Method Community

Pamela posted a questions asking: I'm having dificutly adding lines to the Bill of Materials. I added a tab and copied the Item Screen from the Full Blown Version onto it. It lets me add items but won't allow me to add lines to the BOM. (It is another assembly I'm attempting to add in a fractional quantitiy to the BOM if that ...

 Phillip, Yes that is correct. Thanks.

So the "save" happens initially when the customer is selected? And the purpose of that save is to obtain a record ID? I saw that in pay selected invoices button actions. That makes perfect sense. I'll train myself and the users to hit delete if the invoice, estimate, etc is unwanted.   Thanks for the clarification!!

Glad to! I talked with our client and we're also going to pull that character out of the item list before the week is out. I'll comment if we still see the issue after we remove the character. Thanks!!

 Hi Phillip, To help you understand how invoices work; when you are on the invoice screen and you select a customer, automatically that invoice is saved.  The reason for this is so we can have a saved invoice along with a record ID which allows us to assign line items back to that specific invoice. The same applies to Sales Order, ...

Hey Phillip, I am passing this information to our team to see if this is the cause. I will have an update for you tomorrow after we talk. Thanks for the help figuring that out!  

 Hi Phillip, Thanks for pointing this out, we are looking into this.  I'll keep you posted.

 Hi Phillip, Once you finish entering the new item(s) you then hit save and close. It then takes you back to the invoice screen where you then have to either click on the drop menu for your new item or you can start typing the name of the new item you just entered. It should then populate your invoice. Then click on the update button. Let ...

 Hey Phillip, You can have Method use RecordID for the unique numbers. If you do this, you must only use Method to enter in invoice's. If you use QB as well then you will run into duplicates possibly. An action you could add would be to have Method check the number of the last invoice, then have it add 1. Hope this helps!  

it looks like the character that is causing us a problem is the " in the item name my template account has three items on the 2nd page of the inventory item list filter that you can look at it you'd like. i had no problem replicating the problem on my template account so I think I've isolated it hope that is helpful!