Search results by user ID 4682

Re: Last Item in Groups will Duplicate Itself in Quote

RuggedNotebooks — Tue, 07 Dec 2010 00:23:42 GMT

I'm confused now more than ever.

I only changed the Caption of the fields, not their database table fieldnames. Why would an otherwise cosmetic change affect the database relationship? On multiple screens - including the EstimateLineItem grid - it is still referred to as the "Amount" fieldname... so it's not like the original relationship is lost.

It should be noted that multiple other fields have captions different from their database table fieldname, including fields in the EstimateLineItem grid.

-Thomas

Re: Last Item in Groups will Duplicate Itself in Quote

RuggedNotebooks — Mon, 06 Dec 2010 22:20:09 GMT

"LineTotal" is a re-label/badging of the default "Amount" column.

I have made no modifications to the default tables.

Re: Last Item in Groups will Duplicate Itself in Quote

RuggedNotebooks — Thu, 02 Dec 2010 23:28:44 GMT

I greatly appreciate the efforts you guys have gone through to address these particular issues. My testing and fiddling would indicate everything looks to be back 98% normal.

One quick question, though: Is it by design that the LineTotal field can't be manually overridden in estimates? See below. When we run the "Save/Update"-whatever, after sync the values go back to their QB default.

This ability is needed on a purely practical note, as we have shipping charges that will change on a case-by-case basis. Rarely discounted from its standard price (in which case I'd use a discount line item), it's often increased.

Re: Filtering to show customers for which a user is a rep

RuggedNotebooks — Thu, 02 Dec 2010 23:17:04 GMT

Go into the customer grid options in the Edit screen and add the following to the default filter (or create new one for yourself)

Re: Last Item in Groups will Duplicate Itself in Quote

RuggedNotebooks — Tue, 30 Nov 2010 17:50:54 GMT

Unfortunately the fix you introduced - whatever it was - has introduced another set of problems.

1) The LineTotal of items is being replaced by Cost.

before update... note LineTotal...

and after "Update"...

2) No estimate will sync with the system. Newly created or freshly-edited, I'm getting sync errors on every one of them.

It's important to note that none of these errors were present when we closed business early on 11/24/10 (Thanksgiving holiday). Only upon our return - and after your introduced fixes - did these issues appear.

Any assistance you can give on this would be greatly appreciated.

(PS - If you could give me a brief summary of what caused the initial issue, for my edification, I would be appreciative. Specifically, I'd love to know if there was anything I could have done to prevent and/or fix it, or if it was a fix only you folks could effect.)

Estimate Number - Cannot contain Letters?

RuggedNotebooks — Tue, 23 Nov 2010 21:23:58 GMT

My estimate number scheme involves appending a number, generated by the date/time, with the rep's initials. For instance, 101123-0118JR. I know how to get this to do so and the Estimate # field is populated with the correct number.

But when I save, the letters are dropped, leaving me with 101123-0118.

I know it's not a field length issue as it will drop the letters regardless of how many numbers precede it.

Any help would be appreciated.

Last Item in Groups will Duplicate Itself in Quote

RuggedNotebooks — Tue, 23 Nov 2010 20:48:25 GMT

Folks,

A few days ago, I noticed that the last item in a Group will duplicate itself when placed in an estimate.

For instance, when I create a Group with the following Inventory requirements:

Group A
Inventory Part A, Qty 1
Inventory Part B, Qty 1

...and place that in an estimate, I get:

Group A
Inventory Part A, Qty 1
Inventory Part B, Qty 1
Inventory Part B, Qty 1

It's important to note that this isn't appearances only. The inventory parts figure into the Group pricing.

What's going on here? How can I fix it?

Re: "Group" Inventory Types: No Price showing on Estimates

RuggedNotebooks — Mon, 18 Oct 2010 18:57:05 GMT

Amanda,

Thank you for taking the time on Friday to help trouble shoot this problem.

For others: Method will not calculate the sales price of an item contained in a Group unless that item not only has a Sale Price but a Purchasing Cost as well. This is the problem that plagued me for a couple of days.

However, as discussed, one problem still remains. In QB, you have the option of hiding a Groups contents, so as to keep the assembly parts and services hidden from the customer on your forms (estimates, invoices, etc.). In Method, however, the Group's contents are shown and there appears to be no way to disable it.

Again, as much as Groups are an integral part of our business model, hiding a group's contents and ONLY showing the Group's description and aggregate price is the desired way we'd like to present our estimates to our clients. What can you guys suggest to fix that?

"Group" Inventory Types: No Price showing on Estimates

RuggedNotebooks — Wed, 13 Oct 2010 22:48:46 GMT

Inventory Items belonging to the "Group" Type are displaying $0.00 Cost when they are used in Estimates, both on-screen and on the Method-generated quote forms.

Is there a fix for this?

Group item types are very critical to the operation of my company.