Method Community

Closed.  I have it fixed.  I had a refresh grid action in there that must have been looping continuously.

I have successfully created a portal for my vendor.  It's one simple tab with a grid they CANNOT edit.  It appears to load the data just fine.  But, the little "working" spinner in the middle of the screen doesn't stop spinning. Thoughts?

Sorry, didn't know that would regenerate.  Got it and it's working beautifully.

If I ignore that error and proceed, when I get to step 4, I get it again.  If I ignore there, all my dropdown options are NULL.

I actually tried that too and again this morning after your suggestion.  I added a dropdown field to the Opportunity table called Vendor with Field:FullName.  Then editing the CRMQBO_EditOpportunity_GPS screen, I added the filed to the layout.  When I click on Edit for that field to add filters, actions, etc. I get the following ...

I've tried this a hundred different ways to Sunday and either there is a bug or I'm doing something wrong (probably the latter).  I am attempting to add a Vendor dropdown to the opportunity screen.  Ultimately, I want to pull in the Vendor FullName field. I added a Vendor dropdown field to the Opportunity table.  Chose an ...

Another concern would be that this will create that TOKEN missmatch sync issue I experienced over the weekend.

I created invoice number 62966 in Method with a Third Party BillTo name and address different than the customer associated with ShipTo Information.  When it synched to QBO, it changed the BillTo info in QBO to the customerinformation.  I'm not sure if QBO then kicked back to Method with the customer billto info or not, but not they ...

Hmmmm.  I can't say that I remember specifically editing these Invoices in QBO.  I know I did edit them in Method when I added a custom field to track WorkorderNumber and also "untaxed" all the line items due to that other issue.  But, I did that to all 6 invoices that I posted payments for on Saturday and all but 2 ...

On 10/8 I processed payment on 6 invoices in QBO.  4 of them posted paid correctly back to Method.  Two showed up as conflicts on the Quickbooks>Resolve Conflicts screen.  Below are the messages: Could not add/edit the Invoice '2859'. The response from QuickBooks Online was: INVOICE_INVALID_SYNC_TOKEN - Sync Token has ...