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Customising Forms - Customer Order Forms

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Experienced Cover User A-Snax
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Customising Forms - Customer Order Forms

Unfortunately I have been advised by MYOB Customer Support Chat that "Unfortunately there isn't an option yet to be able to customize Sales orders or quotes".

 

Whereby it was suggested that I visit MYOB community forum where MYOB clients write ideas about the software and this is where the developers can see the idea for possible future releases Smiley Happy http://community.myob.com

 

Who agrees that the ability to customise Customer Sales Orders or Customer Sales Quotes would be a good idea????

 

Who will support this idea???

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MYOB Moderator Steven_M
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Re: Customising Forms - Customer Order Forms

Hi @A-Snax

 

When you go to Setup>>Customise Forms and select Invoices you are customising the form that will be used for sales. The form that you are customising can be used for invoice, sales and/or quotes. 

Firstly there is a field that you can add onto the customise form that denotes the sale status i.e. whether it is an invoice, order or quote.  The field is [Invoice Type] as such I would recommend ensuring that you have that included on the form. By having this field on the form it would be populated by what the sale status is i.e. Invoice or order or quote.

What some people do when they want to have a form specially for orders is customise a form based on that and give it name like order. When you want to use that form i.e. print an order you would go into the Invoice and Select the required form from the Print option. This will print using that specialist order form.

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User A-Snax
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Re: Customising Forms - Customer Order Forms

Hello Steven, thank you for the proposed solution.

 

Just to clarify, if I were to customise an "Invoice" template to an "Order" template, will this new customised "Order" form sit in my "Balance Sheet" where it should be until it becomes an official "Invoice" whereby it then moves to my P&L??

MYOB Moderator Steven_M
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Re: Customising Forms - Customer Order Forms

Hi @A-Snax

 

From an accounting point of view sales orders don't affect any accounts. So when you record a sales order no accounts are affected. The accounts are only affected when you convert that order into an invoice, at which point your income and asset (Accounts Receivables/Trade Debtors) accounts are affected.

 

The printing of a sales order doesn't impact on the reporting of that transaction.

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User A-Snax
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Re: Customising Forms - Customer Order Forms

I agree with your last comments however if I am customising an "Invoice" template to disguise it as a NEW "Order" template, how does the system mechanics in the back end recognise that my new "Order" template should sit in my P&L until it converts to and official Invoice?

Experienced Cover User A-Snax
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Re: Customising Forms - Customer Order Forms

Correction to my last comment

 

how does the system mechanics in the back end recognise that my new "Order" template should sit in my BALANCE SHEET until it converts to and official Invoice whereby it then sits in my P&L?

Experienced Cover User A-Snax
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A-Snax
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Re: Customising Forms - Customer Order Forms

Correction to my last comment

 


@A-Snax wrote:

I agree with your last comments however if I am customising an "Invoice" template to disguise it as a NEW "Order" template, how does the system mechanics in the back end recognise that my new "Order" template should sit in my P&L until it converts to and official Invoice?


 

How does the system mechanics in the back end recognise that my new "Order" template should sit in my BALANCE SHEET until it converts to and official Invoice whereby it then sits in my P&L?

MYOB Moderator Steven_M
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Re: Customising Forms - Customer Order Forms

Hi @A-Snax

 

Firstly there is a distinct difference with forms and the accounting side of things (i.e the transaction). A form is how the transaction prints/emails it doesn't have any impact on the transactions or the accounting side of this, its purely how it looks when it is printed out. 

 

In terms of a recording order, it doesn't touch any accounts i.e. if you go to Sales>>Enter Sales>>Select ORDER as the sale status box (top left) and enter the transaction no accounts are affected as no journal has been created. It is only when an order is converted to an invoice that the accounts are affected and a journal is created.


So to answer you question directly, recording an order doesn't nothing to accounts (from a front end AND back end), as no journal has been created therefore the Balance Sheet (and Profit & loss) are not affected. It's not until you convert that order into an accounts are affected and will show on the respective reports.

Kind regards,
Steven

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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