Method Community

I have one more question. I noticed that the fields like PO Number, Terms,Due Date, etc in the sales order screen use a label object in one cell and the actual data field below it. While in the estimates screen they just include a caption (location: top) within the data field. Is there a difference between these two methods? In the case ...

Hi Don, Can you post a screen shot of your filters so that I can take a look? What’s the name of the screen that you are developing? -Audisho

My apologies Audisho, but these items are still popping up with your new advice.

That worked, thank you so much! I was stuck on that for a while. Conner

Hi Conner, You’re almost there, but you need to change a couple of things. First, you need to link the Name field instead. The FullName field contains the customer’s full name, not the contact’s name. Once you have done this, you will be able to format your ContactRecordID dropdown to display the name of the contact. Next, you ...

Hi Don, I didn’t take into consideration that this filter may differ on a Method for QBO account. As you can see, there is an additional filter, but the idea is the same. You just need to have a look at the stock screens and copy the filters settings on to your custom screens. Alternatively, you could make a copy of the stock screen ...

I am trying to add a dropdown when building sales order so that the sales reps can choose from a list of Contacts from the company. I have looked around at the forums and thought I knew how to properly do this but it is not working out as planned. I went to the SalesOrder table and added a dropdown field called ContactRecordID and ...

I'm trying to keep these items from popping up when generating new quote/workorder/invoice.  Please advise.

I just tried that, but it still shows the deleted items/inactive items.

Hi Don, The corresponding stock screens already contain filters for this. They are located under the Advanced Properties of the Item field on the grid. Here is the advanced properties for the Item field on the EstimateLine grid on the Estimates screen. I hope this helps. -Audisho