Hello again Method!
So we are having some issues with our POs not being fully received. We had to modify how we enter bills in Method to how we enter Bills in Quickbooks.
This is how we used to enter bills in Method:
From a PO we would make the item receipt. Then to make the Bill it wanted us to choose from POs that were fully received. This seemed very odd to us because this is not how the process is supposed to be done in QuickBooks.
In QuickBooks,
From the PO we make the item receipt. Then from the item receipt we then make the Bill. The item receipt then "falls off" because it is turned into a Bill.
Back to Method.
I tried to replicate this process and was some what successful. From the PO, we make the item receipt. When we make the item receipt, it shows that the PO is fully received. Then from the item receipt we make the bill. However when we did this process, the item receipts were not being deleted. So to delete them, I set up some actions in Method to make this happen. It appeared to be working fine. However a couple days later, we looked at the POs, and they were not received at all. I believe the problem is when the Item Receipt is being deleted, its somehow syncing back with QuickBooks to the PO to show its not received at all, even though there is a Bill for the PO. So to fix this, I tried to update the "IsFullyReceived" field in Method to "Yes" for the POs that we know are fully received, and have Bills. But you cannot update this Field in Method. So I'm kind of stuck. I was wondering if you knew of this problem. I believe the process would work fine if I could somehow tell Method when the Bill is received, to update the PO to IsFullyReceived=Yes.