Search results by user ID 6919

Re: Working with QuickBooks Groups

Seth Thompson — Thu, 08 Sep 2016 17:02:45 GMT

I found a solution buried on another thread. It had to do with Method Report Designer. The solution is copied below...

With regards to hiding the group items on a report, you'll need to modify the Estimate report. You can use the existing Estimate report and edit the DetailReport section. Add a Filter String, so that EstimateLineGroupRecordID is less than 1. This means that it would return 0 record for the items in a group on the report.

In your case since you are not checking 'Print items in group' then you don't have to worry about a second condition. For other users, who may be using a combination of showing items in a group and for some groups you do not show their items, you would want to add another filter where IsPrintItemsInGroup equals true.

Hope this helps.

Working with QuickBooks Groups

Seth Thompson — Wed, 07 Sep 2016 21:19:53 GMT

We use QuickBooks and Method CRM together and we are creating groups of items from various vendors that we sell as one packaged item. We don't want our customer to see all the individual items, just the one package we sell, with a price and description. I know when setting up the group there is the option to "print items in group" but we always leave that unchecked, but all the individual items still show up on our Sales Order...is there a way to avoid having all these items show up on the customer quotation and sales order? Thanks for any help with this!

Re: Sales Order Number/Purchase Order Character Limit

Seth Thompson — Wed, 16 Sep 2015 19:03:12 GMT

Thanks for your response! I suppose I would have driven myself crazy trying to solve it in Method I'll see what I can do in QuickBooks. Thanks again!

Sales Order Number/Purchase Order Character Limit

Seth Thompson — Wed, 16 Sep 2015 17:47:05 GMT

For some reason when we create a Sales Order/Acknowledgement we are limted to 11 characters for the Sales Order Number. I've tried editing Screens and Tables/Fields and I can't seem to figure out where it is set to 11 Characters. Thanks for any help!

Excluding Items From a Conditional Statement

Seth Thompson — Thu, 25 Jun 2015 19:42:22 GMT

I recently set up a way to apply a set discount level to items from our price list, on our purchase order screen using Actions, and Basic Math Calculations with Conditional Statements. The discount applied is based on “Price Levels” of our customers (10% or 15 % off list price, etc.) However, we have about 25 items that we only discount 10%. Is there a way to restrict the 15% Basic Math Calculation from not being applied to those particular items?