Setting Customer Credit Limits

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Experienced Cover User StacieS
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Setting Customer Credit Limits

Hi There,

Can anyone help with how I import the credit limit on a customer card.

If this is not possible is there an easier way to enter the credit limit rather than one by one for over 100 cards.

Thanks 

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Partner TingSpace
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Re: Setting Customer Credit Limits

@StacieS

 

Hey there!

 

Going by MYOB's Help Wiki: Import and export fields

 

There is a Credit Limit Field, so you should be able to import this. To make sure you're creating the Import file correctly, it's usually best to enter the data into the Sample file and then export the details out to see what it looks like and use that as a template with your correct data.

 

Here are some other Help Wiki's from MYOB that can help:

Using an import template

Importing and exporting tips

 

The Sample file in 2018.2 has some Customers with Credit Limits. I've included an export from my Sample file which includes the Credit Limit. I hope you find it helpful!

 

If you still encounter any troubles, give us a shout.

~TingSpace

~TingSpace
Experienced Cover User StacieS
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Re: Setting Customer Credit Limits

Thanks Tingspace.

 

I have followed the import process several times.

 

The importlog gives me the following message 

Warning 269: Invalid Credit Limit; ignored

- All the credit limits are shown as "10,000" for example

 

How do I get rid of the " " - which is not showing in my file to be imported, only in the importlog file once it has been done.

It appears in other fields that have been imported too.

 

Thanks 

MYOB Moderator Steven_M
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Re: Setting Customer Credit Limits

Hi @StacieS

 

I assume that you are creating/opening the import data in Excel? If so, open the file in NotePad - Open NotePad from your Windows Start menu, File>>Open and select to open all files. Once that file has been opened in NotePad, you can remove the quote marks individually or by using NotePad's find and replace function. 


Note: Reopening that file in Excel, may cause those quote marks reappearing and thus have to be deleted again.

Kind regards,
Steven

MYOB Community Support

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Experienced Cover User StacieS
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Re: Setting Customer Credit Limits

Thank you Steven.

That has worked.

Appreciate your help.

StacieS

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