Method Community

Hi Joshua I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the ...

Thank you, that was a great help.

Can I group a report by week? In other words I have a work order report with sumaries for the days (mon, tues, wed, etc), but if a seleted a time period of 4 weeks, can I have the report to give me totals on a weekly basis?

I primarily use field services functionality, specifically... -creating hundreds of recurring work orders on the calendar -having techs update materials used in work orders -turning completed work orders into invoices Seems like none of this is implemented at this point, or I can not find it.  Am I missing something? 

Jeff, I just simply elected to "Hide" that section. But this is a soimply quick fix.  I need to be able to set the tabs so they cannot edit them after inputing the data.  If I follow the directions you outlined will this work for that purpose? Joshua

Hi Blake Typically when this happens it is because the invoice line item is linked to a sales order that has been closed. This would happen either if the sales order has been invoiced already or if it was closed manually. If you are deleting the line and readding it directly into the invoice you are probably removing the link to the sales order ...

Hi Mahlon Apologies for the delay, this is still being worked on. Unfortunately, I don't have an ETA at this stage. I'll post a reply when I have a further update. Jeff

Hi Matt, Thanks for raising this. I've noticed it happens for Long Date and Hour as well. We've created a ticket for this issue. Jeff

thanks! the field is there and so far so good.  it looks like i can even export/import but haven't had the time for that yet. your support is awesome. thanks again!!

What causes LinkToTxn QB conflict errors? I'm getting this error every now and then when creating Invoices and linking Invoice line items back to Sales Order line items. I'm able to remedy the problem each time by deleting the line items and addding them back exactly the same way. What's the situation with data synchronization to/from ...