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Hi Michael,
I am still able to produce the issue. I tried refresh the page, and I even created a new Portal just to test it out again.
-Alec
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Thanks for the diligence. I will look forward to the update.
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[quote user="Method_Michael"]When a customer, vendor or employee logs into Method with a Third Party Login (Portal), the screen is automatically filtered to only show records that belong to them.[/quote]
I don't remember that happening automatically the first time I created a Portal, has it always worked that way?
They have ...
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So after some further investigation I have discovered that the problem is more fundamental than I thought. When I remove all filters of any kind, no purchase orders show up under any grid view.
To confirm this, I created a new Vendor Portal screen that is an identical duplicate of our Purchse Order screen. When I'm logged in through the admin ...
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I did go through all of our Vendors and found not a single duplicate
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For the grid fields, I've gone to the Advanced link for the field Vendor
From their, I've added a filter that is "FullName is equal to spdLoggedInThirdPartyLoginEntityFullName". There is no option to select "Vendor" for the filter list.
When I go to save, I get the following message:
"The field FullName cannot ...
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We have a portal set up for our vendors. About three weeks ago it stopped working properly and we are not sure why.
We have a screen set up so that the Vendors can view our Purchase Orders with them. It filters based on their Vendor Record ID and only displays the ones that match with the logged in Portal User. About three weeks ago, the ...
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I just wanted to quickly check in on this. Has a member of the team been able to evaluate the situation?
Thank you!
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Hi Michael,
Do you think this ticket will be reviewed this week?
Alec
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Today we have a different error when trying to save a Sales Order that should have a total of "0", but Method believes is negative and it won't sync with Quickbooks. Attached is a screenshot as an example. It has to do with the point as which sales tax is counted towards the Sales Order total.
As you can see, if it ...
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