Method Community

Hey Stuart,  I'll jump in here.  Just to catch up: You are trying to to Loop Through a Grid and only for the rows with distinct values you are flagging them (seperate column on the Grid I assume?). Then creating another Grid to list only the above Grids rows that you flagged.  Does that sound ...

Hey Nicolas, Getting mixed responses from my research. One being that it's an internal QuickBooks error, and advised retry syncing the record into QuickBooks. Please try clicking on "Retry" on the conflict, follow up with the results and if needed we can take a further look. -- Mortaza

That's definitely possible. First head over to the Invoice table and create a custom Method field, along the lines of "methodPONumber" stay away from naming it "PONumber" or "PurchaseOrderNumber" just so it doesn't fault in conflicts in the future when Method adds those fields. Once you have the field in ...

Hey Rick, Exactly. During the copy of the screen, if you did not flag to "replace links" then any actions pointing to the original screen will continue working as so. “Replace Links” does all redirecting for you. -- Mortaza

Hey Shara, If you would like to either post here or private message me screenshots of your customization for Steps 3 & 4 I can take a look at it. As soon as the Order Portal opens up for your customers it auto populates the required field "Customer" FullName by linking their RecordID to the session active RecordID. -- Mortaza

Nothing you can change, you will need to wait for the Method update that will allow support for QBO PurchaseOrders. -- Mortaza

Hey Rick, I believe you need to change the redirects on Actions: 97 & 101 on the Process Payment button object.  -- Mortaza

Hey Jonathan, You will need to get in touch with your Account Manager for access. I've gone ahead and sent them a request to follow up with you about this. -- Mortaza

Hey, This one will be tougher to achieve via customization. I have put in a feature request with our development team for better handling of overlapping events on the Calendar object. Maybe as you stated something along the lines of Classic in which it minimizes the event tiles. I'll send another update as soon I receive one. -- Mortaza

Hey Brian, Behind the scenes the PONumber field is there on the screen. But there is a condition to check if your are a QuickBooks Online user, if so: then HIDE the PONumber field. At the moment we are not syncing over PurchaseOrders over (hence no PurchaseOrder Sales Transaction app). It's on the roadmap and actively being worked on now, ...