Method Community

Hi ITfrom Valor, One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2.    The Company table has only 1 record and it is available for every report.  Then on your screen - set up fields to choose your dates.  Through actions, populate these values to your ...

HI Rick, Not quite sure what you are doing..but... If you just want to find records where SO exists, why is your report not using the SO table as master and SOLine (if need) as detail or your SO Pkg detail.  Only SO will be in the SO table.   I have found that the report generator action can be kinda fussy as to what record ...

Hi Rick, If you want to create a customer statements in Method, then you need to create a custom report for that. You can create custom reports using Report Designer. Here’s the link for Report Designer: ...

How Can I get the sales order number to auto generate while posting with MethodAPIInsertV2?

Hi Mike Imagine I was looking at customers and their sales orders. I have 3 customers, 2 of which have ordered off me.  My data would look like: Customer            SalesOrderNo         Amount Customer 1 Customer ...

Hi Yashpreet I want to create a statement to send to the customer whilst in method.  We don't use statement charges, it's just about providing the info to the customers from the sales team. Thanks Rick

Hi Jack, I was able to replicate it on my account. I created a ticket for our developers to take a look at this issue.  I will update you once this is resolved. Yashpreet

Hi. I would like to create a report that would provide us with detailed list of each date (from a chosen date range) and would print out summary of how many WO were opened, completed, accepted etc. at that date. Of course I am quite uncertain it can be done in Report Designer as I am not sure how to loop through a date range selected on a screen. ...

I am new to Method and setting up work flow as follows: estimate, invoice, purchase order.  How can I customize to automatically convert invoice to purchase order? (We find using a sales order redundant). 

Simone, Glad to hear you are back up and running.  That seems odd about the limit on how many fields you can retrieve - as there shouldn't be.  If it continues to be a problem, please post back up here with further details - including the API call and parameters you are using to retrieve the data.  This will help us try to ...