Partner Zone
Partner Zone

Duplicate quote number alert

This thread is now closed to new comments.
Some of the links provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
Highlighted
ruth_mbj3
4 Posts
Cover User
Australia
ruth_mbj3
Cover User

4Posts

4Kudos

0Solutions

Duplicate quote number alert

Hi,

 

I have changed my setup to alert when an invoice number is about to be duplicated.  When this was done in the setup in the old system it applied to quotes as well, but this is not the case with the new system.  Can this be changed?

1 REPLY 1
MYOB Moderator Steven_M
31,117 Posts
MYOB Moderator
New Zealand
Steven_M
MYOB Moderator

31117Posts

3932Kudos

4530Solutions

Status changed to: Already in product

Hi @ruth_mbj3

Thank you for your idea in regards to duplicate invoice numbers for quotes.

When you have entered a duplicate invoice number* on a quote it should give you a yellow triangle warning next to the Invoice number field indicating that it has been used already. This is because the invoice number field for quotes it the same as the invoice number used for invoices and orders. Please note I have seen the warning take its time to appear so enter that invoice number first and enter in the rest of the invoice then see if it has that yellow triangle just before recording.

Attachments - Copy.PNG

*Provided that the Setup>>Preferences>>Sales>>Warn for Duplicate Invoice Number on Recorded Sales is ticked.

Kind regards,
Steven

MYOB Community Support

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

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?
Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post