Method Community

We created our own field for U/M as a dropdown column in InvoiceLine. How do we replace the Unit of Measure dropdown that's the default in the "Item" screen (after hitting "Go to" on any item) with what we created for InvoiceLine so that our options match up?

Thanks,

Andy

 Hi Andy,

You would have to edit all the screens that the Go To button takes you to individually. This new field you created will not be linked back to QuickBooks. Why are you not using the default U/M field? What exactly are you trying to achieve?
 
-Michael

Hi Michael,

We wanted the U/M to be a dropdown. I'm not sure, but I think the default U/M is a text field. Might need to evaluate what the tradeoff is and if it's easier to stick with the default.

Thanks,

Andy

Andy,

When you created the drop down for the U/M in the InvoiceLine table did you create the drop down based on the UnitOfMeasureSet table? Using the UnitOfMeasureSet table will ensure that the U/M types used in InvoiceLine will always match those used in items and if you want to take it a step further you can create some actions on your InvoiceLine grid that will copy the value of the U/M field you created to the default U/M field, that way it will transfer back to QB.

-Michael

Michael,

No, unfortunately we created it from scratch and just threw it into the InvoiceLine. Didn't know there was a UnitofMeasureSet table I should've been working off of. Can you go into some more detail on how I should do this? Not sure if I fully understand the concept and how to execute.

Thanks,

Andy

Actually, it might not even matter that we don't have it go back to Quickbooks, since our desktop version is Pro rather than Premier or Enterprise. Can you just walk me through the best way to have the U/M I created for the invoices carry over to the item list, or vice versa? From your earlier reply it looks like we need to edit all the screens the "Go to" field takes us to. Can you explain in more detail?

Andy,

When you create or edit an item it actually brings up a different screen based on the item type you are working with for example if you are editing or creating a service item it brings up the screen ItemService, which means that if you want a new field to show up for all the item types you would need to edit each item types screen. Since you already created a drop down list for U/M you would have created a new table for that drop down list, you can use that table to create a new drop down field in the Item table.

-Michael

Michael,

I think I get what you're saying. I just need some explicit instructions on using the existing U/M table to create a new drop down field in the Item table (I'm still a relatively new user). Or if there's a specific section in a webinar that covers something like this, that would work, too.

Thanks,

Andy

Hi Andy,

This webinar here goes over the creation of fields and tables in Method. Since you only have Pro you would need to use the U/M table you created instead of the one that already exists in Method. If you want explicit instructions I would suggest going with paid consulting you can reach me at m.melo@methodintergration.com if you wish to go that route. The forums are designed to point users in the right direction once we start going into issues in great detail it leans towards paid consulting.

-Michael

Thanks Michael. I've actually seen that webinar a couple times already, but watching it again with what I needed to do in mind really helped. The key for me was as easy as step 1 of the dropdown wizard: Choose from an existing Table. I've created new fields from scratch, but just couldn't find this option to re-use them. I guess I was looking for that option before hitting the "Add field" button. That's all I was looking for.

Thanks,
Andy