Search results by user ID 4225

Method on file server using a QB license

Patricia Hendrix — Tue, 25 Oct 2011 20:17:22 GMT

My client has a two user QB license installed on two workstations as well as the server. In order for the Method Sync engine to work, QB has to be logged in on the server, thus using one of the licenses. Should the Method Engine be installed on the workstation instead? Do you have any other suggestions to keep Method from requiring a QB license?

Tricia

Re: Customer Portal Order Entry

Patricia Hendrix — Sat, 09 Oct 2010 18:28:22 GMT

OK, I do see it there, sorry. But what makes this field special? I doesn't seem to be tied to a special field. Can I add a normal check box on any screen and just name the caption "Wait for Sync Approval?" and it will work? If so, this means that Method is looking for that exact wording in the caption? If it is tied to the "IsWaitingForSyncApproval" field, how do I tie that field to the checkbox?

Re: Customer Portal Order Entry

Patricia Hendrix — Sat, 09 Oct 2010 16:14:06 GMT

I don't see this field in the field list or the object list. How do I add this field to the list?

Customer Portal Order Entry

Patricia Hendrix — Sat, 09 Oct 2010 13:54:06 GMT

I want to allow my customer to place an order through the Customer Portal, then have that order held for approval before becoming an invoice. I've copied the Invoice screen to my portal tab already. Do I need to create a duplicate table to hold all the information, then upon approval move it to the invoice table, or is there some way to have it already in the invoice table, but not downloaded to QB until approved. This is similar to the expense report approval or the time entry approval. How do I get this on an invoice entry approval?

Tricia Hendrix

Ten Key Business Solutions, Inc.

Re: Adding Drop Down to Screen w/ link to table

Patricia Hendrix — Wed, 29 Sep 2010 00:39:27 GMT

I just ran into the same problem. The answer is, that in the table you want to link to, you have to make the field you are linking to a "unique" field. Then it will show on the list in addition to record id.

Re: Edit Series Error

Patricia Hendrix — Wed, 29 Sep 2010 00:37:02 GMT

I'm getting the exact same error on a page I designed. I added a button to "Refresh Grid" and when that button is clicked, the error you stated appears. I have to re-select my customer to reload the page.