Hi BiancaP,
Thank you for your post and welcome to the Community Forum.
As for your questions.
- Converting purchase to bill - Basically, you can change order to bill in the Purchase window or from the Purchase register window by going to Purchases Command Centre and click Purchase Register. The purchase window appears then click Order tab. Find the required order and select it. Click change to bill. The purchases window appears displaying the bill. If you want to retain the purchase order number when you change the purchase type, select the Retain Original PO number when changing a Purchase option. (setup>>Preference>>Purchase tab. You can check out this Help Article: Changing the purchase type.
- Supplier terms are not being recognized when creating order and convert it to bill - There are some instances that the system is picking up the incorrect information when the system is auto-matches the supplier based on ABN on the Card and not the Supplier Name. The workaround is to update the terms of the bill after the bill has been created from the document. Alternative workarounds are to cover the ABN number on the document before uploading to the In-tray or Removing the ABN number from the supplier card.
- Back orders - In this matter, can you please try to open your PO and select Change to Bill (enter date and invoice no.). Edit the bill quantity to whatever you received on the first invoice and put the balance of the order in the backorder field. Once you have recorded this, MYOB will now record another PO for the remaining items for you to record the second invoice against it.
I hope this helps. If you still have questions or concerns, please feel free to post again. We are happy to help.
If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.
Thanks,
Cel
