Search results by user ID 4270

Re: report designer issues

Formation QB — Fri, 27 Mar 2015 20:48:20 GMT

I tried all strings including this one. Nothing changes. It changes in other fields but not the Rate field.

Re: report designer issues

Formation QB — Fri, 27 Mar 2015 19:07:09 GMT

Hi Michael,

I am having exactly the same problem as Hannah described above with the Format String. I can't get it to change on the Rate field. I was able to change it on the Total field.

Can you tell me if you found a solution for her ? If so what was it ?

Thanks !

Michael

Re: How to print a SO and PkSlip from same screen

Formation QB — Sun, 23 Jun 2013 10:59:17 GMT

That was the problem. It now works properly.

Thanks Jason !

How to print a SO and PkSlip from same screen

Formation QB — Mon, 17 Jun 2013 16:55:19 GMT

On my SO Screen I would like to be able to view in PDF (and eventually print) as a Sales Order (with prices) and also as a Packing List (without prices). I have the two Reports created in my account. I created a second Preview button on my screen but I see either the Sales Order or the Packing List on both buttons. One is linked to the Sales Order Report and the other to the Packing List Report but yet when I click on either button I see the same Report. I can't seem to figure what I am doing wrong.

Any help would be appreciated !

Re: Estimate Print Preview

Formation QB — Tue, 09 Apr 2013 15:34:03 GMT

The path I used was SalesOrderLine.Other2. instead of SalesOrderLine.SalesOrder.Other2. What is the difference between them ?

Re: Estimate Print Preview

Formation QB — Mon, 08 Apr 2013 15:51:41 GMT

Hi Jason,

It is now working. It probably had to do with my browser, because I don't get this problem when view the report from another computer.

Bu I do have another problem with Report Designer with another form. On a Sales Order I have added the column Other2 that we use to input the quantity shipped. In Method it works well and we are able to input the quantity shipped for every item on each line. We also see it in QB. But when we print the SO the column Other2 shows the input of line item 1 on each line. It seems to be repeating the digit entered in line 1 on every line and ignoring the digits entered in all the other lines.

So I went to the Report Designer to see what is wrong. When Previewing that form in Report Designer I don't see anything in the Other2 column. I tried removing the column and putting it back in but nothing works. I am very confused as to why I see one thing in Method and another in Report Designer.

Can you give me some advice ?

Thanks for your help !

Re: Estimate Print Preview

Formation QB — Fri, 22 Mar 2013 11:10:02 GMT

I modified the stock Estimate report.

Re: Estimate Print Preview

Formation QB — Wed, 20 Mar 2013 21:05:10 GMT

My regional settings are set to English Canada and it shows in Euros and the customers setting are also English Canada and it shows in Pounds. I don't see the logic.

Anyhow I did change the Template in Report Designer as you explained and now the Preview no longer works. Here is the message I get:

Re: Estimate Print Preview

Formation QB — Wed, 20 Mar 2013 18:06:30 GMT

Hi Jason,

I am the ProAdvisor working with this customer. In the orginal screenshot that my customer sent you of the Estimate he had the £ sign.

I logged into the Method account on one computer and the Estimate shows with Euro sign. I logged in the same account on another computer and the Estimate shows with $ sign.

Yet I did not do any change in the Report Designer on that form. So something else seems to override the currency symbol in Method. Could it be Windows Settings ?

Thanks !

Re: How to filter items available to a user

Formation QB — Tue, 05 Mar 2013 16:21:10 GMT

Thanks Jason for this pointer.

I am not too sure what to type in the Value field. If I type as you suggest "Inventory, Service" then the user will see all Inventory items and all Service items? But I want them to see ALL Service items and only CERTAIN Invetory items. How does Method know to filter on the Item type in this field ?