Method Community

Dumb question here...can I get an explanation on how/when Sales Tax is added to Estimates and Sales Orders? Does it make any difference whether a Customer is Taxable or not? It seems like the only thing that determines whether tax is added is whether a line item is taxable or not. Thanks

Thought I would share an update on getting UOM on my Estimate and SO line items working correctly... When syncing with QB, Method was having a conflict trying to map 'By the bag' or 'By the gallon' UOM. It was trying to map and sync the UOM on an Item using these phrases rather than the 'bag' or 'gallon' ...

Thanks for that. I figured most of it out last night and just updated this post with my findings (about the same time you were typing up your response, it seems). Thanks again...

Just a quick update for anyone that might be following (now or in future)... I added Contact (as a dropdown) and ContactName (as a linked text field) to the SalesOrder table. I then dropped the Contact field (the dropdown) on the SalesOrder form, binding the selected value to the ContactName. The Contact dropdown is filtered as follows: ...

I want my salesmen to select a contact each time they create a Sales Order. This information would also need to be present on the Work Order the guys in the field will use, as well. Has anyone customized the Sales Order screen to allow for selecting a Customer Contact (would like the SO to have the selected contact's name and phone ...

Thx, the where clause really is what I was looking for...it just wasn't obvious to me for some reason. I'll give it a shot. Thx.

I want to add to the action that fires when an Item (most of my items come from ItemInventory) is selected for an Estimate/SalesOrder/Invoice line item. What I want to do is have a particular item's Unit of Measure inserted on the line item. It seems I need to do a lookup but I'm just not sure exactly what values I need and where they ...

Installed QB Premier 2012 R4 and it seems the issue is resolved. Thx

Sorry. Should have said what QB version we have. We just upgraded to Premier 2012. Thx for the link. I'll try installing the updated manually (even though I'm already on 2010) and see if it works. Will report back with results. Thx again

We are still trying out Method at our business. Everytime we log into the computer where the Method engine is running, we are unable to open QB (don't use QB everyday, just 3 days a week). An error occurs saying it's already running. The process is clearly resident, but the QB GUI is not running. Only way to solve it is to kill it in ...