How to Keep Original Datapel Invoice Dates when Syncing to MYOB

Introduction

When transferring completed sales orders from Datapel WMS to MYOB for reconciliation, you may notice that MYOB defaults the invoice date to the day of the transfer (replication date) rather than the original invoice date recorded in Datapel.

To ensure your customer statements and payment matching remain perfectly aligned across both platforms, Datapel features a built-in toggle on the sales order level. This guide will walk you through locking in your original invoice date so that it transfers seamlessly into MYOB.

Instructions to Keep Original Invoice Dates in MYOB

Step 1: Access the Stock Sale Order

Open the specific (Sales Order) in Datapel that you want to configure.

Step 2: Navigate to the "Other" Tab

At the bottom of your order screen, locate the row of tab options and click on the Other tab.

Step 3: Configure and Lock the Customer Date

1. Locate the Customer Date dropdown field and select your desired invoice date.

2. Check the box next to Invoice using Customer Date.

3. Click Update Sale Order at the bottom right corner of the screen to save your changes.

⚠️ Important Note: Ensure that the "Customer Date" you choose does not fall into a locked or closed financial period in MYOB. If the accounting period is closed in MYOB, the system may reject the transfer entirely or automatically force the transaction date to the current day.