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July 2020
July 2020
At this time of year, we have a number of annual memberships due for payment. I enter these as a purchase order in Purchases (!).
I want to run a report which shows the outstanding purchases for the month and their promised date. I use Purchases [Item Detail].
When I run this report, the only purchases showing are those which are a recurring transaction. The manually entered invoices do not show.
How do I get the manually entered purchases to show in the Purchase [Item Detail] report?
If this is not the correct report to use, which report can I use that lists all open invoices and their promised date?
Thanks
Solved! Go to Solution.
July 2020
July 2020
If I recall correctly, that report only shows Purchases where an Item is being used. If you were using any other Layout they might not show.
I have a memory of the Purchase Register [All Purchases] report having a Promised Date field you can add to the report. If you generate that report, then go to the Insert/Modify tab -> Show/Hide, you can add the field to the report and then go back to the Filters tab to ensure all data is fetched for those fields.
If you find some Purchases without a Promised Date in the All Purchases report that don't show in the Item Detial report, you can drill down into the Purchase by clicking onto it and it should confirm if this is using an Item or not.
Cheers,
Hayden
MYOB Product Team
Currently Working On:
Supplier Feeds | E-invoicing
In Tray
Previously Worked On:
MYOB Capture App | MYOB Invoices app
MYOB Support (2015-2019)
July 2020
July 2020
Many thanks @Haydes
I have completed the task and also documented procedures for future
by
BareBeauty
3 weeks ago
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