Search results by user ID 4294

Re: Invoice "Site" column / Inventory Site List - where's the table?

alex.miller — Fri, 18 Jan 2013 21:57:08 GMT

Hello,

Can you give me an update on this? Any news at all?

Thanks,

Alex

Re: Invoice "Site" column / Inventory Site List - where's the table?

alex.miller — Fri, 26 Oct 2012 20:06:15 GMT

Thanks Dave. That's good news. I'll keep my fingers crossed.

Alex

Re: Invoice "Site" column / Inventory Site List - where's the table?

alex.miller — Fri, 26 Oct 2012 17:38:59 GMT

Any updates regarding the support of inventory sites? For me, this will determine whether I can continue with the Method platform. Thanks in advance.

Advanced Inventory in Quickbooks Enterprise 11

alex.miller — Tue, 18 Jan 2011 23:16:34 GMT

Is Method able to show inventory quantities by Site that is provided by the new Advanced Inventory functionality in Enterprise 11? I do not see any table related to 'Site' in Method so I can't figure out how I could get this info into an Item List.

Re: View history of user log-ins

alex.miller — Thu, 18 Feb 2010 23:36:22 GMT

Valbon,

Thank you, I was able to create the table and capture most of the session data I needed. However, I am having some issues with Date/Time fields.

When I capture the 'Login Date / Time' value from the current session and store it in my LoginDateTime field, the resulting time is consistently 8 hours earlier than our actual local time. What's strange is I see that the built in action prepackaged with Method on the same Welcome screen (in the Welcome to Method! Section) also pulls the value from the current session's 'Login Date / Time' but, in that case, does actually display the correct local time.

I have also tried grabbing the 'Current Date / Time' value from the current session instead and in that case I get no time whatsoever.

How do I fix this?

(Additionally, the Method Push Status shows a time two hours ahead of local time, which I am guessing is due to the location of your servers and the time difference between us. However, this is not as significant an issue for us)

Custom Price Levels in Item Grid

alex.miller — Wed, 17 Feb 2010 21:22:06 GMT

Is it possible to set up an Item Grid with additional columns showing custom price levels from QuickBooks ?

i.e.: Product | Reg Price | Price Level A | Price Level B

View history of user log-ins

alex.miller — Wed, 17 Feb 2010 21:03:36 GMT

I would like to have a record of which of our users log into Method and when. Is this possible? Is there some sort of log table that exists or that can be created? The next question is whether this can also be done to document which customers log in to Customer web portals as well? Thanks.

Re: Filter by Open Sales Order

alex.miller — Wed, 03 Feb 2010 23:32:42 GMT

Thank you for the update. It works now.

Re: Filter by Open Sales Order

alex.miller — Mon, 01 Feb 2010 20:20:06 GMT

Unfortunately I have put in a lot of time experimenting with both of these fields already without any success.

I see that IsManuallyClosed comes from Quickbooks. When one wants an otherwise unfilled - or partially filled - Sales Order to be closed in QuickBooks, one checks this box in QuickBooks and this value does successfully carry over into Method.This, however, is the minority of our transactions - special situations when we have some special reason to do so. The vast majority of transactions remain open until the time that they are fully invoiced.

However, I do not see where IsFullyInvoiced gets data from, nor can I find this field in QuickBooks. If I view any Sales Order in Method which I know has been fully invoiced (where each of the quanities ordered equals each of the quantities invoiced as shown in the SalesOrderLine table), that check box never has a check in it on the Sales Order. In fact, I can not locate a single Sales Order in Method where the IsFullyInvoiced value is equal to Yes.

Does this require some kind of action step that compares each of the ordered items to each of the invoiced items and if they match exactly, the IsFullyInvoiced field gets set to Yes? This seems a bit messy and complicated to me.

Ultimately, all I want is the info that comes from QuickBooks' Open Sales Order report to appear (filtered by the logged in rep). Can someone tell me how to do this? This seems like it should be simple to do, yet I just can't figure it out.

Method is able to pull the correct data using the QuickBooks Reports section, I just don't have any ability to customize and filter by rep there (or do I?)

Filter by Open Sales Order

alex.miller — Sun, 31 Jan 2010 00:40:48 GMT

I have created several screens which automatically filter by sales rep depending on who logs in. I have created a screen that lists Sales Orders by rep using the SalesOrder table. How do I filter the Sales Orders to only show those that are open (i.e., similar to an Open Sales Order report in QuickBooks)? I can not find any appropriate field to filter by.