Method Community

Tricia-  The Save All Sections action should save everything on the screen. The amounts are brought in after the Invoice is saved. Take a look at the actions on the Save button on the Standard Invoice screen. You will have to place the Conditional Warning on all objects that have a Save in it to make sure that condition is always met. Print ...

Hi Emily, Are you doing this from the Opportunities screen? Did you customize any of the document library screens. -Michael

Hi Mark, This was already discussed Here. One option is to click the ... and use the Advanced Search. -Michael

Hi Emily, Having a default Vendor filled in shouldn't cause the screen to save but actually selecting a Vendor will cause the screen to save. If you take a look at the actions on the drop down you should see a Save All Sections action. One thing to note is before you add any line items to a transaction you will first have to save the ...

Hi Rolf, I am going to have to test this further. I am getting simlair results to you. -Michael

Hi Tricia, When you intially select a customer for an invoice the invoice saves at that point, so that could be why it is paritially saved(Check the actions on the customer drop down). Also make sure you are checking the right field, in some cases the object you are checking is just a label and not an actual field, in this case Class could just ...

Hi debwiddi, You can customize it yourself or you can get us to customize something like this for you for a fee. If you haven't already done so watch the webinars found HERE, and they are good starting point to learn how to customize Method. Something like this is really hard to answer on the forums because it involves a lot of variables ...

VLocke- It looks like I am able to duplicate this. I will create a ticket for our dev team. -Michael

Shelley, You can also make the grid go along the top of the screen and not have it show up on the left. -Michael

debwiddi- For statements it is possible but it involves some customization, this post HERE may point you in the right direction. It is possible to post a payment(Recieve Payment) when closing a Work Order but you would need to customize the screens. -MIchael