Search results by user ID 5728

Filter Items on PO Screen by shipping address

BartH — Thu, 28 Aug 2014 14:37:16 GMT

We purchase items to be stored and sold out of a warehouse but we also sell direct from our suppliers to our customers. The current view in the Purchase order screen list all items in alphabetical order and lists the item for both the inventory and non-inventory versions.

For example

Customer A wants to but 15 widgets from us and have them shipped to him. We don't have that many in stock so we send a PO to the supplier to ship direct to the customer.

The next we decide to put in a stock order to bring the items into our warehouse to have to fulfill future orders.

In our system we have two item codes for widgets

Inventory = Widget_Acme

Non-Inventory = Widget Acme

Is it possible to filter the item selections in the purchase order screen based on where the items are shipping to, so that any direct shipments to customers only the non-inventory items show up? Conversely if the item ordered is to go to the warehouse that only Inventory items appear in the grid?

Error Inserting Items into Sales Orders

BartH — Thu, 19 Dec 2013 15:26:53 GMT

We keep receiving an error when trying to insert a handful of items into a sales order through method. We currently have to go into QB and add these specific items before we can continue in method. I have looked at the names of the items and everything else I could think of to determine why we are receiving this error.

Re: Report Date Won't format correctly

BartH — Fri, 08 Mar 2013 16:46:10 GMT

I was utilizing the format string on the right hand side of the screen. After clicking on the small arrow above it has now formatted correctly. What is the property grid on the right side of the report designer used for then?

Report Date Won't format correctly

BartH — Fri, 08 Mar 2013 16:06:28 GMT

I am trying to edit the look of the sales order report in the Report Designer. After I have updated the Format string to have the date appear the way I want(MM/dd/yyyy), I click on the preview and both the date and time appear. I have tried to delete the original date and save the report then add the date back and it still does the same thing. What am I missing?

Re: Automatic Rounding

BartH — Tue, 22 Jan 2013 15:06:04 GMT

Adam,

It is a Decimal field.

Re: Automatic Rounding

BartH — Tue, 22 Jan 2013 14:51:55 GMT

Adam,

It is a custom table that includes multiple fields that have the same setup (decimal, 2 places) but this particular field rounds to an even number. I changed over to the January version and it still is doing the same thing.

Automatic Rounding

BartH — Mon, 21 Jan 2013 22:21:17 GMT

I have setup a screen where we can enter our sales data. After we enter all our info into the form we hit the save button. If we refresh the grid and select the record we just entered one field gets rounded and I cannot get it to stay as what we entered. For Example we enter our cost as 1.61 it rounds to 2.00 when we recall the record, but it calculates the correct profit margin as if it was still 1.61. I have check everywhere I can think of and nothing is setup to round.

Any ideas why it is autorounding this field?

Re: Table Issues

BartH — Tue, 09 Oct 2012 16:18:04 GMT

I must be missing something. I created a new table using only the vendor name as a dropdown and the Items. When I go to view the table that I created it is blank. Will this not update as items are added in QB? Will I have to add the items individually as we get new items and suppliers to this user created table?

Re: Table Issues

BartH — Tue, 09 Oct 2012 15:33:39 GMT

If I create a new table would I have to go in and update the table everytime we get a new product or is there a way to setup the table to pull information as it is updated in QB?

[quote user="Method_Chad"]How many suppliers and how many list items?[/quote]

As far as the suppliers and Items we have probably 15-20 suppliers and over 200 total items from those suppliers.

[quote user="Method_Chad"]

I put an action on text change for the first dropdown to load the second section and filter the dropdown for items based on the selection from the first dropdown.

Your second section for items could be grid based if you needed to select more than one. You could then add a third section for additional information then processing to make the layout clean.

[/quote]

As far as the action on text change and update the values is that real heavy duty coding in the screen? or is there a short cut on an existing screen that I could "cut and paste"

Table Issues

BartH — Mon, 08 Oct 2012 21:02:03 GMT

I am trying to create a form for our sales reps to enter data from a sales call into.

I am having problems creating a dropdown entry form to simplify this for the reps.

They need to select the supplier and based on that selection give them a dropdown list of items by that supplier to choose from.

a. is that possible

b. do I need to create a new table to with just the supplier and items listed to pull data from?

Also is it possible to have these reports linked to the customer account under the activities section?