Method Community

Hi akoumjian, You should be filtering the grid by Vendor is equal to Third Party Portal Entity FullName. What are the current filters on the purchase order grid? -Michael

We have a portal set up for our vendors. About three weeks ago it stopped working properly and we are not sure why.  We have a screen set up so that the Vendors can view our Purchase Orders with them. It filters based on their Vendor Record ID and only displays the ones that match with the logged in Portal User. About three weeks ago, the ...

Hi Wavetec, I haven't tested this but I did a bit of research, when you are scrolling in Method are you using 2 fingers or 1 finger? To scroll within frames on an iPad you need to use 2 fingers (Method uses frames). -Michael

I have tried Safari, Skyfire, and Atomic (both as firefox 3 and IE8) and everytime I get the same issue.  I can't seem to scroll thru my screens.  I have many custom screens and I know you can't really speak to them, but I was just wondering if there was a general reason or if anyone had this issue and has gotten around it. I ...

Hi JKM@SA, Do you have any actions on this grid? What are the standard Method fields that you have on the grid? I created a customer grid with 11 fields some of them being standard and some being custom and it is a mixture of all different kinds of fields and I am not able to duplicate your issue. -Michael

I have 11 fields on the grid, some of which are new fields I've added to the table.  I can change or add data in both the original customer fields and/or my new fields but when I hit update the wheel just keeps spinning.  I've tried to update both text fields and yes/no fields.

Hi Jessica, You would need to modify the actions found on the Create Sales Orders... button on the Estimate screen. The sales order is actually created before you go to the sales order screen. -Michael

Hi JKM@SA, Which fields do you have on the grid and what kind of changes are you trying to make? I created a simple grid based on the customer table with the FullName and Phone as fields. I was able to change the phone number and update the grid. -Michael

Hi JKM@SA, To do this you will need to add a drop down field to your table by going Customize > Tables / Fields and clicking Edit Fields... on the table you want to add a drop down field to . Drop downs can be created based on unique field in other tables. -Michael

I am trying to get some new information that I've added to the estimate screen to then carry forward once I choose to convert to sales order.  Which screen do I have to add the action to in order for this to happen?