Method Community

Some of my Items have multi-line descriptions (with 'bullets'). Unlike QB, Method allows me to do this. :) Unfortunately, when I load these items into an estimate or sales order, the descriptions get condensed into one line. If I manually edit the description in my estimate or sales order, I can restore the multiple description ...

Still the case, unfortunately. Paul

 Has this SDK limitation been solved this year, or is this still the case?

 Josh - Easiest thing would be to first add linked fields in PurchaseOrderLine table under Customize > Tables.  Since there is already a join from PurchaseOrderLine to PurchaseOrder, you can display linked fields on the PurchaseOrderLine table from the PurchaseOrder table. Then in the API, you can just pull from the ...

I am trying to join the PurchaseOrder table with the PurchaseOrderLine table but cannot figure out the syntax to accomplish this in the MethodVBA examples. I thought I could accomplish this somehow with the sSelectFrom variable, but I cannot seem to get this working. Before I lose my hair, is this even possible?

Hi Michael, What you mentioned above is possible and it can be done in many different ways. Easy Method You can use the Retrieve value from table action to retrieve a sum to show on the screen, in your case a sum of invoices based on sales rep and date range. As for assigning a budget you could create a field in the Sales Rep table where you ...

Hello I am new to this so here we go all the way from the UK I would like the sales representatives who now all have their own sign on to see their total sales by customer within a month and then cumulative? Can this be done and can I add a budget so they too can see how they are performing? Michael

Thanks Micahel, that is awesome, nice done:)

Hi Diana, What kind of issues are you having? -Michael

Hi Monica, I tried adding a custom field to my Item Receipt in QuickBooks to see if it would come over to Method but I can't find the location where I can add custom fields to item receipts in QuickBooks. One option in Method is to add a linked field to the ItemReceiptLineItem table that links the custom fields using the Item. -Michael