Search results by user ID 5760

Tax Not Calculating

Mario Herbst — Thu, 23 May 2013 16:40:01 GMT

I have created an estimate in Method. It has synced with QB. In QB, the tax appears and the QB estimate shows the sales tax. In Method, however, the tax appears on the screen, but when I select the print preview, the sales tax is $0 and the total is the pre-tax amount. If I bring up an estimate created in QB and then synced with Method, the sales tax appears in the print preview.

Ideas?

Mario

Re: Report Designer - Filtering

Mario Herbst — Thu, 02 May 2013 16:59:19 GMT

Ashur,

That certainly works, but there is no control over the format of the report or the page setup. Exporting to Excel is a better option.

However, filtering an existing report would be BEST.

Mario

Report Designer - Filtering

Mario Herbst — Wed, 01 May 2013 22:49:15 GMT

Report Designer seems to be popular these days. My request seems simple enough, but I have been unable to execute.

I have a custom grid that lists items owned by customers. Columns include Customer, Manufacturer, Model Number, Serial Number, and Expiration Date.

A single customer may own several different items that all expire on different dates. Other customers may own the same items with their own expiration dates.

I understand that Report Designer is based on tables, and this grid is based on a table. What I would like to do is create a report that, for example, shows all items that will expire in December 2013 (or any other month). I can filter the grid to show this, but how do I create a report to show the same information?

I have already created a report that will give me all of the data I need, I just can't seem to figure out the final filtering step.

Mario

Method Workflow

Mario Herbst — Mon, 18 Feb 2013 22:24:43 GMT

Trying to understand the workfolow and relationships within Method. Here is what I understand (or misunderstand) thus far:

Estimate ---> Customer PO ---> Sales Order ---> Invoice ---> Customer Payment

---> Our PO ---> Vendor Bill ---> Our payment to Vendor

Campaigns = Marketing Efforts

Opportunity = Potential Revenue

Case = Problems/issues/requests/billing issues, etc. ---> Solutions= Knowledge Base

Activity = Any action (phone call, email, letter, etc) associated with a Campaign, Opportunity, Case or Activity

Here is where I get lost: 1) A customer calls one of our technicians to have some work done; 2) Our tech opens a case, and performs the work. This case now needs to be invoiced, but I can't seem to find how we turn that case into a work order or how that all flows. Is there an automated work flow from first phone call to invoice?

Thanks.

Mario

Copy a Record

Mario Herbst — Tue, 08 Jan 2013 16:54:01 GMT

We keep track of customers' assets for warranty purposes. I created a custom table and screen to manage this. It is loosely based on the existing CustomerEquipment table in Method. We have customers who purchase several of the exact same number where the only information in the record that changes is the serial number (and sometimes those vary by only a single digit). What I would like to do is enter in item 1, save that record but not clear the screen, edit the information as it relates to item 2, and save as a new record, and so on.

I have already figured out how to do this for very large lists via the import function, but was hoping there was a quick-fix via a button to do it for shorter lists and/or new lists.

Mario

Re: Buttons and Pop-ups

Mario Herbst — Wed, 19 Dec 2012 18:27:34 GMT

New wrinkle. Now the same function that worked yesterday is producing a new result. A web screen opens and says:

It appears your session has timed out or is inactive. Please sign out and sign back in before trying again.

I logged off and back on, but I get the same result.

Mario

Enterprise Solutions 13

Mario Herbst — Wed, 19 Dec 2012 17:19:57 GMT

The newest versions of QB have some great new functions. We have not loaded it yet, however, because one of these new functions is a Customer Lead component. It the expected going to happen, i.e. Method Leads sync into QB Leads, or do we know yet? What we don't want is the "unexpected", whatever that may be.

Mario

Re: Buttons and Pop-ups

Mario Herbst — Wed, 19 Dec 2012 17:13:51 GMT

Adam,

Can you show me (screen shots), what you have in the Retrieve and Web Page actions? I have tried every combination I can think of with no luck.

Mario

Re: Buttons and Pop-ups

Mario Herbst — Tue, 18 Dec 2012 18:02:53 GMT

Adam,

I see the wisdom in your suggestion; however, I tried various configurations and everything I tried resulted in that same error, so I went back to my original setup for the time being.

If you get more info on that error and why we're getting it, perhaps that will help.

Mario

Re: Buttons and Pop-ups

Mario Herbst — Mon, 17 Dec 2012 18:06:10 GMT

OK, I reread your instructions and tried one more thing and it worked. Here is what I ended up with:

Start Conditional Statement – This looks at the “Manufacturer” field on my screen in order to retrieve a document unique to the manufacturer shown.

Retrieve Value From Table –

1. Where will the value be retrieved from?
1. From Table: DocumentLibrary
2. From Field: Document
2. Criteria: How will this record be located?
1. Where Field: Document
2. value is: Action Result (next line is blank)

If multiple results: Retrieve First

3. Result: How do you want to use the resulting value?
Place value in: Action Result = blank

Load Web Page

Target New Browser Window

Enter URL Type in (Next line has download link for document)

End Conditional Statement

Not sure if anything is extraneous, but it works.

Mario