Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.
Hi Graham1 , are you preparing the CSV file in Excel initially? Given that all the pricing is held in MYOB, then you could use lookup tables, one being an export of your customer cards (to give you the pricing level) and the other an export of your items (to give you the prices). Your invoice worksheet could refer to those to complete the price information. The lookup tables would need to be refreshed occasionally to include changes.
I'd recommend using the card record ID and item ID for any lookups, the results will be more accurate.
The CSV file is imported directly from an intergrated system that is under development for us, which is picking up the data directly from our rostering system. But, we can export the data to excel initially and then convert to a CSV.
Thanks for this suggestion..I will pass it on to our developers as a workaround.
Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.
