New user to Account Right - during migration historical customer/items/sales data was imported with a status of "O" = backorder. I would like to change the status of these to Invoiced. Is there a easy way of doing this in bulk?
Hi @ArifAli
Afraid @Isaiah_C is right - I was thinking of a way via an API link but the API doesn't allow direct patch editing of Sales, Purchases, Inventory - meaning you have to delete the Order and Post the Sales Invoice individually as I have a client for which I do that very thing - as a Sales Order is completed it has to be converted to a Sales Invoice - and you cannot batch or patch - you have to Post the invoice - totally formatted perfectly then Delete the SO - which cannot be done if any money deposited.
You are going to have to do it the hard way - one at a time; there are other suggestions which spring to mind - but not are shortcuts to just one at a time.
The Doc
Hi @ArifAli,
Thanks for checking this with us. If those historical sales came across during migration with a status of O (backorder/order), there isn’t a simple bulk option in AccountRight to just switch all of them to Invoiced. The usual workaround would be to use an import/export template, but because this involves historical sales data, I’d strongly recommend taking a backup first and working through it carefully before making any bulk changes.
Regards,
Sai
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy
