Search results by user ID 4693

Re: Error with Portal

akoumjian — Mon, 13 Jun 2011 14:18:09 GMT

Hi Michael,

I am still able to produce the issue. I tried refresh the page, and I even created a new Portal just to test it out again.

-Alec

Re: Error with Portal

akoumjian — Tue, 31 May 2011 19:52:05 GMT

Thanks for the diligence. I will look forward to the update.

Re: Error with Portal

akoumjian — Tue, 31 May 2011 16:12:30 GMT

[quote user="Method_Michael"]When a customer, vendor or employee logs into Method with a Third Party Login (Portal), the screen is automatically filtered to only show records that belong to them.[/quote]

I don't remember that happening automatically the first time I created a Portal, has it always worked that way?

They have quite a few PO's created for them. Clicking the Refresh button, reloading the page, and F5 refreshing the page do not change anything.

Re: Error with Portal

akoumjian — Tue, 31 May 2011 14:43:07 GMT

So after some further investigation I have discovered that the problem is more fundamental than I thought. When I remove all filters of any kind, no purchase orders show up under any grid view.

To confirm this, I created a new Vendor Portal screen that is an identical duplicate of our Purchse Order screen. When I'm logged in through the admin and visit this screen, all the purchase orders show up as expected. When I log in through the Vendor Portal through one of our vendor accounts, none of the purchase orders show up.

Here is the screen while logged into Method:

Here is the same screen while logged in as a Portal user (again, there are no filters set up):

Re: Error with Portal

akoumjian — Thu, 26 May 2011 13:45:58 GMT

I did go through all of our Vendors and found not a single duplicate

Re: Error with Portal

akoumjian — Wed, 25 May 2011 19:09:13 GMT

For the grid fields, I've gone to the Advanced link for the field Vendor

From their, I've added a filter that is "FullName is equal to spdLoggedInThirdPartyLoginEntityFullName". There is no option to select "Vendor" for the filter list.

When I go to save, I get the following message:

"The field FullName cannot be selected as the first column in the dropdown. Although it is marked as 'Is Unique', there are duplicate records that need to be cleaned up first. One example of duplicate records is . "

Error with Portal

akoumjian — Wed, 25 May 2011 17:58:44 GMT

We have a portal set up for our vendors. About three weeks ago it stopped working properly and we are not sure why.

We have a screen set up so that the Vendors can view our Purchase Orders with them. It filters based on their Vendor Record ID and only displays the ones that match with the logged in Portal User. About three weeks ago, the screen stopped displaying any purchase orders in the grid whatsoever. I tried switching from Vendor Record ID to Vendor Fullname and other fields, but to no avail.

The strangest part is that if I log in and log out repeatedly, once in about a half dozen attempts, it will work! Then the next time, they disappear again.

Please help.

Re: Sales Orders with Sales Tax and Negative Totals

akoumjian — Thu, 12 May 2011 13:30:30 GMT

I just wanted to quickly check in on this. Has a member of the team been able to evaluate the situation?

Thank you!

Re: Sales Orders with Sales Tax and Negative Totals

akoumjian — Mon, 02 May 2011 14:36:54 GMT

Hi Michael,

Do you think this ticket will be reviewed this week?

Alec

Sales Orders with Sales Tax and Negative Totals

akoumjian — Fri, 29 Apr 2011 16:42:56 GMT

Today we have a different error when trying to save a Sales Order that should have a total of "0", but Method believes is negative and it won't sync with Quickbooks. Attached is a screenshot as an example. It has to do with the point as which sales tax is counted towards the Sales Order total.

As you can see, if it added the sales tax to the total before it tries to save the sales order, it should be a sales order of size "$0.00". However, because it does not count the tax until later, it believes the SO total is negative.

I am already in contact with support.