Method Community

Hi,

I have a question regarding how Method calculate subtotal/total in an Invoice and Sales Order. If I have InvoiceLine or SalesOrderLine in an Invoice/SO, after "Save all sections", I can always get correct subtotal/total from table and display it on the order screen. However, if I delete all items from an Invoice or a Salesorder, then these values are not updated, it just keeps last calculated result.

Is there any flag I need to set to notify Method to calculate these subtotal/total fields? \

Thanks.

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Alex

Hi Alex,

You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this shouldn't be done.

- Justin

Actually this situation happens a lot where you have an invoice with no Line items.  Method user starts to enter in a record, then decides doesn't want it.   I agree it shouldn't be that wsay but it happens.

Once a Customer is entered then Method "saves" the record to generate  a Invoice or SO header record.

I agree that a "Save"  should update the values whether it syncs or not.    If you have one item it will save appropiately, even without sync.    Since Totals are maintained in the header recdord - I would expect a "save" action to update those values to 00.00.   

If a document has no line items then Subtotal is blank, tax and total have 0.00.  

Justin is correct, best if you want to delete all lines. to just delete the document.