Description

Importing a Special Pricing Schedule into MYOB as an Item Sale Quote.

Detail Steps

ALWAYS BACKUP PRIOR TO IMPORTING DATA INTO YOUR WORKSPACE

1. create a Sale quote manually in MYOB as per your requirement for your Special Pricing Schedule type

2. Export Item Sale Orders from MYOB Companyfile

  • Open the required MYOB Companyfile as a SINGLE USER and select File - Export - Sales - Item Sales
  • 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. 
  • Please refer SPS1 attached file and Mapping details below.


4. Import Puchase Item Quote 

  • Open the required MYOB Companyfile as a SINGLE USER and select File - Import - Sales - Item Sales
  • 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


Inclusive :- leave blank - Special Pricing should be setup as Tax Excl only

Purchase # :- SPS-XXXX replace XXXX with any number that has not previously been used in MYOB, MYOB does not like duplicate numbers.

Date:- your preferred schedule END date

Supplier Invoice :- Item number/Multi refer SPS support note

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

Quantity:-  as per SPS support note

Price:- selling price exclusive

Discount :- 0 for none or number only if you require discount percentage

Total :- price*Qty*Disc% (if required)

Inc-Tax Price :- as above with Tax

Promised Date :- Date Discount should START

Tax Code :- eg GST/N-T

GST Amount :- Total line GST Amount

Sale Status :- Q for Quote

Card ID:- MYOB Card ID

Related Information

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