Method Community

Are you just trying to reference a Customer's name on a PO? PO's are usually reserved for Vendors.

Well also it seems like the original error message you were getting may have been caused by you trying to alter an number that is assigned by QuickBooks.  The PO number is a number generated by QuickBooks and cannot be altered or QuickBooks won't be able to recognize it.  What you might want to consider is taking that value from ...

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 ...

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 ...

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 ...

Hello!  Here's some advice for you. #1. To add an 'Are you sure?' message to the Delete button seems to me like you'll want to use the Show Message action which you can trigger on click of the Delete button.  The message can then warn the user that they are about to delete the report.  The message also gives you the ...

I'll have your Business Systems Consultant contact you ASAP to get that booked for you!

Sure!  The IP address to our server is 67.192.223.114

I love my gadgets.   I really do.  So when we started talking about making a connector that would allow Xora users to integrate with Method and of course QuickBooks, I was pretty pumped.  Haven’t heard of Xora before?  Well, Xora is an alien creature from a distant plant named…..just kidding!  Okay, all ...