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Purchase Order & Invoices - Prevent use of deleted and old

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stacamj
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Purchase Order & Invoices - Prevent use of deleted and old

Please have preference option to prevent the use of old Invoice and Order numbers. 

John Rapley
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Experienced Cover User Kelly81
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Re: Purchase Order & Invoices - Prevent use of deleted and old

I would have thought that this already existed within Account Right?.

Thanks.

MYOB Moderator Steven_M
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Status changed to: Already in product

Hi @stacamj 

Thank you for your idea in regards to AccountRight and using the same invoice number. However this is already included in the program. Setup >>Preferences>>Sales>> Warn for Duplicate Invoice Number on Recorded Sales and Setup>>Preferences>>Purchases>>Warn for Duplication Purchase Order Numbers on Recorded Purchases.  If you tick these settings it will warn the user that the relevant number has already been used.

Kind regards,
Steven

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Experienced Cover User bells02au
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Re: Purchase Order & Invoices - Prevent use of deleted and old

I totally agree, I made a similar request some 4 years ago and was promised that on the next compliance update it would have a facility where you could opt not to have recycled numbers for either Purchase Orders or Sales as recycling numbers is a nightmare when you are trying to archive chronologically.  A simple check box would suffice, but 4 years on still waiting!

MYOB Moderator Steven_M
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Re: Purchase Order & Invoices - Prevent use of deleted and old

Hi @bells02au 

Thank you for your feedback, the Warn for Duplicate Invoice Number on Recorded Sales and Bills should be able to stop the incorrect number from being entered. It basically has a pop up next to the Invoice number field informing you that it has been used.

Attachments - Copy (2).PNG

It doesn't work for purchase orders or sale orders as it doesn't check the invoice no field as the transaction doesn't affect the accounts therefore it do the search until it has been placed into an invoice.

Kind regards,
Steven

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Experienced Cover User bells02au
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Re: Purchase Order & Invoices - Prevent use of deleted and old

Hi Steven

I understand that however MYOB will recycle numbers which is my point.  We have a large data file and use a substantial amount of Purchase Orders and when archiving these Purchase Orders it is an issue when trying to do this in chronological order.  We have now had to make special provision for old number which can be 20,000 numbers out.  A check box option to recycle or not for both Invoices and Purchase Orders would make sense to me.

MYOB Moderator Steven_M
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Re: Purchase Order & Invoices - Prevent use of deleted and old

Hi @bells02au 

Thank you for your additional information and feedback. I've shared your thoughts with the team.

Kind regards,
Steven

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Experienced Cover User bells02au
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Re: Purchase Order & Invoices - Prevent use of deleted and old

Thanks Steven_M

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