MYOB Card List Report and Adding Sales Type

ncase

MYOB – Reports – Card – Card List [Detail]

 

For the above report is there any way to add a custom field which would include all open Sales Type: Order (open orders)?

 

this this can show how much a client is insured for, open Aged Balance and Work In Progress?

 

I can add a custom field to the report but i don't know how to link the specific requirement of Sales Type to the field???

Isaiah_C

Hi @ncase,

 

I understand you’re trying to use the Card List [Detail] report to show each client’s insured amount, open aged balance, Work in Progress, and the value of any open Sales Type: Order transactions.

A custom field in this report can only display information saved on the customer card. It can’t be linked to Sales Type or used to automatically calculate or pull values from sales, receivables, or job transactions. So there isn’t a way to set a custom field to return all open orders for each customer.

 

The best workaround would be to run the relevant reports separately and export them to Excel, then combine the results using the customer name or Card ID. For example, use a sales or order report for open Orders, an aged receivables report for open balances, and the relevant job/WIP report for work in progress. The insured amount could be stored as a customer custom field and added to the Card List [Detail] report, provided that field is available as a report column. You can customise the Card List [Detail] report through Insert/Modify > Show/Hide. Just keep in mind that some custom fields may not be available as report columns, and renamed custom fields may still appear under their default names. You can also refer to our Cards reports help article for more information. 

 

Regards,

Sai