Search results by user ID 6226

Re: Report Designer - calculated fields

StuartKatz — Wed, 10 Oct 2018 17:51:31 GMT

I have been trying to get scripts to work in the report designer and I keep getting weird results.

I followed your example above and created the following script where label28 is a new label I added to the group footer 2 and label33 is a label that is a summary in group footer 2 and is bound to InvQty in the table I am using for this report.

Private Sub OnBeforePrint(ByVal sender As Object, ByVal e As System.Drawing.Printing.PrintEventArgs)

ctype(sender,xrLabel).Text = Microsoft.VisualBasic.Format(label33.Text,"##0.00")

End Sub

What shows up on the report is ##0.00

Any idea waht I am doing wrong?

Setting up a Portal

StuartKatz — Sat, 28 Apr 2018 19:28:21 GMT

We have written a new screen to collect scheduling information as well as modifying the employee screen.

We want to allow employees to use a Portal to see both screenst online.

It works fine when we are logged into Method but when an employee tries to access the PORTAL they only see their own records.

We did not put any filter on the new table we created and the employee only filters by activeor inactive.

We have done some other work with Portals in the past, but we are missing something this time.

Any ideas?

Re: Creating a Sales Receipt from our website using API

StuartKatz — Mon, 29 Jan 2018 20:14:30 GMT

Peter,

I am not sure why we are having such difficulty expressing the problem.

We understand that the API send to Desktop V2 is broken.

You said:

Until the fix is available you will need to rely on Method's Changes-only Sync to send the data to QuickBooks on the changes-only schedule (typically runs every 15 minutes).

Our problem is that when we wait for the Sync to run as scheduled the Sales Receipts still do not come over until we run a little routine that sets the IsWaitingforSync to "YES" and then setting it right back to "NO".

In the PHP code the developer has the following:

'IsWaitingForSyncApproval' => 'false',

We need to get this fixed. We can we anticipate this to be corrected.

Stuart

Re: Creating a Sales Receipt from our website using API

StuartKatz — Thu, 14 Dec 2017 20:34:40 GMT

Peter,

Sorry for the delay in getting back to this. Other business has been higher on the list.

We are running Method Classic and QB Desktop.

Okay we understand the following:

At this time the MethodAPIActionSendToDesktopV2 does not work for syncing with the DeskTop QB. We understand that Method is working on correcting this issue. Assuming this is corrected then in the future will the following will be valid?
MethodAPIActionSendToDesktopV2 needs to be called in order for the Sales Receipt to be synced. Are we correct to assume that this must be called for each individual Sales Receipt we send over via an API using the SalesReceipt RecordID?
Can we also assume that if the QB DeskTop is offline then when it comes back online all the Sales Receipts that have been sent via an API with both the MethodAPIInsertV2 and the MethodAPIActionSendToDesktopV2 will be synced the next time the sync between Method and QB runs automatically.
Assuming the above is valid then we assume the MethodAPIActionSendToDesktopV2 must be setting a flag or putting the Sales Receipt into a queue of some type as well as kicking off a Sync. Are we correct in assuming that the code for the Save / Update Actions must be doing this same thing behind the scenes in Method.

Thanks

Stuart

Re: Creating a Sales Receipt from our website using API

StuartKatz — Mon, 04 Dec 2017 19:39:09 GMT

HI Peter,

I am not sure why you say the suggestion from support is a red herring. It works. If we send across the Sales Receipt and get it into Method using the API everything looks right in Method other than it does not come across to QB. It we create a Sales Receipt directly in Method it come across to QB very quickly. What support told us to do was to set the IsWaitingForSyncApproval to yes and then set it back to no. Once we do this the SalesReceipt comes across to QB within in a very short amount of time. Without doing this we can wait for a very long time and it does not seem to ever come across.

Not sure what you are saying about the MethodAPIActionSendToDesktopV2. Very disappointed to hear that it does not work with QB Desktop. Any idea when it will be fixed to work from the API.

If what you are saying is that the SendToDesktop forces the send to QB immediately versus the "Changes-only Sync" only does it periodically (typically 15 mins) then the problem we reported is a problem for some reason whcih we do not understand. We have waited many hours for the sync and unless we set the IsWaitingForSyncApproval flag as we noted it does not come across.to QB.

One think you noted is that the flag is a YesNo. That was one question we raised in terms of when setting that flag in the API should it be a string = "No" or is it a boolean value of 0?

Please feel free to call me if you want to discuss in any more detail.

