Method Community

... or any other transaction table (Sales Order, Purchase Order, Invoice) If I do this as a result of an action (say, emulating the Duplicate feature found in Quickbooks for a given transaction), and I have Method set to assign the Refnum numbers for these transactions when passing to QB, does Method still assign the Refnum? What would be the ...

Hi there, I've had no trouble adding a grid for each LineItem table associated with an Inventory Item in our Inventory Item screen. I can show Purchase Orders, Item Receipts, Bills, Estimates, Sales Orders, and Invoices relevant to a given Inventory Item all in their own grid without a problem. What I'd really like to do is basically ...

Thanks Greg and LaCrews! :)

Hi there, We'd really love to be able to have our service guys be able to visit customers with an iPad or other tablet, while working create a Sales Order, and then be able to capture the customer's signature on the iPad as confirmation that they accept the work documented in the Sales Order before we leave their site and invoice ...

Thanks Adam, Yeah, so it turns out my users were not being completely upfront about what they were actually doing in Quickbooks (despite having some very convincing screenshots). This is definitely a situation where they are trying to convert an Item Receipt into a Bill. Since that's not supported by the SDK and I'm a little worried that ...

Ok I suspect what's happening is that the business user is giving me bad information on what they were doing in Quickbooks. I should be trying to emulate this functionality: http://www.dummies.com/how-to/content/enter-a-bill-if-you-have-recorded-an-item-receipt0.html I'm going to confirm some stuff and probably proceed on this basis.

I don't think this is a conversion thing. If I'm creating a bill, I can associate it with a Purchase Order. When I do this and the items have not been previously received, the items are received now. This is a situation where we created a PO and sent it to a vendor, and the vendor sent us the items on the PO, but not the bill (yet). In ...

In the Loop Through Grid, after the InvoiceLine has been created, I'd create the relationship table record based on the SalesOrderLine RecordID and the InvoiceLine RecordID. But like I mentioned, that would only sort of get me there because when creating a fully custom table I can't define relationships in there with other tables, no ...

Hi Greg, Ok, that makes sense. Although since I can add stuff to pretty much any other table on the Method side for Method's exclusive use maybe the ability to do the same with the LinkToSalesOrder "entity" will be available in the future? I guess in the meantime I can either: 1) Add a custom field to InvoiceLine which has the ...

If I were in your shoes I'd create a second screen. One screen has the grid set to be editable, the other one just read only. Put the read-only screen in a tab associated with the user role that most people are part of, and put the editable screen in a tab associated with a different user role that fewer people (like just the editor) are a ...