If you are using Method with QuickBooks desktop, you will find the Markup columns in the item lines of the Estimate screen.

If you wish to hide this column, there are a few actions you will also need to update to ignore these columns. Furthermore, you will also need to hide markup for the mobile view as well.

Note: A familiarity with customization is required when doing this customization. Basic customization practices will not be explained.


Remove Markup For Desktop Screen

1. Customize the New / Edit Estimate screen. If your screen has not be customized before, you will need to create a copy of it.

2. Find the editable grid called EstimateLineDataTable, which is within the section secLinesDetailEditable. Note there are two grids on the screen, so make sure you select the correct editable grid and go into its Grid Builder.

3. Within the Grid Builder, select ViewsView 1Visible Columns.

4. Within View 1, click the eye icons so that Markup and Markup % are greyed out.

5. Now that the columns are invisible, we can change the actions which reference these columns. Go back to the Columns view and select the Item column.

6. Click the Change (2) under Actions to bring up the actions for when the values in the Item column changes.

7. In the Action Set, scroll down and find the 22nd action: Assign Value to Action Result. Click the eye icon to Disable this action (this action sets resultPurchaseCost to resultSalesPrice).

8. Now disable all actions from 33 to 43. This starts with an if..then action ( if resultPurchaseCost >0 ) and ends with the if..then action ( if % = Yes ). Disabling an if action will disable the contents within it.

9. Finally, update the 32nd action Update Controls On Screen and set EstimateLineDataTable - Cost to the action result resultSalesPrice.

10. Click the Close button in the top right to close the action list.

11. Click the Close button in the top right to close the grid builder.

12. Save and Close the design screen.

You're done with the desktop view. Now to do the same for the mobile view.


Remove Markup for the Mobile View

Removing the markup for the mobile view is similar, however, the grid for the mobile view does not show a markup column, and the screen to add an item is different.

1. Manage the Estimates app, and customize the Add / Edit Item screen. When asked, create a copy of the screen.

2. Find the section secMarkup and change its Load State to Hidden. This will hide the markup for this screen.

3. Find the Item dropdown field within the secDetails section, and edit its Change event.

4. Scroll down and disable all actions from 34 to 44. This starts with an if..then action ( if resultPurchaseCost >0 ) and ends with the if..then action ( if isRatePercent = Yes ). Disabling an if action will disable the contents within it.

5. Finally, update the 33rd action Update Controls On Screen and set Rate to the action result resultSalesPrice.

10. Click the Close button in the top right to close the action list.

11. Save and Close the design screen.

You are done!

Note: If you have other users who will use these screens, you will need to set the versions of the screens you edited to live. Make sure to set the newest version as live for the New / Edit Estimate screen, and the Add / Edit Item screen.

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