Method Community

 Hello Joe, 1. It is not recommended that you create a screen based off entity table. It would be best if you did that via the subset tables.  If you can tell me what you are trying to do then we can guide you in the right direction. 2. Think of using the Entity table for data retrieval. So if you have a dropdown and for instance you ...

Hi Amanda, Thank you for the info. If the table is indeed 'special' and meant for behind the scenes purposes, I have a couple other questions about it. 1) Why is it that I can create a new screen based off this table if its data is intended to be from the subsets? 2) Will data enterred into this table appear in other tables as ...

Hi. First off, I would like to directly ask the purpose of a few shared results. If you look at the edit view of  Screen: 'Oppportunity', you will find a dropdown- Field: 'Customer'. The edit wizard for the 'Customer' field has 3 shared result actions created or set in its "Button_Click" event. If ...

 Hi Joe, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or ...

Hi. I was wondering, what is the use and significance of the Entity table? And is it possible to know which table a screen is based off of ? Thx, ~Joe

 Thanks Ryan, did you get it sorted out yet, can you let me know when its working.

Emma wrote an e-mail asking: Today we’ve tried to install Method Warehouse on another computer and it seems the installation is working, the ‘Sync’ is still going at the moment, however we don’t understand the following: For each item Method Warehouse automatically creates a customer bin and a receiving bin, for ...

You need to go to the screen that the transactions are on and actually delete them from there.  For example if the non-posted transactions is listing an invoice that isn't posted, go to the Invoice List screen to look at it. Back to what I just posted a few minutes ago.........this is even more evidence that something is off ...

Phil - Are you sure everything is actually synching up correctly in general?  1. If you go to QuickBooks > Synchronize, what do you have there as the last Full Synchronization date?  2. What about the last Changes-Only Synchronization date?  3. If you open up the brown "M" on your desktop next to the ...

Once bills are posted under Bill entry screen, the balances are not reflecting to the Vendor list screen. After a sync with QB, they are reflecting under the Vendor section of QB but still not posting to Method.   Thanks!!