Forum Discussion

TotalPrecision's avatar
TotalPrecision
Experienced User
3 years ago

Importing Sales data using "Item" type layout

We have MYOB set up as our finance system and an ERP system for manufacturing control.

We would like to be able to export Customer, PO,  QTY, Item Number, Description and Price.

 

My questions are:

How do we import a part number and description that is not already in "Item List"? That is, new items?

The reason being is that our ERP system is the master for all product detail, MYOB is just for sending invoices. 

 

If you import the above information, will MYOB calculate the gross amount, % tax, net amount, journal entries etc?

  • Komal_S's avatar
    Komal_S
    MYOB Staff
    3 years ago

    Hi TotalPrecision 

    For importing new items, you can do it via Import/Export Assistant, but the quantity and current value will need to be updated via adjustment journals after the items have been imported. After that is done, item sales can be imported from the ERP system to MYOB AccountRight. With respect to your last question, can you please give further details on what the workflow would be like ?

     

    • TotalPrecision's avatar
      TotalPrecision
      Experienced User
      3 years ago

      Hi Komal,

      Thanks for you reply. 

      My want is to import sales that have new items, without having to import he new item seperately. 

      • Komal_S's avatar
        Komal_S
        MYOB Staff
        3 years ago

        Hi TotalPrecision 

         

        It won't be possible to import sales without the items in the software first. Therefore, it would be recommended to add the items either manually or via import first and then import the item sales. 

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