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Hi JohnnyW,
To set role permissions at the screen level first go to Customize>Tabs. Click on Edit Tab Links... next to the tab that the screen is located in. From here you will given a list of the tab links (screens) within that tab and the option to set the role permissions for them.
Note that if the screen ...
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Hi Michael,
Check if you have any conflicts in Method. If you do, they will continue to try and sync until they are resolved. To check this in Method go to Quickbooks>Resolve Conflicts. There is also a similar post here that might help.
- Jason
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Hi fmf7,
Sorry for the delayed response on your latest post. When Angelo said "in-depth customization" he meant customization that is advanced and beyond the scope of these forums. The tools are all available to you in Method to complete the project yourself, but you may need assistance depending on your knowledge of the ...
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Do you mind sending me an email with your Account Name and contact information? Also, can you enable the MethodSupport user on your account? To do this, go to Customize>Users and in the Edit an Existing User section check the Active checkbox next to MethodSupport. From here I can sign into your account and take a look at the ...
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Josh,
Another possible solution is filter your grid by the IsFullyReceived field from the PurchaseOrder table. You would have to link this field into your PurchaseOrderLine table.
- Jason
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Hi Sue,
Are you asking if they show up on the dashboard like in the image attached? This number is calculated by adding activities that are not cancelled or completed and that have a DueDateStart that is less than or equal to the current date.
If your email preferences are set up correctly you can edit your user settings by ...
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Hi ubiquitas,
That's not a stupid question at all! There is actually a very similar post here. Basically, if the Format String of the field in the Report Designer is set to "c2" then the PDF will use your browser regional settings to determine the currency symbol.
- Jason
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Hi Jason,
I did some testing and found that if the you turn on Allow Edit? in Step 5 of 9 of your Grid Wizard then you will get the blue bars as in your screenshot. If you turn Allow Edit? off and check the Auto Grow? button you should get the results you are looking for. Let me know if this works for you.
At this time ...
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Did you save the modified report as a new report? Or did you modify the stock Estimate report?
On another note, I said in a previous post that the Windows regional settings will change the currency (if the Format String is set to "c2") but I believe it is actually the browser regional settings.
- Jason
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Hi Josh,
IsManuallyClosed is set to true or yes when the purchase order is closed in Quickbooks. I would suggest exporting the PurchaseOrderLine table and seeing if the items marked as false in the IsManuallyClosed field are actually the items that you were hoping would show up in your filered grid.
- Jason
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