Method Community

When we buy something and pay with a credit card, in QB there is a screen call enter credit card charges. Just wondering if method has it too, or it will have to be customized.

Marcelo, You'll want to call them from the onClosePopUp screen event and enter the values into the screen. - Justin

Hi Fran, My recommendation is to check whether the appropriate RecordID is being handed off to the Send To Desktop action. - Justin

Hi Marcelo, I'll need some more information. What exactly are you trying to do? - Justin

Hi Marco, Assigning an A/R account with the appropriate home currency of the customer will set the currency for the Invoice, despite the amount still appearing as "USD" on the New / Edit Invoice screen. This currency symbol is set system-wide on the Customize > Display screen in Method. Where ...

How do I enter a credit card charged from method?

HI all,  I have a process where I am Inserting records into Invoice and InvoiceLine table. Invoice is ultimately generated but I need to go to the Invoice in Method and hit "Save" on the screen to complete the  Invoice Add. In other words, the "Total Invoice" amount and SalesTRax amounts are not being updated ...

Hi David, I believe this is possible but it's not particularly straightforward. Where is the value you wish to truncate? I'm assuming it's in a table? Let me know. - Justin

Justin, thank you very much. You're right, it's prices that need to be changed. I need forms (Estimates, Sales Orders, Invoices, etc.) to behave as in QB ,where item prices, sales tax and total amount depend on the customer:job's currency. Home currency is different than USD.

Hi Kathy, You can add fields to tables by navigating to Customize > Tables / Fields in Method and selecting Edit Fields... for the appropriate table. If it's a new, custom field you want to add, give it a name and select the appropriate Field Type from the dropdown, then click Add Field. If you ...