Method Community

Hannah, Have you taken a look at the format strings on the existing reports? What exactly are you trying to summarize? What table are you working off of for this report? -Michael

Can not create an invoice from series.  

I took a look at each conflict, they were all instances of list modifications/deletions being made in multi-user mode and have since been rectified.   I also Exported the customer table to a tab delimited format and used excel to search for the missing customer:jobs, unfortunately there aren't appearing there either.    

Hi Michael, Thank you for your advice, but... I set the format string to {0:$0.00} a couple of times, and it wouldn't change the four decimal points. I tried to 'ignor null values' also and that didn't change it either. I also tried the 'ShipAddr2' and it kept inputting the first line of the address, not the second. I ...

Michael, Your missing one important part. ChildCode is also a dropdown field in the table Children. Strangley enough, I added a field to the SalesReceiptLine that is called Child, which is from where I am selecting ChildCode in the SalesReceiptLine grid in the SR screen; however, when I look at the SalesReceiptLine table, I cannot delete that ...

Hi cpitts, The best way to figure this out is to edit the table you are trying to import into and take note to see if the columns are checked as having to be unique or required. This should help you determine which fields have to be inserted and which ones cannot be duplicates. -Michael

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