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Summary Tab not updating

Last post 08-13-2011 9:44 AM by Matt. 6 replies.
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  • 01-15-2011 11:20 AM

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 533

    Summary Tab not updating

    Here are the steps I followed:

    1. Created a new budget/contract.

    2. Added a line item with the charge type set to hourly (also entered a billing rate which filled in the rate)

    3. Went to the Time Tracking tab, clicked Enter Time to create a new entry.

    4. Created a time entry for the item I added in step 2 and set it to billable (also added a duration).

    5. Clicked approve & close

    On the Time Tracking tab, it is correctly multiplying the rate times the duration, but when I goto the Summary tab and click refresh the hours do not show up. I also cannot create an invoice because the amount is still showing as $0.00 on the details tab.

    What did I do wrong?


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 01-18-2011 11:25 AM In reply to

    Re: Summary Tab not updating

    Hi Matt,

    I followed your steps exactly but the only difference is I will add a couple steps after yours picking up from where you left off.

    6. Go back to the Budget/Contract >>>Details and click ‘select’ to refresh (recalculate) the lines.

    7. The Summary section should be refreshed (also happens on select) but you can manually click refresh there too.

    I’m thinking I should have a ‘Refresh’ button on the Details area rather than having to re-select the record each time. Thanks for the feedback!

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 01-18-2011 11:48 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 533

    Re: Summary Tab not updating

    Val,

    Clicking the select is what I was missing.

    Can I also suggest that the line items get recalculated when the Add / Edit Budget Details pop-up is closed. It seems as though it does some of the time, but not always.

    I used the same budget I outline in my first post:

    1. Clicked the details button on the line item

    2. Changed the charge type to Fixed and clicked save and close. The amount correctly displayed in the line item grid.

    3. I Clicked the details button on the same line item

    4. Changed the charge type back to Hourly and clicked save and close. The amount showed as $0.00 in the line item grid.

    Once I clicked select again it recalculated and everything was fine, I think it might create less confusion if it re-calculated when the pop-up was closed.

    Thanks for your help. 


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 01-18-2011 11:54 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 533

    Re: Summary Tab not updating

    Hi Val,

    One more thing I just noticed is that it is not calculating correctly when you first select the budget/contract.

    I had the budget/contract that I used in my example selected and the amount showing correctly. 

    I then selected a different budget/contract.

    I then went back and selected the example budget/contract and the amount was showing $0.00 again.

    Clicking select a second time would update it, but it would be nice if it showed correctly when the budget/contract is first selected.


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


  • 01-19-2011 9:23 AM In reply to

    Re: Summary Tab not updating

    Matt – thanks for all the valuable feedback. I’ll look into this and post back.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 08-09-2011 6:08 PM In reply to

    Re: Summary Tab not updating

    Answer

    Matt – I forgot to let you know that this was updated last week. See the Release Notes

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
  • 08-13-2011 9:44 AM In reply to

    • Matt
    • Top 10 Contributor
    • Joined on 11-03-2008
    • Posts 533

    Re: Summary Tab not updating

    Answer

    Thanks Val. I love that you guys added a release notes blog!


    Matt Raiser

    Founder,



    www.techinthefield.com

    matt@techinthefield.com

    219-221-9500



    ~ Method user / partner since 2008

    ~ Over 15 years field service experience

    ~ 2013 Method Partner of the Year

    ~ Degree in Computer Science





    Creator of:


        


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