Method Community

Hi Hannah, [quote user="Hannah"]First, when I add a subtotal field it calculates correctly except for adding four decimal spaces, even if there is no change there will be four zeros [/quote] You will need to edit the summary properties and set the format string to {0:$0.00}. [quote user="Hannah"]Second, the sales tax percent ...

Andy, Is your packaging list screen based off the invoice table? If it is you should just be able to drag the Sales rep field from the fields on the left and that would display the value from the invoice you saved. How did you add the Sales Rep field? -Michael

Hi Tracy, I would address the entity conflicts anyway because they could be part of the reason for this issue even though the conflicts aren't directly related to the customers that are missing, after addressing the entity conflicts perform a Full Sync. If you want to determine if the customer is actually coming over to Method and maybe just ...

Hi Matt, What browser are you using? Are you by any chance using any on screen load actions that might be overriding the defaults? I created a copy of the Add / Edit Work Orders screen and set default text and it was loading each time. What type of fields are you setting default values for? -Michael

Brett, I tried the following: Created a new table called GeekoidTest and added a text field called ChildCode and checked the unique box. I edited the InvoiceLine table and added ChildCode as a drop down using the GeekoidTest table. I edited the InvoiceLine grid on an Invoice screen and added the ChildCode drop down to the grid. I was ...

Thanks Michael. I've actually seen that webinar a couple times already, but watching it again with what I needed to do in mind really helped. The key for me was as easy as step 1 of the dropdown wizard: Choose from an existing Table. I've created new fields from scratch, but just couldn't find this option to re-use them. I guess I was ...

Hi, Does each inventory item have to have a different Manufacturing part number? Can I have different inventory items with the same manufacturing part number essentially? I'm running into issues importing information on this. 

I am customizing an estimate with the report designer and am having some issues. First, when I add a subtotal field it calculates correctly except for adding four decimal spaces, even if there is no change there will be four zeros. Second, the sales tax percent field does not automatically populate. When I choose a sales tax from the sales tax ...

I just re-read my post and realized it made no sense. Let me clarify. The field itself carries over. It's a drop down with our selections of sales reps from Quickbooks. However, if I make a selection from that drop down list in my Invoice screen, and hit save, that selection doesn't carry over to my packing list screen. For example, if I ...

I have two customers that exist and are active in QuickBooks but they do not sync into Method (customer list screen). What makes this even stranger is that the Jobs asscociated to these two customers do sync into Method correctly.   the 2 Examples are Xterra/Dirty Spokes (parent customer - does not sync) there are 18 Jobs for this ...