Method Community

Alex, Yes, I agree, I think this info would be helpful.  I would certainly have liked to have it.  But, now I know. If you'd like, you can private message me and I can send you some excel spreadsheets where I dumped IIF files with my QB data and did some attempt at mapping some fields etc.  It might even just help to see some ...

Sbonner, Regarding pricing.  How many different prices would you need per Item? I went down a similiar road.  % based price levels did not work for me.  I needed about 10 different prices based on Quantity and our traditional algorythm for this could not be duplicated using the QB price level data structures.  So, I just ...

Sbonner, Most businesses using accrual based accounting, as opposed to cash based accounting, recognize revenue at the time a product is shipped or Invoiced.  There are some other complicated princicples of recognizing revenue, but in general a Sales Order is not a General Ledger posting transaction.  You'd want to check with your ...

That's good news.  Yeah, I've given up on that Chrome viewer before, and just used Firefox for awhile.  Sometimes eventually these things will fix themselves as updates come out.  There are settings down deep in Chrome for the adobe viewer, but I get tired of spending hours digging deep into a problem that will move as soon ...

I'm really curious to see what we find here to these questions.  I think one of the already built in procedures created by Method for their standard set of CRM screens is the ability to create an Invoice from an Order.  The programming for this basically creates an empty Invoice and then copies all the information from the Order into ...

But, I think you said you could save the file, it was just missing some information?  Which could point to the Method report generator?  I really haven't done a good job of digesting all the behaviour you reported and I"m shooting from the hip trying to recollect problems I've had before.

John, I have never seen a "race" condition error in an action sequence.  I think they always complete each action before proceeding to the next.  I was always expecting to find one, but never did. I had this problem saving pdf files from Chrome to the desktop before. It's like a could save the file one time, then I would ...

Alex, These are all very good questions, and it is very hard information to find in a good concise format.  Just in case it helps you I'd like to offer my best understanding of the synching. 1.  ALL fields in QB whether default or QB Custom fields are synch'd with Method.  Method essentially creates an identical copy of ...

Alex, These are all very good questions, and it is very hard information to find in a good concise format.  Just in case it helps you I'd like to offer my best understanding of the synching. 1.  ALL fields in QB whether default or QB Custom fields are synch'd with Method.  Method essentially creates an identical copy of ...

John, This may be totally bogus, but for all my report generation sequences in Method the first Action that I have in the sequence is a Save.  I also save again at the end since I update Invoices with the print date when the print Invoice button is pressed.  The report generation all happens on the Method server, I believe, but I just ...