Method Community

Hi  Teahconnect, From the scool of hard import knocks,  whther you use Method import feature or QB, to save yourself grief make sure that your names and addresses do not exceed expected field lengths.  I don't have them at my fingertips but if you google "field length for QuickBooks" you can find them.  I ...

HI all,  I have a process where I am Inserting records into Invoice and InvoiceLine table. Invoice is ultimately generated but I need to go to the Invoice in Method and hit "Save" on the screen to complete the  Invoice Add. In other words, the "Total Invoice" amount and SalesTRax amounts are not being updated ...

Hi Marcelo, In Method, you would have to set up a button with actions to loop through your gid/table to update the "total Cost field'. (purchased cost times qth on hand).  Not ideal. In report designer,  use the pivot grid object Pivot Grid works like Pivot Tables in Excel. Put the pivot grid in a ...

And I thought I worked weird hours

HI Marcelo, That is always a challening question. Asssume you are going after Inventory Cost.  You could take the last purchased cost times Qty on Hand thru Retreive Value from table commands and some math calculation. What cost you want to use for Qty On Hand is the main question, since cost is a single event and Qty on Hand is an ...

Hi Edward,  Method CRM does not have a "save as" type of facility. You are just overwriting the old project with new information. The underlying Record id is not changed.  To do what you would like to do, you need some actions which "copy" the lines and information from the old estimate to the new estimate. ...

Marcelo, On the Method Invoice template, they use a script that handles the billing and shipping addresses.  If you open one of these, like "Simple Invoice" in the Report Designer, you will see in  the Billing Address propery box. You could copy to your Invoice template.  Additionally, I generallly use City, State, ...

John, You got me thinking. Add a Calendar Table with each record as a date( all dates out 2 yrs so won't have to redo) and then add week and Month fields and fill in.  Easily done in Excel and then upload to Method.  This is a technique used in reporting all of the time.  then "link" the calendar table to WO ...

Marcelo and Jeff, in designer, if you use a Pivot Grid there is a "Grouping Interval" for a Row/Column value - which contains all sorts of Date Values (week, month, etc). When in Dessigner, put the "Pivot Grid" up in the Page Header or Group Header, so that your work orders summarizes correctly. It will ...

Make sure your Go to TabLink  action references your new screen.  This will be a grid action behind the "Go to"