Method Community

This should now be working! Let me know if that is not the case. -Michael

John-  This should actually be live, let me know if you still experience this issue. -Michael

John- Currently there is no way to do this but it can be customized to do this. If you do customize this in, I would recommend being very careful you don't want to email invoices to the wrong customers and be sure to take advantage of a new feature in the Generate Report action to make use of Filter Safegard and limit it to 1 ...

John- Thanks for bringing this to our attention. Just to confirm, did you upgrade to the new CRM and go through the final step to uninstall Method Full Blown? -MIchael

Hi John, We have come across this issue and a fix has been put in place that should be pushed out to the live site soon. Once it is, I will update this forum post and let you know. -Michael

cpitts, I am going to need to test this out even further. I think I am able to duplicate your situation, and want to confirm a couple of addtional items. -Michael

Birch, It's probably is a better idea to put these action in the same location where you generate the report that displays this info and not on the OnScreenLoad for the screen. Are you updating based on RecordID from Row? If not that could be the issue. Also another suggestion is to loop through grid instead of through the table should make ...

Birch, You can apply the same SQL override concept to only be applied to items of type subtotal. You could also loop through your items and have a condition that checks to see if the item type is subtotal and if it is update that row to have subtotal in the ImportSku field. You may need to link ItemType from the item table into the InvoiceLine ...

Rajni, This question is being addressed HERE.  -Michael

Hi Rajni, Can you send me a screenshot of what the bill looks like that you are creating? Is there any special characters in the bill? Does this only happen with bills? What happens when you create a new customer or invoice in Method? -Michael