Method Community

Hello Mike,      "Attached" gives you the options to sort through tables that are linked to the screen's table.  Here, we have Item as the screen's table.  Any table linked to the Item table will appear in the "Attached" dropdown.  The option looks to make it easier to create filters ...

Error Message: ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again Apparently my Method Session had timed out just prior to attempting an import of updates to the Activity table.  After the import failed, Method showed me the records that would have been updated , ...

Jul-14-2014 07:08:50 PM ValidationFault Estimate 102 Looks like a duplicated Estimate number. FAQ's solution 400 says to disable custom transaction numbers. Does that mean its gonna start a new number sequence?

Hi beltechs, In Method, check to see if you have any conflicts which need to be resolved. Make sure you're in the CRM or QuickBooks tab group and go to QuickBooks -> Resolve Conflicts. The list should show any sync conflicts i.e. Invoices not syncing with QuickBooks, and give a description as to why this conflict occurred. Let me know ...

Hi Nick, I apologize for before, for some reason I was thinking you were having issues with the grid. If you are getting incorrect values in the dropdown list, make sure that you are not mixing up the Invoice RefNumber with the Invoice RecordID. These values will differ from each other for each record and mixing them up can definitely cause ...

I have Assign Ref Numbers in Method?  UNCHECKED. Should Quickbooks be returning an estimate number when created in method? In the "Estimate" edit page I have: To be emailed in QuickBooks? CHECKED Wait for Sync Approval? UNCHECKED To be printed in QuickBooks? ...

Additionally, I have a tab that shows the line items from the associated invoice. This is also not showing the correct information but is taking the line items from a different invoice.

Hi Greg, I cleared all filters and only had 'FullName' in the grid and it was still empty in a portal session. However, when I was logged in under a normal account everything was visible. I noticed that the screen's base table was "Items" and the grid was as well, but the grid was "Attached". I deleted the ...

Hi Audisho, I didn't really understand the relevance of the grids to the invoice table link, but I can report that this did NOT fix the problem. I'm still getting the incorrect results to the filtering of the Invoice dropdown. I am in the que for a consultation call, but I do believe this is some kind of internal error and not a ...

Thanks... Unfortunately it's not that simple. This is all custom fields and data I'm adding to the system. Commissions based on our service items are going to vary slightly based on a Customer's location/zone so a handful of lookups will be needed to arrive at the correct commission percent value for a particular invoice line ...