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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?    
Admin_Jen's avatar
Admin_Jen

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

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        2 years ago

        Hi Admin_Jen, 

         

        Thanks for your response. 

         

        We appreciate your effort in posting your response. If you are still having difficulties after reading through the articles, feel free to post again in this thread. 

         

        Also, feel free to post again if you have any other concerns or questions. 

         

        Thanks,
        Genreve

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