Search results by user ID 5185

Re: 'Select All' Checkbox

Birch — Mon, 17 Oct 2011 21:23:11 GMT

Great, thanks for looking into this for me.

Best, Birch

Re: 'Select All' Checkbox

Birch — Mon, 17 Oct 2011 14:12:36 GMT

Hi Michael -

The screen is the 'Batching' tab link under the 'Customer Center' tab. The default view filter is 'Today's Invoices' which shows the daily activity, so I would change the view filter to 'Default' and select to show the TxnDate column so you can view a day with a large number of line detail rows (10/6/11 has 1625 rows in the 'Invoice Detail' grid). The second grid on this screen shows the invoice header information.

Thanks for your help.

'Select All' Checkbox

Birch — Mon, 17 Oct 2011 13:08:08 GMT

Hi All -

I have a screen that exports the daily invoice line detail from a grid that is triggered by clicking on a button that only exports only selected rows in the grid. The workaround to not having a ‘select all’ checkbox that applies to multiple pages of checkboxes on a grid is to specify the maximum 200 rows displayed by default and use the “+” sign to increase the rows and check ‘select all’ on the top of each page. I am curious if there is work being done to aspects of the Method platform that would affect this workaround because I have had trouble with it in the past 3 weeks.

Previously, if I had to export our daily invoice line detail and we had 1600 line items, I had no problem increasing the number of rows to 200 and checking the ‘select all’ button on all 8 pages. Recently, I have been able to select all of the line items for the first 2 or 3 pages and then once I try to select all of the checkboxes on pages 4-8 there are some line items that are already checked. It seems that the rows in the grid are shifting as I navigate to the next page because the last few rows are sometimes checked off when I haven’t even been on that page to ‘select all.’ My export button is set to export only the selected line items (in the event that I do not want to export every row from that day’s orders) but I will only have about 1400-1520 rows in my spreadsheet upon exporting when I should have 1600 – the shift in rows as I navigate pages makes it impossible to actually select all of the checkboxes and usually a handful of line items are missing. Have you heard of this problem before? Please let me know if this is something that is in the process of being fixed because the export of every line item is critical to fulfilling our customer’s orders.

Thanks, Birch

Re: YTD Sales Field

Birch — Thu, 01 Sep 2011 13:44:24 GMT

Michael -

Apparently my daily full-sync that is scheduled for 7pm did not happen on Sunday night, 8/29. Yesterday I did a manual full-sync and the YTD sales field populated this morning! I'm not sure exactly how that would cause the problem, but it is fixed. Thanks for your help!

Birch

Re: YTD Sales Field

Birch — Tue, 30 Aug 2011 20:56:22 GMT

Yes, I just checked and all of our invoices are in Method (dating back to 2/22/10). If the code works, then could there be an action on the screen that is altering the data in the YTD sales field?

Thanks for your help,

Birch

Re: YTD Sales Field

Birch — Tue, 30 Aug 2011 19:09:46 GMT

Hi Michael - Transaction history is set to 31 days and invoices are set to 'all days'. These settings haven't been changed since we started exporting our customer data from this grid over a year ago, which is why it's so difficult to figure out why this field isn't calculating as it should.

Thanks, Birch

YTD Sales Field

Birch — Tue, 30 Aug 2011 18:16:04 GMT

In 2010, I had a custom screen built out that exports our customer data. One of the fields is ‘YTD Sales’ that has the following SQL override code to pull each customer’s YTD sales:

SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2))

FROM viewaccInvoice WHERE viewaccInvoice.Customer = viewaccEntity.FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as varchar(4)) + '/12/31' and viewaccInvoice.TxnDate < cast(year(getdate()) + 1 as varchar(4)) + '/01/01'

I have never had a problem with this grid before, but today this field is not calculating YTD sales. Every Tuesday I export this grid and send the data to our IT company; last week I didn’t have any problems and I haven’t changed anything on the screen. Only a few customers show sales in this field, all of them have a ‘last invoice date’ of 8/26/11-8/30/11 and their YTD sales are not ‘YTD’, it is just the total of their order that was invoiced in the past week. Is there an explanation for why this field would start to calculate 'week to date' sales? I need to send this file before the end of the day, so any help/suggestions is appreciated.

Thanks, BIrch

Re: Subtotal Item and Custom Fields in QB

Birch — Wed, 03 Aug 2011 14:56:29 GMT

I added a linked field 'ItemType' to the 'InvoiceLine' table. Then, I tried to add the following 'on screen load' actions to the advanced screen properties and I received an error message that 'An error has occured in the Update Field In Table action. Please verify all data being entered is correct.'

1. Start loop through table 'InvoiceLIne' where 'ItemType' is equal to type in 'Subtotal'

2. Update field 'ImportSKU' in table 'InvoiceLine' with 'value from row' 'Item' where the field 'item' equals type in 'subtotal'

3. End loop through table

4. Refresh grid

Do you know what could be causing this error?

Thanks, Birch

Re: Subtotal Item and Custom Fields in QB

Birch — Wed, 03 Aug 2011 13:38:35 GMT

Hi Michael -

Sorry for the delayed response. After watching the webinar, I have been trying to think through the potential problems of using the SQL override that you suggested above. In the event that the field 'ImportSKU' is blank for an item that is not the subtotal line (ie. if someone accidentally leaves the importSKU field blank on an invoice in QB for 'item A'), I do not want to take the chance of having 'Subtotal' automatically generated to all blank fields. Is there a way for me to loop through my grid and use a set of actions that would enter the word 'Subtotal' into the 'ImportSKU' field IF the 'Item' field from that row = 'Subtotal'. (Possibly a character function?)

Let me know if that makes sense. Thanks for all of your help!

Birch

Re: Subtotal Item and Custom Fields in QB

Birch — Thu, 28 Jul 2011 15:45:41 GMT

Hi Michael -

No, I did not have to link it. The custom field was already listed as a field in the 'InvoiceLine' table (I do not have the option to delete it either). So, the data is automatically populated next to the quantity and amount for each item on the invoices.

Thanks,

Birch