Forum Discussion

dg4's avatar
dg4
User
10 months ago

exporting data

I'm trying to export sales - sales type item sales - status orders.  My report has exported invoices as well!
Celia_B's avatar
Celia_B
MYOB Moderator
10 months ago

Hi dg4,

 

Thank you for your post and welcome to the community forum.   

  

Thank you for expressing your concern. In this regard, when exporting data, you can choose export options for some of the things you can export. You will choose this option for the Import and Export Assistant. The selection varies depending upon the type of information you are exporting. You can check out this Help Article: Exporting data for more information. 

 

If you need further assistance with this, please feel free to post again. We are happy to assist. 

 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 

  

Thanks, 

Cel

 

  • dg4's avatar
    dg4
    User
    10 months ago

    I know how to export data and to filter the data.  The data has been duplicated in MYOB! One record shows the entry as an order and the other entry shows the record as an invoice!  Exported file is attached.

    • gavin12345's avatar
      gavin12345
      Ultimate User
      10 months ago

      Hi dg4 

       

      This is a known issue in MYOB. If you use orders, when you convert to an invoice, MYOB hides the Order but leaves it in the file. When exporting, there is a bug an orders are also included even when not selected. You need to sort the export and remove the orders (or get MYOB to fix the bug ;). FYI this does not affect your file accuracy. 

       

      If your file gets too big due to the number of converted orders, there is a myob specialist who can remove the Orders out of the system, saving space and improving performance.

       

      Regards

      Gavin

      • dg4's avatar
        dg4
        User
        10 months ago

        Hi Gavin

         

        Thanks for the reply.  Funny how after being on hold for 1.5hrs with MYOB they couldnt understand my query, then hung up on me.  Who is this MYOB specialist who can fix this problem?

    • Celia_B's avatar
      Celia_B
      MYOB Moderator
      10 months ago

      Hi dg4,

       

      We thank you for your patience with this matter and apologize for any inconvenience this has caused. This is a known problem on MYOB. As gavin12345 stated. Orders that have already been converted to sales are included in the exported information when using the Import/Export Assistant to export the item order. Since converted orders should not be exported, they are no longer present in the file. 

       

      If you have questions or if you need assistance with this, please feel free to create a new post. We are happy to assist you. 

       

      If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

       

      Thanks, 

      Cel