Method Community

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 ...

Hello Mike,    I am able to get the grid going with a normai login.  How are the filters done on the grid?  Are you hiding the filters and do you have multiple filters with a default filter? Greg

Hi Blake, What information are you using to calculate the commission amounts? Is it possible for you to simply add a custom linked field into your InvoiceLineItems table to obtain the information you need? I believe I understand what you are trying to do and to my understanding it should work, but it may be slow this way. -Audisho

Hi Nick, Sorry I was not able to get this resolved on Friday. I have logged into your account and had a look at your table and screen. It appears that the issue was that the Invoice Lines grid was not refreshing when you selected a new Event. I created a copy of your screen and added "Refresh All Grids" into the OnClick event of ...

Yes. Except the Invoice Field is labeld InvoiceID. MethodSupport is active if you want to log in [removed]