Method Community

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?

An update was posted on www.twitter.com/followmethod today about new printable Sales Order and Credit Memo templates.   Cheers to Method_Amanda for her work on the templates. Paul 

Thanks Ryan. I was using that work around, but I found it a little bit awkward. I guess I have to stay that way until there is a better one. By the way, did you get a chance to see my other post? which is about the PO number from ItemReceiptLineItem. Would you please let me if you found something? Thank you.    

Today we pushed out changes to the default screen for Sales Orders and Credit Memos. - Sales Orders are now printable (finally!!), using the "Sales Order (Custom)" template, designed by Method_Amanda - well done Amanda! - Credit Memos are now printable, using the "Credit Memo (Custom)" template, also designed by ...