Method Community

Hi I am just looking to tweak and make pretty the standard invoice which comes with Method - I'm wondering if there is rersource anywhere with a range of these options as I suspect I'm not doing anything new and would be happy to avoid re-inventing the wheel if possible! Thanks Rick

Hi Is there a way to limit the items which are displayed when creating a sales order.  A lot of our items are parts which we assembly the finished goods from and as such would never need adding to an order. Thanks Rick

Hi I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine. The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?).  An example is Invoice 1326 (Once ...

Hi Ben It's not a custom field, it's the standard JobDesc field on the contact entity.  I have modified my screen, so that this field is displayed, but when I'm doing the integration I can't map the data.  A workaround would be to add my own JobDesc field to the contact table and then map, but I don't want to ...

Hi I am importing contact data into Method. I have Job Descriptions (Buyer, Director etc) in my contacts file to import.  I have modified my Contacts screen to include the relevant field, however there isn't an option to map this field when doing the integration/Import. How do I use this field, I don't want to create a duplicate ...

When I try to create a new report in the report designer, I can login, assign master and detail tables but when I click "create new report" a pop window appears, the title on the popup is "the report failed to be crea..." and the message of the box is blank.  I can provide a pic if that helps. Please ...

Hi The system has been setup with default values: DHL, Fedex, Post, UPS I would like to change these values, but I cannot find the screen to update them and I was unable to update using export/import. Please advise. Rick