http://forums.method.me/cs/search/SearchResults.aspx?o=DateDescending&u=6201Search results by user ID 6201en-USCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/p/5260/19991.aspx#19991Tue, 26 Nov 2013 22:28:25 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:19991Jasonb<p><span id="mce_0_start" style="overflow:hidden;">i guess i could have the tracking info added as a note to an invoice by the shipping person</span></p>http://forums.method.me/cs/forums/p/5260/19990.aspx#19990Tue, 26 Nov 2013 22:22:29 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:19990Jasonb<p>In a perfect world what I would like to happen is this:</p> <p></p> <p>1. Sales Rep creates Sales order</p> <p>2. Method Notifies Accountant (Creates activity to convert sales order to invoice)</p> <p>3. Shipping is notified of a paid invoice. ( Creates activity for shipping to box bike and input shipping / tracking info into database which is linked to the invoice. )</p> <p>4. Tracking info is available in customer portal.</p> <p></p> <p>As of right now I&#39;m not sure any of this automation is possible. Right now what i see possible is that a Sales rep can create a sales order then an accountant will have to periodically check the sales orders in method or quickbooks for new sales orders to convert to invoices. Once payment is processed Shipping needs to be notified manually with an email sent by an accountant or brought a stack of paid invoices to process.</p> <p></p> <p>Are my dreams of total automation within Method possible?</p>