Importing and exporting

Sales Fields - Professional

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 your 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
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
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
Detail Date	10 characters, alphanumeric. Follows date convention of your system. Allows any non-numeric as a separator between months, days and years.
Description	255 characters, alphanumeric
*Account #	Must be a 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 a preexisting job number in the MYOB AccountEdge company file.
Comment	255 characters, alphanumeric
Journal Memo	255 characters, alphanumeric
Promised 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
Sale Status	1 alphanumeric character. Letter "O" indicates an order; Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Currency Code	3 characters, alphabetic. 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 the 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 the decimal point and 2 numeric characters to the right of the decimal point (example: 00.20).
Salesperson Last Name	31 characters, alphanumeric. Must match the name of an employee card in the AccountEdge company file.
Salesperson First Name	15 characters, alphanumeric.
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 Number	255 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
Check No	8 characters, alphanumeric. Only available for check payment method type.
Category	15 characters, alphanumeric

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