Method Community

Yes we do have pro and fieldservice. this is my screenshot of the dropdown box.

OK, I figured out that you can indeed use the API to insert invocies but there are 2 tables involved. How do I link Bill and BillLineItem tables togther when we use API for the invoice insertation? Anything else we should look out for? Thank you very much for your help.

Hi Tennnic, I've reproduced this on my end, looks like the field doesn't get refreshed. To resolve this, you can add an action to the Contact dropdown, on the Text Change event, to update the textbox on screen. Add the action at the bottom of the existing actions. Please try these settings for the action:

yes, getting the message when I click save and new. When i first log in it works once...how do i correct the line item? sandra

Hi Sandra, Are you getting that error message when Save & New is clicked, or when you try to save the next Invoice? Based on this error message, it seems that a line item is trying to be added to the invoice before the invoice is saved. The issue with this is that line items reference the RecordID of the Invoice, and that RecordID ...

Hi Paul, Is the answer above relating to the advanced inventory still in beta, and would I still need to get support to do the "Beta MSI installation"? Thanks, Nate

Thank you for helping me out on this, I must still be missing something, I tried this and I get the words "Account Number" to appear now in the new activity screen, however it does not seem to be pulling the link to the actual account number.  The only place I can actually see the actual account number is from the payment ...

I have a linked field in SalesOrderLine to SalesOrder.DueDate and this field is relabeled StartDueDate in the linked Field.  I can see StartDueDate on my reports. If I create a calculated field that is merely a copy of StartDueDate, like [SalesOrderLine.StartDueDate], it will not print.  I eventually need to do date math in ...

Hi SoIP, You're right, sales orders won't work due to a limitation with QBO. -Russell

Hello,      This is a very complicated process and is not possible in Method.  You would have to write a program that reads the customer name off of the scan, find him or her in Method and attach it all automatically.   You may be able to find someone who has written a program that does some of the process in the ...