Search results by user ID 5261

Re: Quickbooks -> Method sync, now I have a unique Customer Name for each Opportunity?

JamesQ — Fri, 09 Sep 2011 16:07:04 GMT

I believe that our QB is set up using a standard format, and that I am not communicating properly. I will not be able to look at QB until Monday. I will circle back with more infomation about how our QB is organized.

Re: Quickbooks -> Method sync, now I have a unique Customer Name for each Opportunity?

JamesQ — Fri, 09 Sep 2011 14:36:19 GMT

I will pursue these ideas as work-arounds, but how do I get a clean import? As I said, If I had a Company in Quickbooks with 25 Opportunites the import created 25 Customer Records, one unique Customer Name for each Opportunity.

Do I correctly understand how related records should be handled in Method?

JamesQ — Thu, 01 Sep 2011 16:49:58 GMT

I was examining the New Opportunity screen and I was surprised to see that a lot of data appears to be copied from the Customer table into the Opportunity table, rather than just remaining as related and displayed via query through the relationship.

I want to make sure that I understand that this is the correct way to proceed.

For example, I am creating a report based on my table SalesOrder. I want the report to display the CustomerName. However, customer name is not on the SalesOrder table, it is only available through the OpportunityID. When I look at how the New Opportunity screen is set up it appears that I need to Retrieve the CustomerName and copy it into the Opportunities table and put it in the SalesOrder table. Is this the correct workflow?

Re: Quickbooks -> Method sync, now I have a unique Customer Name for each Opportunity?

JamesQ — Thu, 01 Sep 2011 14:33:32 GMT

Thanks, whatever you can let me know will be helpful.

I copied the customers table and created a screen which shows me Name, Company Name, Full Name, and First Name so that I can make sure I am seeing the data correctly.

For every entry that I imported, I have one record where Name = Company Name = Full Name. This is fine, it is what I expect. In the First Name field I see the first name of my contact, which is also fine.

Then, for every entry that I imported, I also have one record for each opportunity. These imported so that Name = Opportunity ID, Comany Name = Company Name (as it should), and Full Name = Concatenated Company Name and Name field, eg Company Name:Name.

Quickbooks -> Method sync, now I have a unique Customer Name for each Opportunity?

JamesQ — Wed, 31 Aug 2011 21:06:43 GMT

QB is set up as you would expect:

Customer A - Contact - Jane Doe:

Job1234

Job5689

Job4568

Customer B - Contact - Joe Blow:

Job8956

Job5689

Job5642

etc

If I look in the Customer table, I should see two customers - A and B

But after syncing to Method, my Method Customer table looks like this:

Customer Name:

Customer A:Job1234

Customer A:Job5689

Customer A:Job4568

Customer B:Job8956

Customer B:Job5689

Customer B:Job5642

Six customers?

Am I missing something?

The reason that is is problematic is that when I want to create a new opportunity, the drop down looks like this:

Jane Doe - Customer A

Joe Blow - Customer B

Re: Is there a field which will take hard returns?

JamesQ — Tue, 30 Aug 2011 19:47:09 GMT

This confuses me. What is a rich text field?

EDIT: searching this forum for "rich text field" yields two results, this thread is one of them.

EDIT 2: I see now. Insert the Rich Text field, then bind it to the field in the table.

Re: Is there a field which will take hard returns?

JamesQ — Tue, 30 Aug 2011 15:29:52 GMT

I have the field set up properly and I can enter formatted lines. Great!

When I go to the Report Designer I do not have HTML as an option under Data Bindings.

Can I use the Report Builder to enter fields into a paragraph

JamesQ — Tue, 30 Aug 2011 15:03:00 GMT

Is it possible to pull fielded data from a table and drop it into a paragraph in the Report Builder?

EXAMPLE

This Order is executed pursuant to the Master Service Agreement by and between ACCOUNTNAME and Our Company dated MASTERSERVICESAGREEMENTDATE ("the Agreement"). The terms and provisions of the Agreement are incorporated by this reference and govern the Services specified herein.

Is there a field which will take hard returns?

JamesQ — Mon, 29 Aug 2011 22:03:06 GMT

Hard returns to create formatting which will pass through to a report? I am thinking of it as a way for a user to enter multiple lines for one record, without having to create a linked table.

Re: How to display multiple lines of a "sub" grid when using Report Designer

JamesQ — Mon, 29 Aug 2011 21:22:15 GMT

I have not tried to copy and edit the Sales Order report. The problem is that I am making a "Sales Order," but our Sales Order is more like a Statement of Services or a Work Order, and not a Sales Order like the report which exists. However, the Sales Order (Custom) report can be illustrative. In your report, the DetailReport with SalesOrderLine is the last thing on the report (other than the footer. It appears that when you instert a Detail Report, you effectlively end the Main Detail because you cannot have fields on the Main Detail which fall after the Detail Report.

Here is a diagram of what I am trying to accomplish (tables and relationships are on left, structure or report is on the right). My Table has three sub-tables. One is a Text field, two are Dropdowns (not that this matters). This allows a user to enter any number of Summary Lines. For example, we may want to enter:

1. Rush order, deliver by MM/DD/YYYY

2. Must ship via FedEx, no UPS

3. Deliver data on encrypted DVD

These entries may number 10 or 20 possibly.

Likewise the two tables that hold which metadata fields are being delivered. Each project might require delivery of one, two, or up to twenty metadata fields. These fields are stored in another table.

As you can see from the diagram, I need to enter data on the Main Detail which will display after I insert my first Detail Report. Then I will insert a few more Detail Reports, and then I want to continue to insert data on the Main Detail.