Forum Discussion

Admin_Jen's avatar
Admin_Jen
2 years ago

Importing from excel to create a purchase order

Hi Does anyone know if you can import from excel to create a purchase order?    
Genreve_S's avatar
Genreve_S
MYOB Moderator

Hi Admin_Jen, 

 

Thanks for posting and welcome to the Community Forum. 

 

I understand how importing is one of the key features of an application. If you are using AccountRight, this is possible, but you will need to save the Excel file with the .TXT extension. I would suggest reading through this article, Using an import template. This would give you more information regarding importing files in AccountRight. 

 

If you are using MYOB Business, this is not possible, as there are no options to import transactions into the file. 

 

Let us know if you require any further assistance with this.

 

Thanks,

Genreve

Admin_Jen's avatar
Admin_Jen
2 years ago

Hi 

 

I created a test purchase order (we are using MYOB ACCOUNTRIGHT) and exported it to excel.  I then amended that file to test importing it back into MYOB but it created a bill and not a purchase order. I selected the file type as purchase and the purchase type as item purchases (there is no option to select order that I can see) 

Could you let me know what I am doing wrong?

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    2 years ago

    Hi Admin_Jen,

     

    Thanks for the response and the attached file you've sent. 

     

    In my understanding, the import file does not work properly since it lacks import fields. Generally, if you are unsure of the fields required for the import file, it's best to include all the fields instead. I would suggest reading these articles, Import and export fields, and Using an import template. This provides a comprehensive explanation regarding how importing works and using templates.

     

    Let us know if you require any further assistance. We're happy to help.

     

    Thanks,

    Genreve

     

     

    • Admin_Jen's avatar
      Admin_Jen
      2 years ago

      Hi

       

      Thanks for your response.    Can you tell me what file type i should be importing, if I want to create a purchase order?  Is it Purchases and item purchases?

      • gavin12345's avatar
        gavin12345
        Ultimate User
        2 years ago

        Hi Admin_Jen 

         

        Yes for an Item Purchase Order use Purchases then Item Purchases. Check the links provided by Genreve_S  to a document called Import and Export Fields - these show how to specify as an Order rather than as a Bill.

         

        Regards

        Gavin

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