Search results by user ID 4775

Problems printing

Andy K — Tue, 06 Nov 2012 19:41:24 GMT

Running into the following message when I print preview invoice screen. Has been going on for about a month. Usually requires a log out and log back in to resolve. Is there a solution to this?

Method is still processing your request.
The server will be contacted every 15 seconds to verify the health of this process.

Re: Editing EstimateLine

Andy K — Fri, 31 Aug 2012 14:30:48 GMT

I'm open to consulting. Tell me more about how I can set it up.

Re: Editing EstimateLine

Andy K — Fri, 31 Aug 2012 02:32:41 GMT

You're correct. We just want to see the total bottom line the customer is interested in for each line item. I took a couple days to review some of the webinars as it's been a while since I've had to do any customization. I understand what you are proposing as the solution, but it is out of my league in terms of what I can customize on my own.

One thing I should probably mention is that for this screen, we don't need anything to revert back to QB accurately. Since Estimates aren't important for us in terms of bookkeeping, we do them strictly in Method just so we can generate a PDF for our customers.

So I thought the simplest solution would be to create custom fields for salesprice and Total Amount (salesprice x quantity). It doesn't matter to us if these don't pull into QB. My two problems I'm facing when trying to do it this way.

1. I created a new custom salesprice field that isn't a linked field like you recommended a few posts up. But I can't get the Actions in the grid correct so that it's pulling the number automatically from the Item table. I'm replicating the Actions from the default InvoiceLine grid to try to recreate the same actions that happen on that grid, but I'm sure I'm missing something.

2. I'm stuck on how to do basic math actions so that I can get a Total Amount (salesprice x quantity) column to work. I looked over the webinars and can't find one that deals with Basic Math in a grid situation where we're multiplying one column by another. If it exists, can you point me to that webinar?

Re: Editing EstimateLine

Andy K — Mon, 27 Aug 2012 22:12:39 GMT

Thanks, I see what you mean. I guess when I created the "SalesPrice" field, I wanted it to act like the "Rate" field, where it is auto-populated from the default value price in "Item", while still maintaining the flexibility to change it right in the grid if needed.

Let me ask you this, as I think it is the easiest way to solve my problem. Is there a way to include InvoiceLine into the Estimate screen. When it comes down to it, this is all I'm really trying to do. I want the EstimateLine to mirror the InvoiceLine in it's capabilities. Right now EstimateLine multiplies cost (Rate) x quantity to come up with Total Amount. What we really need when producing an estimate for a customer is sales price x quantity, like how it is in InvoiceLine. I just can't wrap my head around the need for a company's cost to be included in an estimate, but maybe that is a requirement for some industries. Or I'm misinterpreting the intent of the Estimate screen.

I started down the path of adding a grid in the Estimate screen for InvoiceLine by using Detached Table in Step 1 of the Grid Wizard. I think I am going down the correct path for adding InvoiceLine into the Estimate screen, but this requires me to build it from scratch to try to match a lot of the characteristics that were defaults in the InvoiceLine as it appears in the Invoice screen. Is there an easier way to copy a table from one existing screen to another?

Re: Editing EstimateLine

Andy K — Mon, 27 Aug 2012 16:51:51 GMT

Thanks. However, I still can't edit directly in the grid for the "sales price" column. I made a copy of the original Estimate screen and added the sales price column in there as well just to test without any other changes to the screen, and I have the same result where I can't edit any grids in that column, but can for every other column. Can you try it on your end to see if you are experiencing the same thing?

Re: Editing EstimateLine

Andy K — Mon, 27 Aug 2012 15:42:17 GMT

I double checked and the Make Read Only box was already unchecked for this column. But I did go back and compare my Estimate screen to the original Method Estimate Screen and noticed that ours doesn't have the "New Line Item" option under the grid. I must have done something to it. Is this related to my problem?

Re: Editing EstimateLine

Andy K — Sat, 25 Aug 2012 01:57:24 GMT

Actually, all the grids are editable except the ones in the column for Sales Price. What do I need to do so that users can edit the grids in this column as well?

Re: Editing EstimateLine

Andy K — Sat, 25 Aug 2012 01:53:30 GMT

Please disregard this request. Found it in step 5 of grid wizard.

Editing EstimateLine

Andy K — Sat, 25 Aug 2012 01:13:57 GMT

I made some changes to the EstimateLine field. Not sure what I did, but now when I'm on our Estimate screen, I can't click on a field and edit it. For example, under the column "Description", I can't click on one of the descriptions and be able to edit the text. The original Estimate screen allows you to do this. Not sure what I did to make that flexibility go away. Please advise. Thanks.

Default date Purchase Order screen

Andy K — Tue, 10 Jul 2012 01:20:44 GMT

Recently, the default date in our purchase order screen has been defaulting to 6/25 instead of the current date. Under "TxnDate" the box is checked for "Use today's date/time." I don't think we've changed anything to this screen for a while now that might be causing this problem. Please let us know if you have any ideas of how we can fix this issue.

Thanks,
Andy