Method Community

Any more status on this? Still seems to be happening. Also old screens are being replaced by newer screens. I have an example that I can show you. Not sure why this is happening, but is causing problems.

Trying to get a handle on this... I know for sure that an open bank rec will choke the engine, but seems as though other open windows will do this as well, such as the windows for processing bill payments. My assumption is that the sync engine is choking because QB is locking those transactions. Can you please provide us with a complete list of QB ...

Hi There, The reason this conflict typically occurs is because the Line Items on transactions created from other transactions (ie Sales Order > Invoice) are not in the same order. For example, I create a Sales Order with line items (A), (B), and (C) in that order. I then create an Invoice directly from this Sales Order, but once it syncs ...

Thanks for your help.  I finally got it.  It turns out the method account I was using didn't have the right permissions, but for some reason I didn't get the right error message for this web service.  But now that the admin of my company gave me the right permissions, it works! It's still very unfortunate that ...

Okay, that's helpful... but... how do we fix it? My client is getting these conflics frequently for Sales Orders.

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Hi John, Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here. There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be ...

Hi There, This is certainly possible in the report Designer. The easiest way to accomplish this is to edit the existing Estimate Print template, and find the section labelled "DetailReport - "Estimate.EstimateLine.Estimate"'   Clicking on the ellipses beside Filter String will bring up the options you are ...

Hi Mike, Setting the Default value of a YesNo field is actually a screen level action. Meaning you are just checking or unchecking the checkbox by default on the screen you are using to add/modify records, and actually has no bearing over what the default insertion value is. So to answer your question, if you were to add an ...

Let's say I want to add an attribute to all of the items we sell: "IsIncludedInReport". I insert it as a column in our Items table. The purpose of this is to weed out certain items that should not be included in sales reports. This can be easily done in Method, and I can set a default value of "YES". But what happens if ...