Search results by user ID 6914

Wrong subtotal - positions counted multiple times

cdvin — Wed, 12 Aug 2015 17:42:56 GMT

Hi,

we have the problem that several of our invoices display a wrong subtotal in the (default Method) invoice screen. As an example:

- 3 positions in the invoice

- totaling $99.99

- Subtotal shows up as $259.97, basically triple-counting the first position

If I look at the subtotal field using a customized screen, the correct value shows up, $99.99.

In a custom screen, the subtotal also appears to have the same value. I think I had a different subtotal for one invoice, but I am still veryfying what the difference was.

Any idea what that is?

I figured out which invoices have that problem, so where the Subotal of the invoice is not the sum of the TlotalAmounts of the line items of those invoices. Can I make Method recalculate those somehow?

All this came up because the invoices wouldn't sync to Quickbooks. If I refetch them from QB, I get extra line items (those were not in Quickbooks), and the subtotal matches. After deleting those items, the inovice is exactly like it has always been in Quickbooks.

Re: Sync loop

cdvin — Thu, 06 Aug 2015 17:44:01 GMT

Thank you, it is indeed a customized screen: We added a custom field we use in Quickbooks. If we create a new PO in Method and add something with an "&" sign in that field, that will niceley sync into Quickbooks, but every change we do in Method will create a new item in Quickbooks. The other way around it works fine, but every duplicate in Quickbooks naturally also shows up in Method. This seems like a generic bug either in Method or Quickbooks, however, we can just avoid the "&" sign or use a field that is just present in Method instead.

Sync loop

cdvin — Wed, 05 Aug 2015 21:27:30 GMT

So we have a very interesting situation: We created a new Purchase Order in Method:CRM. That syncs to Quickbooks nicely. But then Quickbooks syncs it back to Method - as a new Purchase Order. That goes back to Quickbooks, and from Quickbooks again back to Method:CRM, creating one more. This goes on and on and on...

Anybody ever ran into such a problem? The only solution I see is deleting all the POs, the original and the copies..

Re: Not all data synced?

cdvin — Fri, 19 Jun 2015 20:45:02 GMT

Yeah! Found the transaction field in Quickbooks / Synchronize. Was on that tab several times, but just missed the right setting.

Still curious why some older transactions show up? Is that transactions that have changed in the last xx days?

Not all data synced?

cdvin — Fri, 19 Jun 2015 16:22:30 GMT

Hi everybody!

So I have played around a lot with Method:CRM now, and really like it. What I don't understand is that not all data is synced:

- I have all contacts in Method:CRM

- The items database seems to have synced, too

- However, I cannot see all transactions that are in Quickbooks. The current ones all seem to have synced, but not the older ones, with a few exceptions (no invoices from before 2015 except for a random one from 2012)

What am I missing here?

Thank you!

Edit: One thing that might be important: Quickbooks was linked to a different Method:CRM account before, maybe that can cause such problems?

Re: Customer Portal registration / login not working after setting up Quickbooks sync

cdvin — Tue, 09 Jun 2015 23:37:23 GMT

Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed.

CDvin

Customer Portal registration / login not working after setting up Quickbooks sync

cdvin — Tue, 09 Jun 2015 19:51:49 GMT

Hi,

We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to Quickbooks.

However, after that the registration (and login) is no more working. I get an email error (email cannot be send) when registering, but I do get an email with a username and password. Unfortnuately, that username / password combination does not work. The fields UsernamePortal and PasswordPortal of the test account seem not to be filled at all (as I tested with a custom form).

I can login if I change username and password to use the first name and last name fields, and everything looks like it is supposed to look. So it seems like only the login process is screwed up. Any ideas how to fix that? I am pretty close to abbonding that account and just setting up a new one to build everything from scratch.