Method Community

Hi Sandra, Are you getting that error message when Save & New is clicked, or when you try to save the next Invoice? Based on this error message, it seems that a line item is trying to be added to the invoice before the invoice is saved. The issue with this is that line items reference the RecordID of the Invoice, and that RecordID ...

Hi SoIP, You're right, sales orders won't work due to a limitation with QBO. -Russell

Hi Robert, There could be an error in your calculated field code (such as a syntax error), which would prevent any value from being displayed. Can you please post the expression you are using in your calculated field?  -Russell

Hi BVS, I've asked a couple of my colleagues here at Method, we're not familiar with other storage options for QuickBooks, but maybe another forum use will have some insight on this. You could also try checking out the Intuit site, they might have some helpful information on this. -Russell

Hi Guy, Can you confirm that you have the Field Services app installed in your Method account? Can you also post or link to a screenshot of the linked field options you have in the Activity table? (you can use a free image hosting site such as imgur.com) For example, this is what I have: -Russell

Hi Sandra, This depends on how your Invoice screen was customized, but I can reproduce a similar issue with the default Invoice screen. The Account field is required, and the actions called by the Customer dropdown assume that the Account field has a value. For example, when you clear the Account filed and select a Customer in the default ...

Hi Dave & John, John, thanks for the post. Dave, was this able to resolve your issue? -Russell

Hi Robert, You could add the Other1 field to the grid, but since this field is a text type, it would not be a dropdown. If you wanted to use a dropdown, then you would have to add a new dropdown field to the SalesOrderLine table. Next, you would make a copy of the sales order screen (QuickBooks_SalesOrder) so that you can edit it, if you ...

Hi Guy, CustomerEquipment is a table from the Field Services app (available with Method CRM Pro only), do you have this app installed? If you have a Pro account, you can install the Field Services app through Customize > My Account. Please see ...

Hi Retrotel, Thanks for the clarification. You are correct, on the CRM_CustomerReports screen, the reports in the dropdown are filtered to show those with Contacts as the MasterTable. You could copy that screen and remove the filter from the dropdown, or you could generate the report in another way, such as a button which creates ...