Method Community

Hello Antonio,    I have had a problem recently reported where a transaction that has a 0 balance and will not sync.  We were still looking into the cause.  Give Method support a call or email support@method.me.  We can create a case and take a better look.  Greg

Hello,    There isn't a way to merge two screen together.  You will have to create a new screen based on one of the two tables.  Then, add link fields from the second table to the first table.  Now you have access to fields in both tables for the one screen.  Take a look at the Activity screens and ...

Hello Garett,    I need to do some more research myself. I did have some questions. How are the files/pics being retrieved for the report?  Is it going to the DocumentLibraryLink table and getting the information that way?  It looks like SmartVault is not allowing access to the files for the report or there is something ...

Hello,     Method does not have a table that stores the lot layers or information on lots.  It looks to be a straight sync of the lot number/name.  Unfortunately, you will need to know the lot number and layers from QuickBooks when entering the invoice from Method. Greg

Hello,     The lot number is stored in the SalesOrderLine and InvoiceLine table. The InventoryControlBin table is from an obsolete application in Method and is not used anymore.  The InventoryControlLocation table will store the location of the bin.  To see it in your Sales Order or Invoice screen, you will have to add ...

Thanks Matt for the post.  You are correct.  In the screen designer, there is no merge function.  You would have to add lines to one section and drag your objects to those free lines. Have a good day, Greg

Hello Jen,     You are in luck! We have reports that you can run from Method on various items including customers and contacts. Here is the blog post on Method reports that has more information.   In Method, go to Customer -> Customer Reports.  On theis screen you can generate simple reports on your customers and ...

Hello David,    Unfortunately,  Method does not have a timer or auto-action that you can use to send out automatic reports every day.  There has to be a user action to start any process in Method. This can be either a click of a button or change in a field.  There are certainly ways to send it to multiple email ...

Hello Cindy,          You can do the rounding in a 'Basic Match Calculation'.  (There is another forum post on it here).  It would be setup by retrieving the value you want to round, adding 0 and selecting a rounding option.      For commas in numbers, there ...

Hello Blake,     You are right.  From an action, you can call other actions within the screen or copy actions.  Also, we don't have a "global call function" where you can store actions in a central place and call it at any place.  Most likely this is due to the complicated nature of developing global ...