Method Community

Thanks very much for your help Paul! I found that their item list contains more than 50 of similar items zzz-zzz-0010 / zzz-zzz-0020 etc etc a few groups go past 50. I think we're going to re-work their item list to keep it in groups of 50 so their field techs and speedily create the invoices.

 I need two screens reloaded: Documents and FieldService_AddEditWorkOrder_WF.  They are no working correctly.  

They don't have to be that familar.  As you type in, it is a "search contains", not a "search starts with", so as long as they have some idea of what they are looking for they'll find it - which they would really have to..........who wants to scroll through hundreds or thousands of items without having a clue of ...

I've found a couple of screens where the balance column goes out 4 or 5 decimal places. Is there anyway I can change that or is that something you guys will change? Example: Customer Center / Customer List / Transactions / Balance column   Thanks much!! Phillip  

Hello all! I have a client who has discounts that he needs to apply to individual line items. In testing his account, I'm finding that when I enter the charge and then move to the next line to bring up the discount item (20%), that it is not applying this to the line above as it does currently in QB. I tried to enter a quantity on the ...

Good deal. So the employees are going to have to be very familiar with the item list. Great! Thanks for your help!!

Ryan, Thanks for letting me know how it functions. The scenario I need to solve for is my client has customers who pay specific invoices and on occassion, they over pay. So they might pay 10,000.00 to cover 5-10 invoices. On one of those invoices they may have transposed the numbers and may end up with a 9.00 overpayment. My client needs to be ...

Fran - I've had that happen to me before.  If I hit Save & Close in the designer, then come back in, it lines up for me fine again.  It's a small glitch with the layout designer screen that we need to get to the bottom of. Paul

Philip, It shows the first 50 items. See this post http://methodintegration.com/cs/forums/t/235.aspx. It's a web app, so it has to be smart.  What if there were 15,000 items in their item list? It would take forever for the item list to download over the internet each time. So what we do is show the first 50, and then leave it up to ...

 Hey, First lets think about the payment. Either we are paying a specific invoice or just putting money on our account to pay down current balances. So if you had a $100 and you wanted to put it on your account. You would enter it as "Auto Apply Payments" and the $100 would go on the account. If you only had a balance of $75, when ...