Method Community

I know this thread is a bit aged, but I thought I would post here to add (hopefully something valuable) to the discussion. I'm just now using the QB concept of Invoicing (family business, no tech until now, moving along...) and I'm in the middle of customizing our usage of it in Method. To handle our Sales Order process, I made our ...

I created two separate tables that were automatically converted in to screen.  They should have been in one screen.  Any way to mrege them? Also wondering how to copy a field that cAn be inserted into another section.   Your help would be appreciated.

Hello Garett,    I need to do some more research myself. I did have some questions. How are the files/pics being retrieved for the report?  Is it going to the DocumentLibraryLink table and getting the information that way?  It looks like SmartVault is not allowing access to the files for the report or there is something ...

Hello,     Method does not have a table that stores the lot layers or information on lots.  It looks to be a straight sync of the lot number/name.  Unfortunately, you will need to know the lot number and layers from QuickBooks when entering the invoice from Method. Greg

Hi Jen.  I just tried this and it worked for me.  Can you see if you missed any of these steps? 1.  Go to the Customize tab.  Click on the Tables/Fields tab link. 2.  For the Customer table click on the Edit Fields... 3.  Add a new field that has a Field Type of Text and a Size of 4000 characters. ...

Hello, Looking for a way to show photos in a report - when the files have been uploaded to SmartVault... I have a screen that allows file uploads.  A Submit button generates a report that shows these files/pics.  If the photos were uploaded to Method, no problem.  However, if the photos are uploaded to SmartVault (as we hope), ...

Thank you for your reply Greg. Correct me if I am wrong, but, in inventory control, the lot number is stored with the purchase receiving transaction. In QB the Lot number is entered on the purchase receiving transaction. The lot number is then stored with the inventory quantity on hand in a "lot layer" of quantity on had per that ...

Hello,     The lot number is stored in the SalesOrderLine and InvoiceLine table. The InventoryControlBin table is from an obsolete application in Method and is not used anymore.  The InventoryControlLocation table will store the location of the bin.  To see it in your Sales Order or Invoice screen, you will have to add ...

Thanks Matt for the post.  You are correct.  In the screen designer, there is no merge function.  You would have to add lines to one section and drag your objects to those free lines. Have a good day, Greg

Hi Afrec, There is no way to automatically combine sections. All you need to do is move the objects (fields and buttons) from one section to another.