Method Community

[quote user="viret56"]Is there any way you could get the Discount line Item to work on the Subtotal line item also?[/quote] It does now... Even though the subtotal line has the total in the rate column, it works as it should when a discount line is applied.   Is this what you're looking for? ~C

[quote user="dottie"]I tried various scenarios but nothing worked.[/quote] Have a look at my screenshot here to see how I've done this: These are my actions on the job of customer dropdown and I'll explain each action below.  You'll need to do the customization on your own but this should help you get there. For ...

Hi Viret56, I answered you in the other thread but we do apply a discount on the line item above - I'm not sure which screen you were testing but I believe they should all function this way.  Please let me know which screen you ran into a problem with and I can review. ~C

[quote user="viret56"]In Method, the % discount is calculated based on the total of all the line items.[/quote] Hi viret56, Which screen are you looking at?  I just tested my invoice screen and I can apply a discount per line item - see my screenshot below: Method is not calculating that discount based on the total ...

[quote user="John M"]Can i do that now or hold off?[/quote] You can do it now but just beware that new features available in 2013 will not work with Method just yet.  I know 2013 added the ability to have multiple contacts on a customer so if you're using that feature you won't be able to sync that type of data to Method. ...

[quote user="MikeB"]The problem in QB is that when you create a new customer, you pick a sales rep.[/quote] Are you able to change the sales rep in QB and have that change stay?  I'm confused with how your sales reps change on sync - that really shouldn't be happening.  I know of no automatic process in QB that locks a ...

[quote user="dottie"]How can I minimize it?[/quote] Dottie, Instead of a percetage, use pixels.  When editing the grid on the column setup, uncheck the (as %) checkbox and type in a pixel width for the column you want to adjust.  This should give you better control over the width of the column - try it out and let me ...

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

I forgot to mention but you can combine the events of button click ... and <add new> in one field for added functionality, we've got a few of these on our stock pages like Invoices. ~C

[quote user="jpfiester"]Thanks. That's exactly what I needed and it worked great.[/quote] Another related tip for you here, if you wanted to add the ... that shows up on textbox fields then the event is called button click.  Add any action on the button click event and the ... is automagically added. ~C