808-214-0008

Creating a Sales Receipt from our website using API

StuartKatz — Wed, 29 Nov 2017 19:05:13 GMT

Aloha,

We have a website (NogginBuilders.com) that takes orders from a customer. We then use an API to sync information from the website into Mehtod. The Sales Receipts and their associated Sales Receipts Lines come over to Mehtod perfeclty. The only problem is the Sales Receipts do not automatically sync to QB. When we called support they told us to set the IsWaitingForSyncApproval to False. Support had us go into the SalesReceipt and manually set the IsWaitingForSyncApproval to Yes and then back to No and this allows the Sales Receipt to sync.

We do not write APi's so we have been working with a developer to handle that portion of our website. They work with off shore developers. Below is a thread of email that we had the last couple of days that we hope you will understand. Any help you can provide us to pass on to the developer would be greatly appreciated. This is the last piece of this project to be completed and is time sensative.

Stuart Katz

Noggin Builders

808-214-0008

Email thread that we hope will help clarify. Please note they indicate they have set it both as a string and boolean and neither made a difference.

From: Dmitry Nikolenko <dnikolenko@mooseworldwidedigital.com>
Sent: Wednesday, November 29, 2017 10:44 AM
Subject: Re: Need to understand
To: Justin Reed <justin@mooseworldwidedigital.com>

1) I can't set a type for the field in a request to the API

I can use only 2 parameters, thay are:

-- arrInsertFieldsArray – An array containing the names of fields you wish to insert. http://joxi.ru/ZrJJkjYT1zO3Nr

-- arrInsertValueArray – An array containing the values of the fields you wish to insert. http://joxi.ru/KAgeBJofgbZnjm

Method detects the type of a value automatically

And I already tried to send the value both as a string and as a boolean. We discussed this on a call.

At first it was as boolean, without the quotes http://joxi.ru/DmByZRLUNZONwr

Then I changed a value to string, with the quotes http://joxi.ru/KAxxJMoC4Xe4QA

Now the value sends as string

From: Justin Reed
Sent: Wednesday, November 29, 2017 4:34:51 PM
To: Dmitry Nikolenko
Subject: FW: Need to understand

Dmitry - can you confirm you are sending the value of the field as a type= Boolean "False"?

Justin Reed
COO, Lead Project Manager

www.mooseworldwidedigital.com
Skype: justinfreed
Cell: 773.610.4524

-----Original Message-----
From: Stuart [mailto:katz@kapalua-dream.com]
Sent: Tuesday, November 28, 2017 2:24 PM
To: Justin Reed <justin@mooseworldwidedigital.com>
Cc: Mrs. Torf Amy <amytorf@comcast.net>
Subject: Need to understand

Hi Justin

Sales Receipts still not automatically syncing to QB. We would like to understand where we stand on this. I sent you a previous email indicating that Method said the flag should be sent as Boolean

Re: trying to understand "Only Distinct Values" - need examples

StuartKatz — Thu, 18 Feb 2016 17:04:07 GMT

looping thru a table By distinct value. Don't think you can loop thru a grid by distinct value.

Re: trying to understand "Only Distinct Values" - need examples

StuartKatz — Thu, 18 Feb 2016 02:57:28 GMT

Adam,

Here is some additional information

I am trying to loop thru a file using the distinct value and then update the record it finds with a unique flag. That way I can use those flagged records to create a grid.

As I said the problem is that it does not seem to recognize any information other than the distinct value.

Here are some screen shots to show you what I mean.

Please let me know what is happening here. I you would like to call please feel free to reach out to me anytime after 1:00pm east coast time.

Stuart Katz

808-669-9149

Re: trying to understand "Only Distinct Values" - need examples

StuartKatz — Wed, 10 Feb 2016 22:14:52 GMT

Hi Adam.

Never heard back from you on this?

Stuart

Re: trying to use scripts in design report

StuartKatz — Wed, 10 Feb 2016 22:13:29 GMT

Inder,

I would love to talk with you about this on the phone. I don't think there is anyway to do what you are suggesting.

I have 4 tables. 1 - A Lesson Plan Table that has the descriptive information about the Lesson Plan. 2 - A Lesson Plan Activities file that has multiple records for each Lesson Plan that includes the Lesson Plan ID, a sequence number and an Activity ID. (There are multiple Activities in each Lesson Plan.) 3 - There is then an Actrivity Table that has descriptive information about the Activity. (Activities can be used in any Lesson Plan) 4 - Material Table that has description about a specific Material that is used in the Activity (There are Multiple Materials in each Activity)

The report we want would have a header for the Lesson Plan descriptive information. It would then have the first Activity (based on the sequence number) for the Lesson Plan with the descriptive information from the Activity File and then lastly it should show all the Material records for the Activity. Then it would show the second Activity with the Material for that Activity. This would continue thru all the Activites for the lesson plan.

If you would like me to show you what I mean give me a time when we can schedule a phone call.

Stuart Katz