Description

This document explains how to Importing KIT 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 Kit

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 (KIT). 
  • Please refer KIT 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 KIT- (Followed by the number of your choice ensuring the sequence doesn't already exist in MYOB)

Date:- your preferred KIT date

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

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

Quantity:-  As per KIT 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

Related Information

*A maintenance replication is required for new Kits  to become available.