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NinnessD's avatar
NinnessD
User
2 years ago

Supplier payment terms report

Hi, how can I run a report including exporting to excel on supplier payment terms. Want to check which supplier have terms and which do not etc. Have tried multiple options but cannot get the information I require. Also trying to run report on which supplier do not have EFT bank details entered in their card.

 

Thanks

 

Darren

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  • Digiwise's avatar
    Digiwise
    Experienced Partner
    2 years ago

    Hi Darren,

     

    Have you tried exporting suppliers to a text file and then opening the text file in Excel?

     

    They're are other options like reporting / data extraction add-ons (including one we have developed) that can do this and so much more.  However, for one-off or occassional supplier data checks, exporting a text file might be sufficient.  Let us know if you would like more information.

     

    Regards,

    Clancy

     

    • NinnessD's avatar
      NinnessD
      User
      2 years ago

      Thanks Clancy, however I cannot see an option to export as a text file. The only option for exporting was pdf or xps. I must be doing something wrong.

      • Digiwise's avatar
        Digiwise
        Experienced Partner
        2 years ago

        Hi Darren ( NinnessD )

         

        From MYOB's main menu at the top of the screen select File -> Import/Export Assistant.  Then choose Export Data, then choose "Cards".  Once there you can select the fields suggested by ChrisMYOB .

         

        Clancy

  • NinnessD's avatar
    NinnessD
    User
    2 years ago

    Hi Clancy, I tried to run the report however could not see payment terms as an option?

     

    Thanks

     

    Darren

    • ChrisMYOB's avatar
      ChrisMYOB
      Former Staff
      2 years ago

      Hello NinnessD 

       

      If you are having trouble running a report which contains the information you need .

       

      You could export the information from your Supplier Cards; I suggest you export the values for the following fields:-

      1. Co./Last Name
      2. First Name
      3. Terms - Payment is Due (consists of a single digit code between 0 and 5):-
        • 0 = C.O.D.
        • 1 = Prepaid
        • 2 = In a Given # of Days
        • 3 = On a Day of the Month
        • 4 = # of Days after EOM
        • 5 = Day of Month after EOM
      4. - % Discount
      5. - Discount Days
      6. - Balance Due Days
      7. Volume Discount %

      This information exported should give you a rundown of the credit terms for your suppliers which is easy to view together. 

      • NinnessD's avatar
        NinnessD
        User
        2 years ago

        Thanks Chris, however I cannot see an option to export except pdf or xps. I must be doing something wrong.