DazzaB's avatar
DazzaB
Experienced Cover User
10 years ago
Status:
Open

Sales/Purchases: Jobs - Adding job numbers onto transactions in bulk

We often have invoices that can be up to 2-10 pages long and have many hundreds of parts on them 

Each invoice is usually one job for our customers and it takes a long time to individually input the job number for every part 

I would imagine that most businesses using a job number system would do a seperate invoice for each job for a customer ( that is what we do) and what is needed is a spot to put the job number for the entire invoice so that it automatically inserts it each time a part is added.

The other option is a fill down function similar to excell where you can highlight the lines you want to insert the job number into and then it asks you for the job number

The best solution would be have both options available but just one would be a big benefit 

The highlight and fill would be good for where people have two or more job numbers on one invoice whereas the auto finput would be more suited to a single job per invoice

Hence both would cover everyone 

Again something to make life easier for the Myob user 

Darryl 

 

 "Making it easy to put a job number on a Large Invoice"

Jobs
Purchases
Sales
  • BettaBuyBakers's avatar
    BettaBuyBakers
    Contributing Cover User
    9 years ago

    Second attempt at raising this issue!!

     

    Is there any way that a preference can be added for the option to allocate a whole bill or invoice to a single job.

     

    At present job numbers need to be allocated on a line by line basis, and when you are entering 700+ invoices across 5000 items per month with every bill or invoice being relevant to a single job, it is very open to human entry error and takes alot of time in the reconcilliation process at EOM.

     

    Another option would be a preference to hold job numbers so if you enter it on the top line, it will stay unless changed.

     

    Regards

    Sandra 

    • CloudMindAcc's avatar
      CloudMindAcc
      Ultimate Partner
      9 years ago

      Hi  BettaBuyBakers

       

      Have you tried using the categories?  This might be better suited for the invoices that have one single job.  However the opposite will happen where you can only have one category per invoice and can't have various categories.  

       

      Maybe time to use a add-on to help with your job management requirements?

       

      http://myob.com.au/addons/category/14/job-management/

  • scfsh's avatar
    scfsh
    Experienced Cover User
    9 years ago

    In order to allocate more than one job code to a transaction you need to separate it by adding another line. It would be so much more effective if we could allocate a portion to job codes like we can in the payroll section.

    • RRB's avatar
      RRB
      Experienced Cover User
      9 years ago

      Every transaction I enter in MYOB is allocated a Job No so I can track each invoice/purchase order/cheque payment/receipt etc against a particular Job and produce a P&L Statement for that Job. 

       

      However, there are some instances where it would be useful to be able to allocate a line entry (say in an invoice) to more than one Job No so I can produce a transaction report for each individual Job No so that both reports will show the same entry.  I don't mean having Sub-Jobs under a Job Header either as we already use those.

       

      Perhaps when selecting the Job No. in each data line entry (say in an invoice) a Job No. dropdown list appeared and we could select multiple Job Nos for that particular line entry.

       

      It's not an essential feature, but would be handy if it were possible.

  • BettaBuyBakers's avatar
    BettaBuyBakers
    Contributing Cover User
    10 years ago

    It would be great if I could apply a WHOLE purchase to a job number instead of having to add it on every line item purchased, or even if once entered on the firsst line automated through the rest if not overridden (like the date does).

    Thanks

  • Davis's avatar
    Davis
    Experienced Cover User
    10 years ago

    I agree, maybe an apply to all when you right click on the job column.

  • KattC's avatar
    KattC
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Thank you for the great suggestion DazzaB Ibelieve a lot of our clients like your selves will benefit from this option a great deal. I encourage all users that would like to see this feature in a future upgrade to comment and vote.

     

  • Ktw's avatar
    Ktw
    Cover User
    10 years ago

    Totally agree, it would be really helpful to have this option in purchases also 

  • BettaBuyBakers's avatar
    BettaBuyBakers
    Contributing Cover User
    10 years ago

    Even if the job number was held (like the date is) unless changed would be fantastic!

     

    I have requested this previously, fingers crossed!!!!!

  • DazzaB's avatar
    DazzaB
    Experienced Cover User
    10 years ago

     

    The only problem with making it hold information is ( like the date does ) is that not everyone wants it to hold the info. the date should default to what you as the user wants

    ie

    the current date 

    the date of the last invoice recorded

    the date last selected when it was manually changed

    Or and im sure there are other options too

     

     

     

    The best and really only option is to give the user several options ( personal not system wide) as to what the functionality does

     

  • BettaBuyBakers's avatar
    BettaBuyBakers
    Contributing Cover User
    10 years ago

    I agree,

     

    what i meant was after you entered the first line item in, it holds until it is changed.  Each invoice and purchase would start off blank.

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi BettaBuyBakers

     

    Thank you for your additional thoughts and feedback in regards to this idea. I have shared it with the team.