Method Community

Chad, The save button uses the "Save All Sections" action. I got it to work, and I think the reason is that I originally had two seperate conditional statements in the "Save" button, only one of which could be satisfied for a given PO, and each with it's own "Save All Sections" action. If a statement was ...

So on the default Sales Order (or PO, or Invoice, etc) screen, hitting the screen "Save" button seems to include the actions involved for the green "Update"  button for the Line Item grid. So if I enter an item without an indicated Qty, hitting Save or Update will set the Qty to one, and insert that line as a record into ...

Ted, Thanks for your response. I was asking about sending emails from within Method.  But can you clarify your statement about sending an email from Outlook? I already know that standalone Outlook has the read receipt feature, but is this used by the Method plugin in any way?  I had posted a feature request in the plugin subforum ...

Edit: OK, I got it working! Here's my steps for future Methodists who find this post:  The goal here is to hide Qty, Rate and Amount values for line items that don't actually need them - Our Sales Orders will have lines containing notes or shipment information in the Line Item Description field, and having the Qty set to 1 and the ...

I'm interested in attaching email receipt notices on emails that are sent from Method. We used to do it with Outlook, and knowing nothing about the technology I'm not sure whether this is something to be handled by Method or by our mail server. Any relevant info would be appreciated!

Ted, I just noticed your latest post, in particular this part: " As a workaround, if you are printing your invoices/sales order through Method then you can use conditional formatting on the template to hide certain field (like Quantity and Rate) when they are met. It would still show up with a QTY in QB but if printed from Method it ...

Thanks! I was under the impression that doing that would just close the screen without going to the next action, but I just tried and it works perfectly. 

By "transition popup screen" I mean screens used to gather information when going between two tab links. I use such screens when generating POs or Invoices from the Sales Order screen, to do things like select the appropriate line items.  The default transition screens Method uses transition into other popup screens - eg the SO ...

Thank you sir

Specifically, when i use the "description" field of LineItem grids in the SO and other screens, the report does not keep newlines or linebreaks or whatever they are called.   So while my SO screen's description field will properly save and display "Item Description line Made in: USA HTC Code: ...