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  • Creating a New Method Customer from an Outlook Contact

    &nbsp;The default behaviour is apparently to put the contact&#39;s name in to the Customer Name field, even if there is a company name in Outlook. There should be some logic to have the Customer Name be the Outlook contact&#39;s name only if the Outlook company name field is Null, otherwise the Customer Name should be the value from the Outlook ...
  • Re: How to get Purchase Order Number from the ItemReceiptLineItem Table

    Thanks Ryan. I thought there would be already a field doing that in the ItemReceiptLineItem table, and there is a field called &quot;LinkToPurchaseOrder&quot; which does that. However, as I mentioned in one of my previous post, that field will be emptied as soon as that ItemReceipt has been saved. When I just select the PO, and before I save the ...
    Posted to Method:Classic General Q&A (Forum) by seny on 09-21-2010
  • Re: How to get Purchase Order Number from the ItemReceiptLineItem Table

    Hey Seny, Sorry it took me so long to look into this, I needed to make sure I did the correct testing. Here is what I found; The current Item Receipt screen does not show you the PO Number, you are able to customize the grid to show you a link to the PO&#39;s LineItemRecordID. If you want to show the PO number, you can use the action ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-21-2010
  • Major Surgery

    I have a Method&nbsp;Account that I use for development and demonstrations. At this point it has so many things that have been put in and taken out that it is somewhat of a mess, and is not synchronizing correctly with QuickBooks. Is there a way to do a complete reset - start all over again with an empty Method database, select a new QuickBooks ...
    Posted to Method:Classic General Q&A (Forum) by emsegal on 09-21-2010
  • Field Services

    I am&nbsp;going to be demonstrating Method Field Services in about an hour and would like to show how a work order can be invoiced. However, on the Work Order list if I select a work order, and then say Invoice Selected Work Orders, I get a pop-up form that requires that I choose the related A/R account. However, no account appears in the dropdown ...
    Posted to Method:Classic General Q&A (Forum) by emsegal on 09-21-2010
  • Re: Work Order

    &nbsp;Hey Stephanie, I want to first highlight that currently in Method you can start with an estimate, and convert that into a WO. Once that WO is complete, you are able to convert it into an invoice. To gain access to this feature, you must have Method Full Blown with Field Services imported. Currently you cannot do this in QB, so the default ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-21-2010
  • How do I build the selection list

    I see there is an option when I try to filter a grid, called &quot;Build Selection List&quot;, and after I choose that option, I have some other options for the list: Type In, Value From Screen, Value From Session, Get Value From Shared Result. I&#39;d like to know how can I build up the list into a Shared Result so that I can use it in the ...
    Posted to Method:Classic General Q&A (Forum) by seny on 09-20-2010
  • Re: Work Order Sync to Outlook Calender

    &nbsp;Hey Haident, I am looking into this and will post an update tomorrow morning with my findings. &nbsp;
  • Re: Listbuilder timeout

    &nbsp;Hello, I just tried using the default List Builder screen and mine worked fine. It seems you have customized the screen. Can you outline the customization you&#39;ve done and the steps you&#39;ve taken, so I can try to replicate?
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-20-2010
  • Work Order

    How do I flip an invoice into a work order/shipping ticket/packing slip?
    Posted to Method:Classic General Q&A (Forum) by Stephanieh on 09-20-2010
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