Method Community

I've changed the insert fields into sales order to include my fields, but the items are not transitioning and also are not clearing when I save.  What errors am I making

Hello,    I believe what you are looking for is the 'Start Loop Through Grid' action.  (Don't forget, it has an corresponding 'End Loop Through Grid' action).  With the loop action, you can find the records you have checked.  For each record found you have an 'Update Field In Table' action that ...

Hello Lance,     Sorry for the late reply.  I do not see any typos in the code.  I did a quick search for the error and you may have an issue with spacing.  Try taking away spaces or adding spaces.  It gives three lines where the error is occurring., but I can't tell the line numbering from your post.  ...

Hello,    Sorry for the delayed response.  I believe the issue is you would have to save the record first before you can filter.  The field values would be coming from the database tables and not the grid.  You can add checkboxes to the grid from Step 1 in the grid edit screen. There is a 'Checkbox column' option ...

This is still an issue.

On my issue trying to use Report Designer (RD) to create a new Statement Of Account, I realized RD does not have enough of a feature set to link Transaction and Customer AND handle filters on BOTH tables.  Instead, I decided it would be easier to empty the Invoice.Memo field and use the QuickBook statement of account report.  I created a ...

Hello Gregg,      Look for any updates or pop-up blockers.  Your Adobe Reader may be missing updates.  Sometimes Windows updates will hold the update you need.  Also, check to make sure the browser isn't blocking pop-ups or downloads from the web. Greg

We recently had our database on QB's Enterprise 14 become corput. QB's has repaired the file and we want to resync it with Qxpress. We have of course been working in Qxpress between the time the database was corput and we received it back working. The database file name has changed and we need to resync it to Qxpress. I ...

Hey Gregg You can refer to this to answer your question: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Report-Designer&id=271 Regards,

I am new to Method, so I hope I am not asking a stupid question.  If I go to customer>Customer Reports and hit "Generate Report" button...I get the little spinning wheel, but a report never shows up? Where should I be looking?  Many thanks! Gregg