Importing and exporting

Sales Fields - Service

View a list of all types of fields: Field descriptions for importing and exporting

Field

Description and Character Limits

*Co./Last Name

Must match a preexisting card in the MYOB AccountEdge company file. If a company name (no first name), 50 characters, alphanumeric. If a last name, 30 characters, alphanumeric.

NOTE:  To match a preexisting card designated as "Individual,' MYOB AccountEdge requires both the last and first names.

First Name

20 characters, alphanumeric

Addr 1
  - Line 1
  - Line 2
  - Line 3
  - Line 4

Total Address field (lines 1 through 4) cannot exceed 255 characters, alphanumeric

Invoice #

8 characters, alphanumeric

Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non-numeric as a separator between months, days and years.

Customer PO

20 characters, alphanumeric

Ship Via

20 characters, alphanumeric. If the ship via method does not exist in the shipping methods list, it will be ignored

Delivery Status

P=To be Printed
E=To be Emailed
B=To be Printed & Emailed
A=Already Printed or Sent

If field is left blank, the field will be set to P=To be Printed

Description

255 characters, alphanumeric

*Account #

Must be valid, preexisting MYOB AccountEdge account number. 5 characters, numeric. May have an optional non-numeric separator between the first digit and the last 4 digits (example: 1-1234).

*Amount

15 characters (including 2 decimal places). If more than 2 decimals, MYOB AccountEdge rounds to 2 decimals.

NOTE:  Importing and exporting currency amounts

Job

15 characters, alphanumeric. Must match preexisting job number in your MYOB AccountEdge company file.

Comment

255 characters, alphanumeric

Journal Memo

255 characters, alphanumeric

Salesperson Last Name

31 characters, alphanumeric. Must match the name on an employee card in the MYOB AccountEdge company file.

Salesperson First Name

15 characters, alphanumeric.

Shipping Date

10 characters, alphanumeric. Follows date convention of your system. Allows any non-numeric as a separator between months, days and years.

Referral Source

20 characters, alphanumeric.

Tax Code

3 characters, alphanumeric. Must match a preexisting tax code in the Tax Code List.

Tax Amount

15 characters (including 2 decimal places). If more than 2 decimals, MYOB AccountEdge rounds to 2 decimals.

NOTE:  Importing and exporting currency amounts

Freight Amount

15 characters (including 2 decimal places). If more than 2 decimals, MYOB AccountEdge rounds to 2 decimals.

NOTE:  Importing and exporting currency amounts

Freight Tax Code

3 characters, alphanumeric. Must match a preexisting tax code in the Tax Code List.

Freight Tax Amount

15 characters (including 2 decimal places). If more than 2 decimals, MYOB AccountEdge rounds to 2 decimals.

NOTE:  Importing and exporting currency amounts

Sale Status

1 character. Letter "O" indicates the sale is an order; Q indicates the sale is a quote. Any other character or no character indicates the sale is an invoice.

Currency Code

3 characters, alpha. One code per sale/purchase. Must match a preexisting currency code in the Currency List. Must match customer/vendor currency code.

Exchange Rate

11 digits, including 6 decimal places. If blank, current exchange rate substituted.

Terms
  - Payment is Due

1 character, numeric. Use one of these codes to indicate when payment is due:
0 - COD
1 - Prepaid
2 - In a Given # of Days
3 - On a Day of the Month
4 - # of days after EOM
5 - Day of Month after EOM

  - Discount Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999.
  • If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)

  - Balance Due Days

3 characters, numeric, based on Payment is Due code:

  • If code 0, 1, 2 or 4 indicates when payment is due, use a number of days from 0-999.
  • If code 3 or 5 indicates when payment is due, use a date from 1-31. (EOM=31)

  - % Discount

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of the decimal point (example: 00.10).

  - % Monthly Charge

2 numeric characters to the left of a decimal point and 2 numeric characters to the right of a decimal point (example: 00.20).

Amount Paid

15 characters (including 2 decimal places). If more than 2 decimals, MYOB AccountEdge rounds to 2 decimals.

NOTE:  Importing and exporting currency amounts

Payment Method

20 characters, alphanumeric.

Payment Notes

255 characters, alphanumeric. Available only if a Payment Method is entered.

Name on Card

50 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Card Number

25 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Expiration Date

10 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Authorization Code

255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.

Check Number

8 characters, alphanumeric. Available only if a check payment method type is entered.

Category

15 characters, alphanumeric

*Required Field:  When importing, this field must have a valid matching import field.