Method Community

Hello again, Well, once again we'll need more information.  At this point, we'll need to know the steps you've taken so far to try and get your discounts to take effect.  Which actions have you added, etc.? 

Kristopher, I figured this one out! Thanks for your reply. I have posted another question. If I can have some assistance with that I would greatly appriciate it.   

Hello! Please provide us with more details and we can assist you!  Have you already logged on for the first time and synced with a QB database?  If so, are you trying to access the same database or are you trying to manage multiple QB databases?  Are you the admin of this account?  Are you wanting to set up a new user? ...

I have built some logic in the sales order screen using conditional statements to automatclly discount sales orders 5% when the subtotal reaches $1000.00. It is not working. I do not know what i have done wrong.    

 

You should have access to Method from any location or computer. Due to the nature of your error message, the issue was found to be the login info you were using, specifically the Company Account. For future reference, run through the list of common problems below and see if this solves the problem. Company Account: Clear cookies and pre-populated ...

I am able to log in on my laptop, but when I try to log in on my desktop I get an error message stating that I am not registered.

I would suggest is taking a look at how this currently done for Invoices, specifically looking at the report properties from the Invoice_PrintPreview screen.  If you dig into the report properties you’ll notice this report takes advantage of the Filter Options.  This filter only includes the Invoice with the RecordID that is currently ...

This worked great.  THank you.  I also need to add some sales rep contact info so vendors (via purchase orders) and customers (via quotes) contact the sales person directly.  How do I add that table to my PO and Quote report form? Thanks, Laura

I added a 'report' at the bottom of my purchase order screen and quote screen so my sales people can view and email the selected form but my report includes ALL quotes.  How do I tweak this so only the selected quote is showing?  Thanks, Laura