.
-Michael
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Hi pdirect,
Nothing special happens it just continues to work away, and if any conflicts arise the will pop into Resolve Conflicts.
-Michael
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HI Paulette,
At the moment Method does not integrate with the addtional fields found when using Advanced Inventory.
-Michael
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I had to rebuild QB data today (File > Utilities > Rebuild Data). So what happens with the Method sync engine after this? Does it start from scratch or does it just do a full sync?
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James - do any of your invoice numbers have a dash ("-") in them? If so, that could throw off the algorithm that calculates the max invoice number (it's complicated stuff since we need to efficiently figure out if an invoice # "ab123cd" is less than or greater than "122" along with thousands of your other ...
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Anyone tried the Method assignment of ref numbers feature?
In limited testing I'm not getting the Invoice ref number assigned promptly by method, it appears to still wait for QB. I did a full sync just prior to enabling and watched the integration engine on both server and client, but couldn't see anything out of sorts.
I'll ...
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