Method Community

All Fixed - did not realize we had messied a step in the process - reviewed the recorder webinar and figured it all out! thanks - Kevin

 Hi Jacob, The batch invoicing option that is available on QX desktop is different from how it is in Method. It is possible to do it in Method, however you'll have to follow the steps I outlined earlier.

Greetings Method Folks - We keep on getting the following Message when tying to creat a new Opportunity -yet the field that it is asking to be filled Does Not Exist - therefore we cannotenter any New Opportunities. Anyone at Method see this before?? 'CustomerRef' is required field when saving a record. Please make sure the field ...

From customer list to transactions when I push the go to next to the proper invoice number it gives me the error

 So at this point the only way to see the invoices is to go to the customer center under each specific customer I have to find the invoice number and then leave the actual customer screen andgo  to the invoice screen and put in the number its so much more time consuming i need to be able to be under each customer and click the go to next ...

 I am in the customer center under a customer then I push the go to next to an invoice number and it gives me the error.

The message is appearing because somewhere a Method action is trying to reference a screen that you deleted. Can you please outline the exact steps you are taking before getting this message? What tab are you clicking? What tab-link are you clicking? Finally what screen should be loading? Have you also deleted tab-links recently?

 Amanda - Thanks for the help. Does this mean that the end of month batch invoicing option is not available in Method as it is in QX? Jacob

 Hi Jacob, Yes, you can do this in Method. You can set up a recurring work order for your billing installment, with the invoice type of "To be Invoiced" and occur on a monthly basis. You may want to assign this work order to someone who takes care of billing or who would be taking care of the invoicing, as opposed to someone who ...

Palmer - If you want to add extra contacts, don't insert them into the Customer table.  Insert them into the "Contacts" table. For the Contacts.Entity field, use the value from the customer.fullname. No need to get RecordID. What you were doing was trying to insert a duplicate customer, which wouldn't work. Once you try ...