Method Community

Hi,

I am in the process of designing all of my print forms. I created the estimate form how I wanted it and then made a copy to edit further as my sales order (so I didn't have to start from scratch twice). I have got everything how I wanted expect the fields that are bound to Estimate.EstimateLine I cannot change over to the SalesOrderLine because it is not available in my Field List. I am guessing this is because it started as an estimate form. How can I get access to my SalesOrderLine items?

Thank you,

Conner

Hi Conner,

The master and detail tables for a report are selected when you create it. After creating your report, these cannot be changed.

You will need to “start from scratch” or modify the stock sales order report in order to build your own. This is similar to screens in Method, where you can’t simply copy and modify your customized estimate screen to create your custom sales order screen.

I hope this helps.

-Audisho