Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

AccountRight

Sales/Purchases: Invoice number sequencing for backorders

MHS
Experienced Cover User

25Posts

401Kudos

0Solutions

20 Posts
Experienced Cover User

A suggestion to make life easier when numbering Backorders .....

 

We have customers that wont accept duplicated invoice numbers but as we like to keep track of all the items relating to one order we have chosen to keep the orginal invoice number for backorders in order to easily identify a backorder we manually add an extension of -1  (ie 011548-1) or -2 (ie 011548-2) for subsequent backorders but it would be great if the option in preferences to add a predetermined prefix or to extension to the original invoice number. 

 

Thanks

 

'Invoice Numbering for Backorders"

Current Status: Open
Last Changed: September 2013

Thank you for the idea. If others would like this idea to be implemented please vote and add any relevant comments.

8 Comments
Community Manager Suja_P
2,000 Posts
Community Manager
Thank you for the idea. If others would like this idea to be implemented please vote and add any relevant comments.
EXSKerry
6 Posts
User

I would also utilise this function if available 

Experienced Cover User JayA
10 Posts
Experienced Cover User

Vote for this 100 million times over - This also applies to sales orders.

I was about to post this just before I found this:

 

When creating a sales order, if you part invoice some of the stock then the back ordered items either go on back order using the
- Same invoice number
OR
- Starts a new invoice number
You also cannot print out a list of everything that was originally on the order to show all invoiced and back ordered items.


What it SHOULD be doing is adding an A, B, C, etc to the end of the original invoice number so we know that all those separate invoices relate to the one invoice.


The problem with leaving it the same INV number means that the customer will get multiple invoices from us with the SAME invoice number but different prices – do you know how confusing this is?

RoyH
6 Posts
Cover User

Hi,

 

For the life of me I do not understand why AccountRight is set up to duplicate the original invoice number for back orders. In a perfect world, once you click the tab to turn the back order into an invoice the next unique invoice number would also be allocated. If that's not possible, please allow the warnings set for duplicated invoice numbers to show up! And before you ask yes I do have the settings for these warnings set up correctly...

 

Frustrated much!

 

Roy

Ultimate Partner David_Cree
457 Posts
Ultimate Partner

Hello Roy @RoyH

If you go to Setup / Preferences / Sales tab you will see that there is an option available to retain the Original Invoice Number on Backorders. If tou take off the tick you will have what you are after - a new nunber.

Capture.JPG

Cheers

David

 

RoyH
6 Posts
Cover User

Hi David,

 

I appreciate your feedback but  I have this box unticked, hence why I am frustrated.

 

Roy

Ultimate Partner David_Cree
457 Posts
Ultimate Partner

Hello Roy, @RoyH

I have testedin the Clearwater sample file and it works ok for me. Could you also try in Clearwater with the option tick off?

I entered a new sale for quantity of 2 for an item with only one item in stock. The invoice # allocated was 14. When I recorded it I got the screen to say there was not enough in stock & I chose to Backorder. An invoice #14 was created and a new order #15 was created for the back order.

Capture.JPG

It should work for you. What version of MYOB are you using?

Cheers

David

RoyH
6 Posts
Cover User

Hi David,

 

I have just upgraded to the new 2017.1 version.

 

Let me see if it works and I will get back to you.

 

Roy