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Ashur,
Thanks for the tip about the Send to Desktop command; it does exactly what I wanted.
Although I understand that you wouldn't be immediately implementing a discount functionallity in the stock screens, I already have what we need working, except for the class field, as indicated previously. If this field could be added to the ...
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Ashur,
I think you basically understand what I'm trying to do, but I don't think your suggested approach will work. In order to update this 'Discount Class' field in Quickbooks ( which is found on the Receive payments window on the sub-window for Discounts and Credits) it is necessary to have a linked field in ...
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Hi Ashur,
Thanks for the quick response on this. The MethodPUSH updating issue is clear, and I'm fine with that.
I have used the Class fields in other types of transactions, as you allude to, and they work fine there. My problem is that for the Class of the ReceivePaymentDiscount, I cannot find a related field in any table that I can ...
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I've finally gotten around to doing this, and have it working. There are few glitches though. I've implemented it by updating the discount fields of the ReceivePaymentAppliedToTxn table entry for the associated Receive Payment, as suggested. This doesn't, however, appear to pass the discount info on to quickbooks ...
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In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method. Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment'
thanks,
Rolf
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Hi Chad,
Thanks for the detailed explanation of this. I had misunderstood how it worked, assuming that higher roles let you see more, but that isn't always the case, and probably for good reason sometimes, lol.
This does beg the question of why would one assign a user more than one role, as the higher always trumps ...
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Chad,
The following only refers to buttons and not other object types, as they seem to be in varius stages of implementation for roles.
For buttoms, I am able to see the role tree and can assign them any way I like. It also displays which users will be able to view/execute based on the asssignments and the user's assigned ...
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Chad,
I didn't want to hijack a different thread, on which you posted:
by Chad
"I have to caution that there is a slight bug right now with the roles area so it may not be visible to you in this version of Method but our next stage release will have this corrected. "
but I have been having an issue with this, and am ...
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Chad,
Thanks again for all your help on this. I have to admit I was somewhat hesitant at first to use this approach, thinking it would be hard to keep track of all the tables, ect. However, after your input and doing some of my own testing, I have to say the Method team has done a great job of this process.
What I've found is if you ...
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Hi Chad,
Thanks once again for the quick reply and helpful info. Of course this raises more questions.
If I have understood you correctly, a table is copied over (with without its data, depenciing on the data checkbox) only the first time. Once that table exists, It is not subsequently copied, nor is any of its associated data. Since ...
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