Method Community

UPDATE: I just don't think it's possible to do what I needed to do using the basic Report Designer functionality. So....I just created a custom reporting table structure shaped the way I need it, then designed the Report using these tables. At run time, these tables are filled with the selected data prior to the Generate Report ...

I have not tried to copy and edit the Sales Order report.  The problem is that I am making a "Sales Order," but our Sales Order is more like a Statement of Services or a Work Order, and not a Sales Order like the report which exists.  However, the Sales Order (Custom) report can be illustrative.  In your report, the ...

Any update, folks? I don't want to hamper your debugging and investigation efforts, but I'm coming up on the end of the month, when accurate reporting is critical. Since I haven't heard back, I assume you still don't know what happened - that is, how a couple of Contacts ended up in the Employee and Sales Rep tables. If it ...

Paul, Thanks for the add'l info, very helpful.  I'm very familar with how QB BuildAssemblies works, have created and used many assembly items.  What I'm trying to learn now is the intricacies of the API, DB and DB Tables and process.   I understand both ItemInventoryAssembly and ...

All of that is correct but I have already created a table and screen for the PARTS ORDER FORM.  How do I create another Table for it to create the PARTS GRID that will be "ATTACHED" to the PARTS ORDER FORM screen?   For the RMA screen  there is a RMA table that I built the screen from and a  PARTS RETURN Table that ...

What you'll need is to use a Character Function to join the two values.  That character function will save the joined values into an action result that you can then insert into the appropriate field in the grid. As long as you make that field unique in the table, it can act as your key. - Adam

This is sort of a continuation of the issue I had with getting description-only lines into Method. I noticed that originally, there were two fields required for the various LineItem tables (excluding RecordID) - the Item, and the Rate. Since I brought up the issue of description-only lines, someone at Method helpfully "unrequired" ...

Hi sbradley, Judging from the error it looks as though there is a permission issue.  Can you look at the Assigned To person for the web-form. Check in the Edit User wizard and see if they have a) access to the tables the web form is using and b) Access to the API in Step 8. Hope this helps, Adam 

error I got :  Failed to decrypt sub-resource 'None' payload on cloud with error: Failed to decrypt sub-resource payload { "name": "Linked_SalesOrder", "properties": { "description": "Calling Salesorder_Api ", "annotations": [, "type": ...

Let's walk through the process of figuring out what to submit to the API.   Step #1 - Identify want we want to create - in this case Opportunity Step #2 - Query the field list for Opportunity <soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:tem="http://tempuri.org/"> ...