Search results by user ID 7077

Multi-Tenancy Accounts - Reports

JGAnderson — Thu, 08 Dec 2016 17:13:01 GMT

I have a question for you regarding the multi-tenancy accounts …

We have a multi-tenancy account set up for our Method. Our USA office runs as the "parent" account and our European office as the "child" account. Under our Sales Order screen we've set up buttons that will print off our customer's Order Acknowledgment, Pick List and Packing Slip reports.

The issue I'm having is that for each report it's customized based off of whether it’s for our USA office or our European office (for example, the USA reports are in USD and have our USA location on the header… whereas our European office is in Euros and has our European location on the header). When I set a USA report to one of the buttons under the "parent" (USA) account's Sales Order screen… it then sets it to the "child" (European) account's Sales Order screen too and vice versa. It’s not able to allow me to have different reports for the two different accounts. Is there anyway around this?

The multi-tenancy account works perfectly for our needs... the only issue I'm having is the reporting.

Please let me know if you have any questions.

Thanks!

Adding a new item into a custom dropbox field that I've created?

JGAnderson — Fri, 28 Oct 2016 18:28:25 GMT

Hi there,

I had in the past created a custom dropdown field in my Estimate's screen to show all available machines at our company. We've recently launced a new machine and I'd like to add it to the dropdown list. Only issue is that I'm not able to edit this dropdown list. Any ideas on how to get around this so that I can add our new machine to the list of other machines we sell?

Thanks!

-Justin

Incorrect Unit Price on Quotes

JGAnderson — Thu, 27 Oct 2016 15:09:36 GMT

Hi there,

I've posted this question before, but really didn't get any response...

When I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can back to Method to look the quote up and it's still correct. So it appears to be working from QBs to Method, but not Method to QBs.

I've made sure it's not a syncing issue and have not seen any conflicts associated with this that I need to resolve.

PLEASE help! I've tried everything, but I can't figure out the issue.

Thanks!

-Justin

Re: Quote Reports are generating Cost Price, not Sale Price

JGAnderson — Tue, 13 Sep 2016 16:39:40 GMT

I mean... in the Report Designer, what is the appropriate field to change to in order to get the Sale Price? It's currently on dataSet1 - Estimate.EstimateLine.Estimate.Rate which "rate" appears to be the Cost Price. Thanks again!

Quote Reports are generating Cost Price, not Sale Price

JGAnderson — Tue, 13 Sep 2016 16:35:01 GMT

Hi there,

When I print out a quote from our Method Account, it provides us the Cost Price (before markup) under the Unit Price, rather than the Sale Price (after the markup has been done). How do I change this field in Report Designer?

Let me know if you need me to send you a picture of what my issue is.

Thanks!

-Justin

Incorrect Unit Price on Quotes

JGAnderson — Fri, 09 Sep 2016 20:05:17 GMT

Hi there,

This might just be a syncing issue, but when I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can go back to Method to look the quote up and it's still correct. So it appears to be working from QBs to Method, but not Method to QBs.

Does this make sense? I can provide an example if needed.

Thanks!

-Justin

Editing a Custom Field in Method?

JGAnderson — Tue, 28 Jun 2016 21:41:40 GMT

Hi there,

Is it possible to edit a stocked field in Method? I wanted to change the "BillAddressAddr2" field from 41 characters to more... is this even possible?

Thanks!

-Justin

Re: New Campaign Fields are not populating in Campaign List

JGAnderson — Thu, 09 Jun 2016 19:56:24 GMT

Thank you for getting back to me, Ben! Yes, these are custom fields.

New Campaign Fields are not populating in Campaign List

JGAnderson — Thu, 09 Jun 2016 18:00:41 GMT

Hi there,

When creating a New Campaign and saving it... I noticed when I look the Campaign up again in the Campaign list, certain fields are not populating. Any ideas on why? I've double checked to see if the actual field has been added to the Campaigns table and it appears it has, but both pages don't seem to be talking/linking to each other. Thanks!

Re: Customizing Drop Down List

JGAnderson — Thu, 05 May 2016 16:14:26 GMT

Ben, you're brilliant! Works like a charm! Thank you!!! -Justin