I have a new user that can't create invoices using the item name has to use the item code. I know there is a preference that needs to activated to do this but can't find it
Does anyone know what has to be ticked. - don't wont to spend a few hours on the phone
Hi
In setup (in top ribbon)
from the drop down list select prefeernces
in the window tab of preferences tick I use item name ( 5th down)
hope that helps
Lisa
Hi
In setup (in top ribbon)
from the drop down list select prefeernces
in the window tab of preferences tick I use item name ( 5th down)
hope that helps
Lisa
Thanks I knew it was something simple, but it became difficult
Hi Team,
I am also have the same issue but I can't find the box for item name. I need the Name (eg, JP-30) on the invoice rather than the 'INV #' which has populated from the the conversion.
Cheers
Mel
Lets hope that this is system error! otherwise it will be a long job updating all item numbers and descriptions.
Hi Community, I am new to MYOB and am setting up our invoice template (Item). On migration from our previous software, MYOB has converted all of our inventory items ti an Item Number of INV1, INV11 etc and this is the Item reference that appears on the invoice. We need this to be the Name of the item. Any help with this would be appreciated.
Hi MT6
The Item name will appear on invoices in the Description column. You can add and remove columns from invoices by going to Setup>>Customise Forms>>locate the form and click on Customise. Right-click on the form table and select Show/Hide columns. If you don't want the Item No to appear on invoices you can hide that column.
You can also enter a preferred invoice description in Items List>>open the item>>Item details tab>>enter the description and tick Use Item Description on Sales and Purchases.
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
HI Tracey,
Thank you for your reply. Yes I have managed to work through all that you have suggested.
The issue I seem to be having is that I need both the Item Name and Item Description on the Invoice. I can remove the Item No. column but I really need this colulm for the Item Name but there doesn not appear to be a custom field for this.
Kind regards
Melissa
Hi MT6
My apologies for the delay in getting back to you. The Description column on invoices comes from the Name field in the Item information window:
If you enter a preferred invoice description in Items List>>open the item>>Item details tab>>enter the description and tick Use Item Description on Sales and Purchases, this will appear in the Item Description column:
Please let me know if you need further help.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
