Method Community

Hi DaveWalter, Inder is technically correct in his answer but that result does not leave you with a tracking of what changed and why.  You may not want to delete the original items from your workorder. In that case then you may want to consider adding a field or two to your work order grid, like a flag to if the line is a WO change and ...

Chris, Thanks for the quick and very helpful response. I did have a previous understanding of how inventory is handled with QB / Method. Sounds like this should be no problemo. I'll play around with it and report back with results as they become available. Appreciated. F.W.

Hi Robert, Here's my answer. The best way to do this is to add custom field and and assign action to the save button for example by clicking save button it call for action Enter Value into Field on Screen  which update field or object with the value " Value From Session" in that you can select Username. You can use ...

Hi Robert, The browser in which you are using Method just check the time setting of that browser, if those are fine , I would suggest to give a call to ur support team and we will take care of that. Regards, Inder

I have a client where I'm getting a bunch of these errors when trying to add or update customers:     Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. But, when I query their Customer table, there's ...

OK, thanks Russell. I will start using tax groups then. -Robert

Hi. Basically: 1) Method does not deduct from QuickBooks inventory.  The Method sync engine sends Invoices, Bills, Item Receipts, etc., to QuickBooks using the QuickBooks SDK. The QuickBooks SDK runs within the QuickBooks environment and in turn looks at the QuickBooks file and performs business logic that should simulate exactly how your ...

In Chrome and Firefox, where exactly are " Internet browser time settings"?  Thanks!

Hi Robert, Unfortunately, the QuickBooks SDK does not allow tax line items. Because Method communicates with QuickBooks through the SDK, Method can't use tax line items. -Russell

Hi Davewalter, Here's my answer. As you mentioned you want to add or delete items from your existing workorder, for that you can go to Field Service Center ->WorkOrder List-> select the existing work order. It will give you Add/Edit Work order, from that screen you can add or delete the items you wants, in that way you can make ...