Search results by user ID 6642

Re: Report group by week

Method_Jeff — Thu, 18 Dec 2014 21:21:17 GMT

Hi Marcelo

Unfortunately, I haven't been able to find an easy way to group by week. In Report Designer there is no function for GetWeek or similar so dynamically grouping by week will be difficult. I know you can group a report using the GetMonth() function but that doesn't sound like it will be at a detailed enough level for what you require.

It might be possible to calculate a value for the week a work order belongs to using Calculated Fields in Report Designer but I don't know how you'd go about doing it.

It is possible in Method (with a fair amount of customization) to calculate a numeric value for the week a work order belongs to so you could possibly use something like that to assign a value to a custom field. Unfortunately, that won't be user friendly as it would have to be run manually before you run the report.

Jeff

Re: Auto Copy Billing Address to Shipping Address

Method_Jeff — Thu, 18 Dec 2014 19:15:29 GMT

For anyone else following this thread,

We discussed this on the phone while looking into another issue. The actions were working as expected on the New Customer screen the changes had been made to. Unfortunately, it looks as though the Estimates and Invoices screens are calling a different version of the New Customer screens. The options here are to take a fresh copy of the original screen (ensure replace links is selected) and make required changes, update the Go To Screen actions on the other screens, or add the new actions to those screens as well.

Jeff

Re: Auto Copy Billing Address to Shipping Address

Method_Jeff — Thu, 18 Dec 2014 13:47:53 GMT

Hi InstaDRY

That sounds like it would work. If you add that action on a Lose Focus event when you click somewhere else or tab away from the field it should copy the value across. Let me know how you get on.

Jeff

Re: Report group by week

Method_Jeff — Mon, 08 Dec 2014 20:55:14 GMT

Thanks for that, John.

Marcelo, would John's suggestion work for you? You could potentially do it in Report Designer as well but it is too complex to go through on the forums. Another option would be to reach out to one of our Consultants.

Jeff

Re: Report group by week

Method_Jeff — Fri, 05 Dec 2014 23:04:07 GMT

Hi Marcelo

I'll have a look into this for you and post back when I have more info.

Jeff

Re: Search on dropdown fields stopped working

Method_Jeff — Fri, 05 Dec 2014 19:55:26 GMT

Hi Mahlon

Thanks for raising this, I will create a ticket for it.

Jeff

Re: LinkToTxn Errors

Method_Jeff — Fri, 05 Dec 2014 18:51:30 GMT

[quote user="Blake C"]

Okay, here's another situation related to Invoice data sync conflicts from Method to QB.

Let's say I have a Sales Order with a single line item for Construction, Qty 1, Amount $10,000

I bill the customer for this order over two weeks. The first invoice syncs to QB and causes the Sales Order to be closed b/c I'm invoicing Qty 1, Amount $5,000. Any following invoices for the remaining amount attached to this Sales Order cause a data conflict b/c the Sales Order has been closed due to the total Qty invoiced.

That's BS. Why wouldn't the total $ amount invoiced dictate whether an order is closed or not?

[/quote]

Hi Blake

This is how Quickbooks handles it. It doesn't pay attention to the value of the invoice just if the full quantity has been invoiced.

For the first matter, can you please call our support line?

Jeff

Re: Field Services Module functionality?

Method_Jeff — Fri, 05 Dec 2014 16:47:39 GMT

Hi andrew

No, you aren't missing anything. Field Service functionality hasn't been developed yet. Unfortunately, at this stage I can't provide an ETA for when this might be in place.

Jeff

Re: time zone in audit trail

Method_Jeff — Fri, 05 Dec 2014 16:40:50 GMT

Hi Innovative

The Audit Trail screen in Method defaults to UTC time and can't be changed. If you go to Customize > Integration Tools > Import / Export and export the Audit Trail table from there it will show the times based on the timezone of the computer you do the export on.

I hope that helps.

Jeff

Re: Blocking "Payment Info" Tab from Sales department

Method_Jeff — Fri, 05 Dec 2014 14:44:34 GMT

Hi Joshua

I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the user's grouping based on the 'User - Record ID' session value. You would then want to use a conditional statement based on if the user is in that grouping. In terms of the actions available to restrict access you would probably be wanting to look at 'Show/Hide Section' or 'Enable/Disable Field/Object'.

Take a copy of the existing screen and have a go at setting it up. To see how the data sits in certain tables you can export the table to CSV via 'Integration Tools'.

If you get stuck on something let me know and I might be able to help you troubleshoot.

Jeff