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Sorry -Michael, I mislead you on this one... The Bill TO is not automatically populating on the standard screen after created from the Work Order. What I meant is that I have been preparing the Field Services for my customer, and I am almost certain that the Bill To was populating when invoice created from W/O, until last week. Since then, it is ...

Bryan, Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below: 1. Go To Customize > Tables / Fields. 2. Edit the Activity table 4. Select Add a Linked Field 4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees) 5. Now select ...

Hi Mark, So, I don't think I have seen a webinar discussing how to link fields between tables. Can you briefly describe how to do that? Bryan Hand

Hi Bryan, In this case you'll use the activity table and activity job items table as the report child table.  Your customer info is a field(s) in the activity table.  If you need additional customer info,  you'll need to link those field(s) via the customer name in the activity table.  

He guys, I am in the process of creating my work order templates in report designer. One thing I can not figure out is how to bring certain fields into the report from 3 different tables. The three tables I need are Customer, Activity and Activity Job Items. If I choose Customer as the master table, I am only left with the ...

 Hello.  I am posting this on behalf of a new joinee to Method! ************************************* Can you take a look at the attached screen shots? In the first one, the list of invoices along the left are out of order. how do I sort by invoice number? In the second attachment, it shows that I only have 8 bills even with the ...

 Hi  Jacques, What you are looking for has now been implemented on the Estimate screen and should be added to the Invoice screen in the near future. :) -Michael

Hi Bryan, The Amount field is a calculated field and is generated based on the Quantity, Rate and Markup. What you can do if you want to be able to change the amount and have it reflect the markup is to put some actions on the Amount field so that when it is changed it updates the markup to reflect the new Amount. -Michael

Good Morning, It may work but there could potentially be some issues. QuickBooks itself returns the Invoiced QTY on a sales order so if the sales order can't go into QuickBooks the Invoiced QTY will never be correct. In Method through customization you can create an invoice from an estimate and have an estimate look like a sales ...

Hi, When I create an estimate and enter an item in the 'EstimateLine Grid', sometimes I need to change the amount of an item. I just noticed today that it will not let me do that. All I am trying to do is goto the amount field and change the price. However, when I click update, it just reverts back to the original price. This seems like ...