Method Community

Hi Joshua I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the ...

Hello sbradley,    I had a couple of comments on the relationship table.  First, the field LinktoSalesOrder is a relationship between InvoiceLine and SalesOrderLine.  The options have been limited.   Creating another relationship between SalesOrderLine and InvoiceLine may cause trouble, but you can try it.  The ...

Dave, I will explain how to regenerate the Item table again to see if this was the issue.  However if this doesn't fix your issue, I would suggest contacting us with Method Support turned on for your acount, this was we can go in and double check some settings. Renerate Item table: From within Method, go to the Customize ...

@smohyee [quote user="smohyee"]Please clarify one more thing for me: In step 8 there's the option, "This user only has access to specific existing tables". If I were to remove access to a table, would I still be able to view/edit the table fields (since no record data is provided in the table editing screen), and ...

Hey Brent - yes I did receive the email about Google Gears.  Thank you for sending me that.  I haven't had the time to go through everything myself, and the other Method developers have their hands full, so it's something we need to look into in the future once we get time on our hands. Without knowing too much about it, though, ...

Hi scottaskinosie, Unfortunately, there is no list of tables that sync / tables that do not sync. Chances are that if it does not directly relate to accounting, then it does not sync. All QB cares about is accounting information. If you’re unsure about any tables, you can ask your bookkeeper if it exists in QB or you can post back here and ...

Hi Nebo, I think I've recreated the issue you are having. I'll need to investigate this a bit more to see if there's a limitation to this particular table or something else in play.  I'll report back here. - Adam

Hello Mike,    I am able to get the grid going with a normai login.  How are the filters done on the grid?  Are you hiding the filters and do you have multiple filters with a default filter? Greg

Mike- The issue is not the Entity Type, but the fact that you can't assign a Sales Rep to an employee the way you assign a Sales Rep to a customer. Employees, Customer sand Vendors are all stored in the Entity table (The Customer, Employee and Vendor tables are views or subsets of the Entity table) and if you take a look at the Entity ...

Thanks guys.  I think there must be a direct way to troubleshoot this, if we can figure out what QB is looking for when it updates the Invoiced QTY on the Sales Order Line and inspect the Sales Order Line Item records and Invoice Line Item records from QB. I cleared the resolve conflicts screen about a week ago and I've had no conflicts ...