Method Community

Mike- The issue is not the Entity Type, but the fact that you can't assign a Sales Rep to an employee the way you assign a Sales Rep to a customer. Employees, Customer sand Vendors are all stored in the Entity table (The Customer, Employee and Vendor tables are views or subsets of the Entity table) and if you take a look at the Entity ...

Actually, this particur rep has a Sales Rep Type of "Employee" (I'm not sure why - I didn't set it up). All other sales reps have an employee type of "Other Name" Is this a problem?

Hi Viret56- I will relay this suggestion to our Dev Team.   I am not sure when or if this will be something that get implemented but I will put a link to this forum post in the ticket so that we update you if this comes to life. -Michael

MikeB- I have been reviewing this thread and I think the next best course of action may be to book some time with a consultant. If this issue is a Method bug and not user error or something caused by customization or a QuickBooks settings then the call will be creditable. -Michael

Hi Mike- I was able to duplicate the issue you have described. This issue is related to how shared records work, if Share All Records is unchecked then it applys filters based on sales rep and since Employees do not have sales reps assigned to them its the reason why you can't see them in the drop down. One thing that can be done to ...

Hi Carol- The above example posted by Birch also gives me a grid error when using it on a customer based grid, however this slightly modified version of it should work. SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as ...

I find the 'Show Summary' for a screen to be very useful when performing customization.  I have noticed, though, that grid action sets are not included in the summary.  I suggest adding the grid actions to the screen summary. ~V

Well, no luck there either with eliminating the spaces. I'm at a loss

So I updated without the spaces at the end of the sales reps and I'm waiting for the sync. Incidentally, in Resolve Confilcts, I get this message for a single record at the update time: "QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when composing an address in "". ...

Well, sync is updated and the changes didn't take.