Method Community

Thank you I was entering that in the "Cell Format" field instead. That's why it didn't work. How about centering the Column Header (label) and the column values? Any options for that?

Is it possible to create item sections on a customized version of the Method Invoice report. We sell items to customers, and they receive sfree amples based on how much they order. All I want to do is split the detail portion of the invoice into 2 sections: Items, and Samples It doesn't matter whether they're actual sections or ...

I have a pivot grid like the one below (below is the Method sample). The TxnDate field is grouped by months. How do I get the months to display in MMM format?

Of course. QB does not let you use more than 5. There's no option to add more. Anyway, it eventually worked. I'm not sure why it didn't work the first time. Perhaps there was a syncing lag/issue.

I created a custom field in QB: The label/name is "SPECIAL ORDER" When I export the IIF file from QB for the Items table, the field has the official name "CSTFLD4" In Method, the Column "SPECIAL ORDER" shows up in the Items table, which is good. However, as a test, I populated an item in QB with a ...

Well, it would be good to know both. But for now, let's just consider the case of the same documents for all users.

How do I set up/assign a few standard documents (or document links) so that portal users can download them?

OK, on a base level I got it to work. After looping through the cCustomer table (to pull a fullname for "parents" and then using a "resultwhere"(and an additional "resultwhere2") script to retrieve values from the Invoice table, I then made all the action results blank. Clearing the action result ...

I'm having issues pulling sales results. Here's what my code looks like. I'm having an issue, here's what my actions  looks like for a button I’ve created: 1 Assign Value to Action Result - create resultWhereSales for use with date calculations 2 Assign Value to Action Result - Assign Start Date to ...

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 ...