Supplier payment terms report

Hi Darren,

Have you tried exporting suppliers to a text file and then opening the text file in Excel?

They're are other options like reporting / data extraction add-ons (including one we have developed) that can do this and so much more.  However, for one-off or occassional supplier data checks, exporting a text file might be sufficient.  Let us know if you would like more information.

Regards,

Clancy

Hi Clancy, I tried to run the report however could not see payment terms as an option?

Thanks

Darren

Hello NinnessD 

If you are having trouble running a report which contains the information you need .

You could export the information from your Supplier Cards; I suggest you export the values for the following fields:-

1. Co./Last Name
2. First Name
3. Terms - Payment is Due (consists of a single digit code between 0 and 5):-
   • 0 = C.O.D.
   • 1 = Prepaid
   • 2 = In a Given # of Days
   • 3 = On a Day of the Month
   • 4 = # of Days after EOM
   • 5 = Day of Month after EOM
4. - % Discount
5. - Discount Days
6. - Balance Due Days
7. Volume Discount %
   

This information exported should give you a rundown of the credit terms for your suppliers which is easy to view together. 

Thanks Clancy, however I cannot see an option to export as a text file. The only option for exporting was pdf or xps. I must be doing something wrong.

Thanks Chris, however I cannot see an option to export except pdf or xps. I must be doing something wrong.

Hi Darren ( NinnessD )

From MYOB's main menu at the top of the screen select File -> Import/Export Assistant.  Then choose Export Data, then choose "Cards".  Once there you can select the fields suggested by ChrisMYOB .

Clancy