Method Community

I would like to create a report that would mimic the "OPEN PURCHASE ORDER" report in Quickbooks.  I would like this report to contain these fields:  Order Date, Vendor Name, PO #, Amount, FOB, Ship Via, Due Date, and Buyer (which is a custom field).  I have only modified existing reports, I have not created a report from ...

I want to add 6 custom fields to the vendor screen some of which will be free text and some of which will be drop down lists.  Can you walk me through all of the steps I need to take to accomplish this? For example I want to add a field called "Supplier Classification" to the vendor tab so that every time I create a new vendor or ...

I need to revisit this issue.  We had created a work around where we put the company name in a label on the report designer and this works for us most of the time.  However, we now drop ship some of our Purchase Orders and ship directly to our customers, so in this case, having the label with our company name in the "SHIP TO" ...

Works like a charm in my tests.  Thanks man!

Agreed.  I found my answer with quickbooks forums.  Let me know if I am able to hide the "subtotal line item" from the estimate/PO when viewing/printing

Jason, when setting up the Discount item, which "account" would I use?   Accounts Receivable?  I plan on using this discount item on invoices and estimates.   Thanks

I would like to have the ability to add a total % discount to an Estimate or Invoice.  Currently this is how I do it......I had set up a new item called 5% discount which deducts 5% from the line item above.  Howver this only works when I isnert the 5% discount item right below any other line item.  If I dont put this discount item ...

I am trying to add a total "markup" or profit for the estimate, at the bottom like it is in quickbooks (under the subtotal and above the total).   I asked our consultant for some help and here is what he said: 'You can set the markup column in the grid to have subtotals calculated for you in the grid itself. At the ...

When i convert a lead to a customer the address doesnt carry over correctly.   Address Line 1 has the company name and address line 2 has the street address for the lead.  However, when we convert that lead to a customer address line 1 carries over correctly, but address line 2 doesnt.  Instead of the street address, the ...

We had Method customized so that sales orders are no longer an option so that you can convert an estimate into an invoice.  However, when we do that, the unit cost of the non inventory items we sell carries over onto the invoice, instead of the sales price.  Can you tell me how to fix this so that the sales price carries over to the ...