Search results by user ID 2172

Re: Pre-Sales Questions (Can 'Method' do this?)

fran — Sun, 05 Mar 2017 03:05:47 GMT

Werxgroup,

I get the time invested in looking for a new system. And you will probably find that none totally meet your wants exactly. But with Method , you have the opportunity to do deep or light customization. Most other systems don't allow.

Method has Google Gadget which allows you to add a new opportunity, lead or activity right from Google apps mail. It is a huge time saver and awesome tool.

Re: Pre-Sales Questions (Can 'Method' do this?)

fran — Fri, 03 Mar 2017 22:23:17 GMT

Hi Werxgroup,

I am a Method Partner and most of the items you mention can be done with Method out of the box. Some items, like adding customer demographics, would need some customization. Method is pure online play, so there is no offline capacity... Method syncs almost real time with QBO and allows you to extend your functionality. So - implementation costs will depend on what you want for startup..if you you have leads that are not in QBO you will need to import into Method. Your cost will depend on how good your data lists are. Method gives you a month free trial, so go for it. See if it works for you. And if you need customization or just plain help then Method or one of Method's partners can help you out.

Re: Incorrect Unit Price on Quotes

fran — Fri, 28 Oct 2016 13:42:15 GMT

Hi there,

Are you able to review the estimate screen and see what field in Method the unit price is coming from? Is this a custom screen? I suspect that is your problem.. and explains why when you generate in Qb it appears correctly. But when started in Method it does not. If you don't know how to customize the screen or view the code behind the screen, have Method look at for you. or one of the Method partners.

Re: Purchase transactions pulling from sales price instead of cost

fran — Wed, 12 Oct 2016 16:30:00 GMT

Yup.. App is bringin in Sales Price instead of Cost.

THhis is Uber important to fix - app is useless otherwise....

Extract Method Data to microsoft PowerBi

fran — Fri, 25 Mar 2016 19:11:31 GMT

I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import. Anyway to do this? Do I need API to do? Would take Method reporting metrics to a whole new level.

Re: Magento Integration/Support

fran — Fri, 25 Mar 2016 18:58:29 GMT

Mark,

Unles you have special import needs I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method. If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using Method's integration tool.

Re: Filter by Current Season

fran — Fri, 25 Mar 2016 18:50:39 GMT

Marcelo,

A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 . Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result. then do a character function action of "join" 12/31/ to Result1. this gives you end of year - save also as shared result. SR1 will look like 1/01/2016. You now have a date begin/date end parameters ussing the shared results for the Grid View. I am sure there are other ways to tackle, but this should work.

Re: InvoiceLineItem is created, however, Invoice is not or gone

fran — Thu, 17 Mar 2016 15:00:05 GMT

Hi Alex,

Just some thoughts....I know you know your way around Mehod,.....Are you checking for RecordID in the invoice line table or checking for INVOICERecordID? I would export the Invoice table and invoice line table and check ID's.

Re: Summary report for Work Orders

fran — Thu, 17 Mar 2016 14:50:53 GMT

Hi ITfrom Valor,

One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2. The Company table has only 1 record and it is available for every report.

Then on your screen - set up fields to choose your dates. Through actions, populate these values to your company table fields.

In report designer, then use these fields to filter your report.

Re: No Child Rows in Report Designer

fran — Thu, 17 Mar 2016 14:45:39 GMT

HI Rick,

Not quite sure what you are doing..but...

If you just want to find records where SO exists, why is your report not using the SO table as master and SOLine (if need) as detail or your SO Pkg detail. Only SO will be in the SO table.

I have found that the report generator action can be kinda fussy as to what record id's are chosen for a report and can be based on screen you are on. Its frsutrating, cause you expect the report to follow the rules of the Report you set up and not be governed by the scren you are on.

hope that helps...