Method Community

Hmm, you're right it's not there anymore. Maybe they switched everyone over already? When I experienced this issue, I found that the April version fixed it only for newly created SOs. If I looked at SOs that were already imported into method, the extended decimal places still showed - I was able to get it to display properly by changing ...

I had the same problem. This is something they fixed in the latest version. On your login screen, look at the bottom for the option to switch to the "April version" of Method. Sales Orders you've already created won't show the change until you change the Sales Tax (just switch it then switch it back), which I believe was the ...

I am also interested in controlling when the Rate and Qty are automatically filled in. I have learned that some of the actions that take place on these screens are not modifiable directly in the Method editing screens, but are behind-the-scenes actions. See Method's reponse to my question here. While it was claimed that the Rate and Qty ...

Please clarify one more thing for me: In step 8 there's the option, "This user only has access to specific existing tables". If I were to remove access to a table, would I still be able to view/edit the table fields (since no record data is provided in the table editing screen), and would I be able to add records to the table ...

Well, to be more accurate about my current situation, it's not that I'm going to be designing screens to access privilegd information.. it's that I need to be restricted from being able to create such screens. Here's the situation: Method apparently requires the synching Quickbooks account to have access to "Sensitive ...

By the way, I think this is a very clever way to move reports from QB to Method without having to redesign the aesthetic side. Thanks for sharing!

I've watched the webinar on assigning roles, and I have a followup question: As the sole customizer of Method, it is important that I have access to every screen, every tab link, every table, etc. However, as I am not the owner of the company, I need to be restricted from access to sensitive financial information. So, for example, I want to ...

Thanks for looking into it! I assume running through the AR is more resource efficient than running through the value on screen when used by multiple functions. It's useful to know that sort of optimization, since Method's speed is an issue. I wonder if that's a universal rule for Method optimization: "When using multiple ...

Thanks Chad, just the sort of thing I was looking for! I checked out the examples of the merge field suboption of the character function action. So if I understand this correctly, if I type in "Vendor" into the "replace from table"  field, and put my desired Vendor record ID as an Action Result in the ...

Tell me if I'm right: the merge fields use the active record ID for the current screen/table the template is loaded into. It seems to also know that when I reference fields from the "User" table, that I want the record of the User currently logged in.  Is there a way to indicate to the template/merge field what recordID I want ...