Method Community

Hi FurryWombat, You got it. The IsFullyInvoiced, and IsManuallyCosed fields cannot both be TRUE simultaneously. IsFullyInvoiced is conditional on the fact that every line of the transaction has been invoiced. So if you have a Sales Order with 2 line items for example, and fully invoice both line items (at which point the SalesOrder ...

Ben, That's a solid answer if I've ever seen one. Thanks! So, if it's fully invoiced, the IsFullyInvoiced boolean will be TRUE, and IsManuallyClosed will be false, because the two cannot coexist. So the ONLY way we would get this message would be in a scenario where a sales order is already fully invoiced, or zeroed out, synced to QB, ...

Hi FurryWombat, Short answer - Yes, QuickBooks closes fully Invoiced Sales Orders. On the QuickBooks side, A Sales Order being 'Closed' and 'Fully Invoiced' are seen as two different statuses both ultimately representing the Sales Order in Non-Open status. For example, if you create a sales Order in ...

Hi furrywombat, This is something we plan to look at in the future, but as I understand, it's a very large task. As such, I can't yet give you a timeline for when this will be available or what it will look like when it is. Sorry for the inconvenience. --Audisho

Ben, you're brilliant! Works like a charm! Thank you!!! -Justin

Hi Justin, Sounds like most of what you are doing sounds correct, but I have an idea what might be going wrong here.  How are you actually adding the dropdown object to the screen in question? It sounds like you are adding a generic Dropdown, and configuring it to reference your 'Customer Discount' field. If ...

Can someone please make a recommendation regarding the best device or setup to use for doing work orders in Field Service Manager on 3g and LTE areas with no wifi access? Thank you Maureen

Audisho, the only thing that's preventing us from making that move is the lack of SQL override. And we've been itching to make the move. I'm sure we are not alone in this... are you guys going to be souping it up a bit? Is that why it's taking so long?

Hi furrywombat, Unfortunately, not yet. You can use the expression builder for more basic things like showing multiple fields in a single column or basic math calculations, but it's certainly not as flexible as the SQL override feature in classic. --Audisho

Hi there,  Do you have any good tutorials on how to add a drop down field to a screen?  I'm currently in the process of creating a new dropdown field under our New Opportunities screen called "Customer Discounts" (obviously to keep track of any discounts we've provided to our customers)... I've ...