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Adding new field to BillLineItem

Last post 05-27-2011 11:16 AM by Method_Michael. 1 replies.
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  • 05-27-2011 9:34 AM

    Adding new field to BillLineItem

    Reply Contact

     I'm posting on behalf of a new client :)

    "Hi,
     
    I want to enter a field on  a bill line item called trailer no. 
     
    I want to be able to generate a report for all expenses by trailer no.   Is trailer no. a data field?  I added it to BillLineItem but it is not showing up"

    Wayne Barbaza
    Account Manager
    Method Integration
    Toll Free: 1.888.925.6238 ext. 728
    Fax: 416.640.6027
    E-mail: w.barbaza@methodintegration.com
    Website: http://www.methodintegration.com

  • 05-27-2011 11:16 AM In reply to

    Re: Adding new field to BillLineItem

    Answer
    Reply Contact

    Hi,

    Now that this new field is in the table you will also need to add it to the screen itself. Go to Customize > Screens and edit the Bill screen (It will ask you to make a copy). On that screen you should see a grid for BillLineItem editing that grid will allow you to add additonal fields to it. Lastly you would also need to add this new field to a report using the Method Report Designer. We have webinars on editing screens and using the report designer HERE. 

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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