Method Community

Great, thanks for looking into this for me. Best, Birch

Hi Michael - The screen is the 'Batching' tab link under the 'Customer Center' tab. The default view filter is 'Today's Invoices' which shows the daily activity, so I would change the view filter to 'Default' and select to show the TxnDate column so you can view a day with a large number of line detail rows ...

Hi All - I have a screen that exports the daily invoice line detail from a grid that is triggered by clicking on a button that only exports only selected rows in the grid. The workaround to not having a ‘select all’ checkbox that applies to multiple pages of checkboxes on a grid is to specify the maximum 200 rows displayed by ...

Michael - Apparently my daily full-sync that is scheduled for 7pm did not happen on Sunday night, 8/29. Yesterday I did a manual full-sync and the YTD sales field populated this morning! I'm not sure exactly how that would cause the problem, but it is fixed. Thanks for your help! Birch

Yes, I just checked and all of our invoices are in Method (dating back to 2/22/10). If the code works, then could there be an action on the screen that is altering the data in the YTD sales field? Thanks for your help, Birch

Hi Michael - Transaction history is set to 31 days and invoices are set to 'all days'. These settings haven't been changed since we started exporting our customer data from this grid over a year ago, which is why it's so difficult to figure out why this field isn't calculating as it should. Thanks, Birch

In 2010, I had a custom screen built out that exports our customer data. One of the fields is ‘YTD Sales’ that has the following SQL override code to pull each customer’s YTD sales: SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = viewaccEntity.FullName AND ...

I added a linked field 'ItemType' to the 'InvoiceLine' table. Then, I tried to add the following 'on screen load' actions to the advanced screen properties and I received an error message that 'An error has occured in the Update Field In Table action. Please verify all data being entered is ...

Hi Michael - Sorry for the delayed response. After watching the webinar, I have been trying to think through the potential problems of using the SQL override that you suggested above. In the event that the field 'ImportSKU' is blank for an item that is not the subtotal line (ie. if someone accidentally leaves the importSKU field blank on ...

Hi Michael - No, I did not have to link it. The custom field was already listed as a field in the 'InvoiceLine' table (I do not have the option to delete it either). So, the data is automatically populated next to the quantity and amount for each item on the invoices. Thanks, Birch