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Invoices linked to Work Orders

Last post 07-15-2013 1:04 PM by Method_Ashur. 4 replies.
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  • 07-10-2013 4:18 AM

    • andy
    • Top 50 Contributor
    • Joined on 12-10-2012
    • Liverpool, UK
    • Posts 139

    Invoices linked to Work Orders

    I have built some functionality into the work order and invoice screens to allow the work order number to be pulled through when creating an invoice (there is a dropdown field in the invoice table displaying record ID from the activity table). There are then 3-4 linked fields in the invoice via the activity record ID.

    On the desktop screen all works fine as the flow moves from work order screen > create invoice screen > invoice screen.

    On mobile I have created a button on the work order screen which stores the record ID of the active work order to a shared result. When the field engineer then moves to the mobile invoice screen another button replicates the default create invoice button and also retrieves the activity record ID from the shared result. A message pops up asking for confirmation that an invoice is to be created and the message successfully displays the shared result. The next action should place the same shared result in the dropdown for the work order number but the field is always blank. As a test I also placed a textbox on screen and tried to place the shared result in there but that is also blank.

    I just wanted to check that there is nothing here that isn’t supported on mobile before I spend any more time on it.

    Andrew Cliff
    Systems Manager
    CS Consult
  • 07-11-2013 1:45 PM In reply to

    Re: Invoices linked to Work Orders

    Answer

    Hey andy,

    Your shared result should still hold the same value and you should be able to enter the value of the action into a textbox at the very least. I'm not sure what dropdown you're inserting it into, assumption is the Activity RecordID dropdown. You may need to speak with one of our Consultants as they'll need to investigate to see if this is a legitimate Method issue or a screen design issue.

    Let me know if you want to persue this route so I can get the ball rolling for you.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 07-15-2013 3:36 AM In reply to

    • andy
    • Top 50 Contributor
    • Joined on 12-10-2012
    • Liverpool, UK
    • Posts 139

    Re: Invoices linked to Work Orders

    Ashur,

    would it be possible to send a Word document containing some screenshots?

    Andy

    Andrew Cliff
    Systems Manager
    CS Consult
  • 07-15-2013 8:12 AM In reply to

    Re: Invoices linked to Work Orders

    Sure, I'll check it out to see if we can narrow down the cause.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 07-15-2013 1:04 PM In reply to

    Re: Invoices linked to Work Orders

    Answer

    Hey Andy,

    After looking at your screenshots I tried to replicate the problem with a simple test on my account but wasn't able to do so. In order to help dissect this further you would need to speak with a Consultant where you would be charged for the time if it is a screen design issue, but would not be charged if it is found to be a Method CRM issue.

    Let us know if you would like to speak with one of our in-house Consultants.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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