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AccountRight

Sales: Custom field on Enter Sales window

Experienced Partner

41Posts

175Kudos

0Solutions

41 Posts
Experienced Partner
New Zealand

It would be great to have some custom fields on the sales entry screen.  This question comes up very regularly with clients who are importers/exporters and also with mechanics.  They often have extra information they want on the invoice (that they don't want included in the body) and are already using all the fields such as Salesperson, Ship Via & Comment etc.  Ideally some fields they can name themselves (so that they don't need to think what am I using the ship via for?)

 

"Custom field on sales screen"

Current Status: Open
Last Changed: January 2014

Thanks for your feedback on the options available when entering invoices. We're certainly happy to consider looking into adding this feature, any others who want to see this added please remember to vote to show your support. Just to be clear, do you want a custom field or just an additional notes area to add information about the Invoice?

12 Comments
Chow
4 Posts
Cover User

This would be fantastic!

MYOB Moderator Matthew_W
2,173 Posts
MYOB Moderator
Thanks for your feedback on the options available when entering invoices. We're certainly happy to consider looking into adding this feature, any others who want to see this added please remember to vote to show your support. Just to be clear, do you want a custom field or just an additional notes area to add information about the Invoice?
Experienced Partner Joanna
41 Posts
Experienced Partner

I'm not quite sure about the difference, but ideally (at least one, preferably more) field that can be give a custom name (so that all staff entering the invoice know what needs to go in there).  Then there would be a corresponding field where they would type the information applicable to that invoice.  I hope that is clearer?

Experienced Partner Joanna
41 Posts
Experienced Partner

Oh, and I meant to mention it should be able to go onto the printed invoice in any place they need i.e. like they can currently move the promised date etc.

Contributing Cover User Plasticman
9 Posts
Contributing Cover User

As most fields in the Sales Invoicing Screen seem to use standard data base text, it is difficult to record information relevant to our specialised business.  To enable businesses such as our to adapt the invoice information to our individual needs, it would be good to have some flexibility with the set database fields.  We dont use saleman or referral fields and the Journal Memo seems a bit useless to us.... these fields could be better used by us for other things.

 

It would be great to have some recording capacity for despatch information and Freight details as there are often multiple steps required between creation of an order and prior to invoicing.  Being able to record the various dates of each stage would be very advantageous in servicing the needs of our customers.

 

It would also be great to have a field where we can free type instruction or messaging eg:  Information that our customer requires us to include on an invoice but which we donot wish to record on as a database option.

 

I also cannot understand why we cant change the status of an invoice back to an order or quote, in the case where a customer delays payment or delays despatch date.  This would avoid having to reenter the job and also mean that we didnt have to pay our GST and PAYG liability prematurely.

 

When entering standard items from our database, why is it necessary for the cursor to go to the description field after selecting the item code.  It seems more logical for the cursor to move straight to the beginning of the next line item quantity below rather than asking you to confirm the description.  If any changes are required to item description or pricing, this can be done manually later, rather than hold up the data entry process.

 

Any of these suggestions would be great enhancements to the Accountright Live Plus software 13.5 that we are currently using.

 

Cheers

 

 

Ultimate Partner David_Cree
1,023 Posts
Ultimate Partner

Hello John,

In your post you say -

"I also cannot understand why we cant change the status of an invoice back to an order or quote, in the case where a customer delays payment or delays dispatch date."

 

The easiest way to achieve this is to save the invoice as a Recurring, then go to New Sale and then Use Recurring to bring up the saved invoice. Change the type then to Order and delete the original invoice. You can use the original invoice # on the order if you wish.

Capture.JPG

 I hope that helps.

 

Cheers

David

TheRodBaron
6 Posts
User

A couple of custom fields at line item level, perhaps witha drop down box to select from a list of, say, colours or sizes would be useful. It wouldn't affect pricing but if it could be reported on I could see all items sold in a date range by colour or size. Same with purchasing.. I could then perhaps see a report of how many red shoes purchased compared to sold in a given period and all without having to have separate item codes for each size and colour (in our case this would mean having over 1 million codes which is unmanageable)

 

lost_in_ar
2 Posts
Cover User

HI!

Some of our larger customers are requesting, in addition to purchase order numbers being displaced on the invoices they receive from us, that they want to see their cost centre numbers as well.

 

Can MYOB in the next release add a field for cost centres to the enter sales window?

 

Ta

Gjhoey
1 Post
User

I agree but I would like at least 30 custom fields on invoice. I'm in pest control and have to record products used, active constituents, quantity, concentration, batch no. Wind strength and direction. etc. for every job. Thanks. Graeme

NTIAP
1 Post
Cover User

Would be of great help if we could create new columns within item type invoices.

This would enable more 'personalised' invoices to each company and perhaps industry.

 

I require a column for Batch No: and Expiry Date for each product this is not currently possible.

Left with having to type within description field each time.