Method Community

 The default behaviour is apparently to put the contact'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's name only if the Outlook company name field is Null, otherwise the Customer Name should be the value from the Outlook ...

Thanks Ryan. I thought there would be already a field doing that in the ItemReceiptLineItem table, and there is a field called "LinkToPurchaseOrder" 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 ...

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's LineItemRecordID. If you want to show the PO number, you can use the action ...

I have a Method 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 ...

I am 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 ...

 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 ...

I see there is an option when I try to filter a grid, called "Build Selection List", 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'd like to know how can I build up the list into a Shared Result so that I can use it in the ...

 Hey Haident, I am looking into this and will post an update tomorrow morning with my findings.  

 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've done and the steps you've taken, so I can try to replicate?

How do I flip an invoice into a work order/shipping ticket/packing slip?