Method Community

How and when does Method calculate the item quantity fields (QuantityOnHand, QuantityOnOrder, QuantityOnSalesOrder). I know the numbers are affected by invoices and purchases orders. But what about the txn date. Does that affect the quantities, or are the numbers updated right when you create an invoice or purchase order?

Anyone able to help

Hi Kelly,

Apologies for the delayed response. Happy to answer your questions!

The Item Quantity fields are actually handled by QuickBooks. You create an invoice with Inventory Items, hit save, and the Record syncs over to QuickBooks. At this point, QuickBooks calculates the Quantity on Hand and adjusts accordingly - which then syncs back into Method. 

The whole process takes only seconds, so its difficult to see how much is going on behind the scenes when you hit that little save button.

Thanks Kelly,

-Ben

Hi Ben,

Thank you for the answer regarding invoicing, which happens right away.

Purchase Orders, on the other hand, are future dated transactions.  What I expect to happen is

1. When a Purchase Order is created, the Quantity On Order on the Inventory Item is updated, but not the Quantity on Hand

2. When the Purchase Order is pulled into an  Expense entry and posted,the Quantity on Order is reduced and the Quantity on Hand is updated.

Both of these transactions synch to Method as previously described.

Is that right?

Thanks,

Bill