Method Community

What is the process for the follow: If I am in the customer screen and want to create a PO for that customer.  From the customer screen I want to select a button that opens the Purchase Order screen and automatically insert the customer (ship to) information.    

Ok.  After some thought, I check my customizaton and I believe that the error was caused by it.  I'm still havng problems, but I need to check some things out before posting.

Matt, For each APIDelete call there will only be one record deleted at a time. The problem appears to be the table was an accounting table and there were some locking issues when trying to perform some accounting clean up tasks that caused the error. We've updated the APIDelete. Can you call the APIDelete again and see if the error ...

I am receiving the following: "QuickBooks returned an error when adding/modifying a accPurchaseOrder record. The error was: There was an error adding, modifying or deleting FFAF-1238106148 because it is already in use. QuickBooks error message: The transaction could not be locked. It is in use by another user..." I received this ...

I tried using APIDelete and the response was "ThisSqlTransaction has ; it is no longer usable" it deletes 1 record, but I wanted it to delete multiple records, is that not allowed?

You can create your own “PO” number in the customer screen. If you're making an invoice or estimate manually, you can pull in that value when the customer is chosen from the dropdown list, the same way you pull in their address info and terms. But, since you're using Method Field Services, you’ll have to do a bit of ...

I have a design question in regards to the customer PO field.  I see where I can enter the customer PO into Estimates and Invoices, but I would like to enter it at the time I create a new customer / Job.  I do not normally create estimates and I need to retain the PO number before I create the invoice. The other concern is if I ...

Last month on our blog, I announced that I will be heading to Atlanta to participate in the Scaling New Heights Conference being hosted by Joe Woodard. If you haven’t heard about this conference yet, you should read my blog post from last month by clicking here. Joe is actually offering a series of FREE webinars, leading up to the ...

No probelm!  It's my pleasure to help out.  Here's some additional info... 1. Great.  Let me know how the Delete button works for you! 2. Since you're calling the individual records from different tables, let's say the CallReport table and the RMA table, each table has it's own unique RecordID that you can use ...

  Thank you for the response. The Delete button I will try today.  As for #2, yes I’m using a drop down and calling it from the previous screen.  For example I create Call Report 001 and then it becomes and RMA.  I then go to the RMA screen and when I pull the drop down for Call Report Numbers I select Call Report ...