Method Community

Hi Ben, Thanks for all these information. Sorry that I didn't mentioned that I change the action of "Vendor's dropdown", so it does not save Bill when vendor is changed. I also tried your suggestion like: 1. in "Select PO..." button, I add an action to call default "Save" button as the first action. (Right ...

Hi Alex, Just so I have everything Correct here,  Essentially What youve changed on the Bill Screen is that on the Select PO... button, youve added a "Save all sections" some where between Sequence 1 and 4 Is there a reason you needed this functioning in this way? On the stock screen (and by extension, ...

Hi Mike, Could I grab a little more detail about what the chart is displaying currently? My thoughts are that you have a Chart object on your screen in method, and have a dropdown on the screen containing the stages of your opportunity. Im assuming the chart then filters (Based on Step 2 of 4: Filter Options of the chart object) by ...

Hi, This issue bugs me for quite a while, and can not figure it out, I'll try to list the issue I met here, and see if you can shed some lights: 1. I copy default "Bill" and do little customization on it. 2. In Method's "Bill" screen, before users hit "Select PO" button, the screen actually asks users to ...

Hi Again Martina, When you are Updating records by Importing the Records back into Method, you need to ensure that you have the Update existing records by matching the key fields option checked when preparing the data as I mentioned in my original Post. There really isnt a quick way to Delete duplicate records once they are in ...

The following updates are now live for users of Method:Classic.  Platform Updates Updated purchase order line item logic so that subtotal line items do not receive a quantity by default. This resulted in QB conflicts in the past. (Ticket AS-1410) Fixed nested looping so that inner loops can process more than 500 records ...

Hi James, Ah I see. Would you be able to try copying the FieldSerivce_Dashboard(2) screen you created, and on Step 3 of 3: Tab Link  checking the box which says Replace links to an existing screen and selecting FieldService_Dashboard(2) for me? Its possible something went wrong in the copy here. Let me know how you go with ...

Hi There, My apologies for the slow reply here. Depending on how this has been set up, you might need to locate and change this code in QuickBooks directly. Im assuming youve added a custom field to Quickbooks which then syncs to method with the pre-generated EDI code. This works fine, however due to a limitiation in the QuickBooks SDK, you ...

The name of the screen should be FieldService_Dashboard(2). Some how this screen reverted to an old one. 

Hi There Lance, Ive just had a chat with the team here, and unfortunately the way you are trying to do this is not possible. Ultimately you will need to use the Upload Wizard to upload documents to method, as there is no way to upload a document via an insert action. The best course of action would be to Generate and Save the Report and ...