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Hi jhcarboni,
Do you mind if I login and take a look? Can you enable MethodSupport(Customize > Users) and email me your account name?
-Michael
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Gary,
QB requires a value in that field and by leaving it blank it
assigns it a value. In QuickBooks (At least in my case) if I add an item to a
bill it defaults Billable to checked. You could customize the screen and have
it that as soon as you select an Item to fill in Billable?
As NotBillable.
HasBeenBilled ...
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Blake,
When you refer to orders are you talking about work orders? Based on what criteria do you want these work order created? Specific intervals? Have you taken a look at Method Field Services?
-Michael
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Birch,
You can try an SQL Override. Something along the lines of:
CASE WHEN [ImportSKU]=' ' Or [ImportSKU] IS NULL THEN 'Subtotal' ELSE [ ImportSku] END
**Note the above code may not won't but its would be the format used, fields names are in [ ], regualr text is in ' '
This may work in your ...
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TogsTeam,
You could create another table that has the SalesRep intial and the extra details and use actions to pull that information as needed.
-Michael
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Hi Birch,
Is the Import SKU field a linked field in the InvoiceLine table? If not how is that data populated? Are you exporting the grid using the Export Grid to Excel action?
-Michael
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TogsTeam,
Have you tried using Linked Fields? You should be able to add Linked fields to the table which can pull data based on the entity(Empolyee/Vendor) that is assigned to the SalesRep.
-Michael
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Hi TeamTogs,
The QuickBooks SDK does not allow for editing of the SalesRep table, only adding records. Which means Method will not allow you to edit the SalesRep table.
[quote user="TogsTeam"]Error:Failure. The Table does not support edit.[/quote]
Also if you try to create a screen with a SalesRep grid you will see that it does not ...
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Gary,
That's the correct value. Can you try making a dummy entry in your web form and see if you get the same results, if you do can you forward the error email to me.
-Michael
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Hi Gary,
Based on the message, the CloseDate field which is a required field in the Opportunity table doesn't have a value. If you edit your existing web form and go to step 8 of 9 do you see Opportunity - CloseDate in the Table - Field column? If so what is listed for it?
-Michael
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