Search results by user ID 5683

Re: Linking Sales Order to Purchase Order

Sandy — Tue, 05 Aug 2014 22:01:04 GMT

Thanks Russell. I will look into this further and see how far I can go with this customization. Can I contact you directly if I have any questions?

--Sandy

Re: Filtering the Item Drop Down List on a Sales Order

Sandy — Tue, 05 Aug 2014 21:55:57 GMT

Thanks Russell! This was exactly what I needed. My client will be thrilled

Sandy

Filtering the Item Drop Down List on a Sales Order

Sandy — Tue, 05 Aug 2014 01:39:52 GMT

When you click on the item drop down field on a sales order and begin typing the item you are looking for, is there any way to tell Method to only filter from the Item name and not from the Description field as well? For example if youa are searching for item "DR148" and there is another item called "1485 " but in the description field it is called a "DR 1485" they are both showing up in the item drop down as you type "DR" which is very cumbersome when you are working with 1,000s of items. I've tried to go in and customize the table which the grid is linked to, but it doesn't seem to make any difference. Thanks for any help you can give me ---Sandy

Linking Sales Order to Purchase Order

Sandy — Tue, 05 Aug 2014 01:31:13 GMT

Is there a way to link the sales order created in Method to auto create a Purchase Order in Method to a preferred vendor as it is done in QuickBooks? I have done a little customization but I don't know how complicated this would be to set this up in Method. Thanks for any help you can give me.----Sandy

Re: New Method User Group starting for Non-MSPs in January 2013

Sandy — Mon, 14 Jan 2013 06:10:18 GMT

Hi April. I would be very interested in joining this group. I've just returned from Method bootcamp in San Francisco with Joe and am so excited about using the software. I just passed the Method level 1 exam and just received the Advance Certification last week. I'm currently using Method within my company and still have lots of questions hoping to find answers in this group. I would also like to join the linked in group as well. Thanks for putting this group together. I'm looking forward to learning all I can about Method.

Sandy Bever

ETEC & Associates, LLC