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Create invoice item without inventory module dependancy

8 REPLIES
MYOB Staff Post DeveloperJack
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DeveloperJack
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Re: Create invoice item without inventory module dependancy

Hi there @Myles,

 

Unfortunately, we don't support custom fields on an invoice (regardless of layout) - if you're looking to reference external data, some solutions use the comments field to link to this. I'd recommend double checking with your client(s) to see how they use the Comments field first.

 

 @ronatbas and @IanChait are correct regarding inventory. You do have the option to not 'track' inventory but to your earlier point, you do need to use the inventory 'module' in order to use the item invoice layout.

 

Cheers,

Jack

Jack Skinner
MYOBapi Evangelist

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Ultimate Partner IanChait
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IanChait
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Re: Create invoice item without inventory module dependancy

Hi @Myles

 

Not sure what you are asking. Are you wanting to import transactions via the API? If so I am afraid I am not a programmer, so cannot help.

 

 From within the program you can use non inventoried items on an invoice.

 

Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Ultimate Partner ronatbas
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ronatbas
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Re: Create invoice item without inventory module dependancy

@DeveloperJack @Myles @IanChait

 

I don't believe this statement by Jack is correct

 For example, the item layout, as you've mentioned, will check against the inventory in the file. This means that you do have to track inventory in AccountRight Live if you want to use item layout invoices

It will only check against the Inventory if the box is ticked.  Anyone that uses inventory has items on their list that are not inventoried and they plug them into an Item invoice. Even in Clearwater there are items that are not inventoried that can be selected via an item invoice. @Myles perhaps you should do a call on Clearwater for Labour, which is Sell only and you will find that it does not check the inventory

Ron B
BAS Group
03 95588477

info@basgroup.com.au
Making MYOB work for you
Contributing Partner Myles
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Myles
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Re: Create invoice item without inventory module dependancy

I am using ServiceInvoice. I want to create "Custom Fields" in this invoice. How do i create Custom fields? Please suggest. 

Contributing Partner Myles
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Myles
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Re: Create invoice item without inventory module dependancy

@IanChait @DeveloperJack

This is my request, How can I add the quantity? 

 

{
"Number":"WEB002",
"Date":"2018-08-09T19:00:59.043",
"CustomerPurchaseOrderNumber":"00000113",
"Customer":{
"UID": "dd2088e1-92aa-42c5-9203-7060393839a3",
"LastName": "Cameron",
"FirstName": "James",
"IsIndividual": true,
"DisplayID": "CUS000002",
"IsActive": true,
"URI": "https://ar1.api.myob.com/accountright/ab1f26fa-96b9-477d-baf4-d306615807a9/Contact/Customer/dd2088e1..."
},
"PromisedDate":null,
"BalanceDueAmount":150,
"Status":"Open",
"Lines":[
{
"Type":"Header",
"Description":"Test Item for development",
"CustomList1": {
"Label":"customQuantity",
"Value":"2"
}
},
{
"Type":"Transaction",
"Description":"Second item for testing",
"CustomList1": {
"Label":"customQuantity",
"Value":"2"
},
"Total":145,
"Account":{
"UID": "e9086cc5-af7e-4079-8beb-6fba1523b72a",
"Name": "Service Income",
"DisplayID": "1-2502",
"URI": "https://ar1.api.myob.com/accountright/ab1f26fa-96b9-477d-baf4-d306615807a9/GeneralLedger/Account/e90..."
},
"Job":null,
"TaxCode":{
"UID": "3bd2fbea-54d7-4115-8030-b84360048465",
"Code": "GST",
"Description": "Goods & Services Tax",
"Type": "GST_VAT",
"URI": "https://ar1.api.myob.com/accountright/ab1f26fa-96b9-477d-baf4-d306615807a9/GeneralLedger/TaxCode/3bd...",
"RowVersion": "-3167437912925011968"
},
"RowVersion":"-3848888831541510144"
}
],
"ShipToAddress":"Island Way Motel 22 Campbell Way Hornsby NSW 2034",
"Terms":{
"PaymentIsDue":"DayOfMonthAfterEOM",
"DiscountDate":10,
"BalanceDueDate":30,
"DiscountForEarlyPayment":2.5,
"MonthlyChargeForLatePayment":4.5,
"DiscountExpiryDate":"2014-04-10T00:00:00",
"Discount":3.38,
"DueDate":"2014-04-30T00:00:00",
"FinanceCharge":6.08
},
"IsTaxInclusive":true,
"Subtotal":145,
"Freight":0,
"TotalTax":12.27,
"TotalAmount":135
}

Ultimate Partner IanChait
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Australia
IanChait
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Re: Create invoice item without inventory module dependancy

Hi @Myles 

 

You can achieve this by not selecting I Buy and I Inventory this item.

 

 

Regards
Ian Chait CA
Certified Consultant Melbourne
P/M 0417 479 585
Email ian@myfc.com.au

Item.JPG
Contributing Partner Myles
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Myles
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Re: Create invoice item without inventory module dependancy

@DeveloperJack

Ok, I can use the Invoice service but I want to add quantity without using inventory module, is there has any field in the invoice service module?

MYOB Staff Post DeveloperJack
141 Posts
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Australia
DeveloperJack
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Re: Create invoice item without inventory module dependancy

Hi there @Myles,

Each invoice layout has a different set of requirements and relationships to other data within an AccountRight Live ledger. For example, the item layout, as you've mentioned, will check against the inventory in the file. This means that you do have to track inventory in AccountRight Live if you want to use item layout invoices. The Service layout is probably the simplest layout as the line description is just text (it doesn't link to inventory or timebilling etc).

I'd also recommend double checking your requirements to make sure that the invoice layouts you use match the way the business (or your clients) use AccountRight Live.

 

Cheers!

Jack Skinner
MYOBapi Evangelist

Are you a developer? Check out http://developer.myob.com
Looking for an Add-on? Check out http://myob.com/addons/
Contributing Partner Myles
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Australia
Myles
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Create invoice item without inventory module dependancy

if I am trying to create an invoice item with 'ShipQuantity' then it's checking in the inventory, I don't want to use Inventory module for invoice.

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