Description

This document explains how Importing Bill of Materials into MYOB as an Item Purchase Quote.

Detail Steps

ALWAYS BACKUP PRIOR TO IMPORTING DATA INTO YOUR WORKSPACE.

1. Create a Purchase quote manually in MYOB as per your requirement for your Bill of Materials

2. Export Item Purchase Orders from MYOB Companyfile

  • Open the required MYOB Companyfile as a SINGLE USER and select File - Export - Purchase - Item Purchases
  • Choose Tab delimited - TSV (Tab Separated Variables). Select First Record is : Header Record and Order Type: QUOTE
  • If necessary choose a Date Range 
  • Now choose CONTINUE. Select MATCH ALL.Export the file and save this in a  Preparation Folder.
  • Open this file in EXCEL ( when it opens TEXT Import Wizard make sure you select the file type as Delimited and click Next then Delimiters choose Tab > Next Column data format as General click finish)

3. Prepare file for Import

  • Enter data as requires per relevent support note (BOM). 
  • Please refer BOM.TXT attached files and Mapping details below.


4. Import Puchase Item Quote 

  • Open the required MYOB Companyfile as a SINGLE USER and select File - Import - Purchases - Item Purchases
  • Choose Tab delimited - TSV (Tab Separated Variables). Select First Record is : Header Record
  • Browse and select prepared file 
  • First Click an Import Field, then click the matching AccountsRights Premier Field (do not use Match All option)

     


  • Then click Import 
  • To review any skipped records or imported with Warnings records open the .TXT file as per import result window. (as per picture)

     
     

    Field Mapping


    Co./Last Name :- Customer / *ALLLOCATIONS 

    Purchase # :- Always must be BOM- (Followed by the number of your choice ensuring the sequence doesn't already exist in MYOB)

    Date:- your preferred BOM date

    Supplier Invoice :- Item number refer BOM support notes (Finished Good product Item Number)

    Item Number :- item number must be the same as in MYOB

    Quantity:-  As per BOM support note (require Qty to use produce finished Goods)

    Price:- 0

    Total :- 0

    Inc-Tax Price :- 0

        Tax Code :- eg GST/N-T

        GST Amount :- 0

        Sale Status :- Q for Quote

        Card ID:- MYOB Card ID


A maintenance replication is required for new Boms to become available.

If you would like to learn more about creating Assemblies please view the Creating Bill of materials article.