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Great suggestions...I finally figured out what changing the field sizes in conjunction with number of columns does. Since I have a large monitor (and my client may not), I've opted to have the Notes at the bottom, underneath the other fields and it works fine. Thanks!

That makes sense, but the action sequence of the On Screen Load event still looks a bit clunky and just setting the value to null would be cleaner instead of using the conditional statement.  I can see why this would be necessary though.

 Hi Antonio, I have gotten some feedback from our team on the Work Order to Invoice process and I have been told is being revamped to populate the Bill To information without going into QuickBooks and should be pushed out in the near future, :)  [quote user="acldemac"] It was working fine with Estimates and Invoices - ...

Hi akoumjian, I would have the save section be the first action in the text change event. What you can do to ensure that your action results/RecordID are being assigned/retrieved correctly is to place a Show Message action in the action set and have it display the current value of action results and move the position of that show message action ...

 James, [quote user="jnoneiliv1"] The intention is clear that the Sales Order screen should open with a null value for the Customer in the header, but I don't understand the circular logic of checking for non null, then making the value  null, but if the value is already null, just doing nothing.  In this case, it ...

Thank you Michael, for your prompot answer. I had the invoice number already sorted out; my question isthat I am trying to create an Invoice from a Work Order in Field Service Center, and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens, so I am not sure if I am doing something wrong, or if I am supposed to ...

Hi Antonio, Can you please enable MethodSupport and email your Account name to m.melo@methodintegration.com. I will login and take a look to see what can be done :). -Michael  

Hi Antonio, I would remove the tab link for the estimate screen that is not working, from the Customer Center tab. If you go to Screens > Customize do you happen to have any duplicate screen names listed? Regards, Michael

Hi Antonio, This previous thread should point you in the right direction http://www.methodintegration.com/cs/forums/t/1331.aspx. The steps in the mentioned thread are for estimates but can be easily adapted to work with invoices. -Michael

I think this is the right track, even though I couldn't get save section to work as I hoped. If this was working before the recent backend updates, any more ideas on what can fix this?