Importing/Exporting - Sales Fields

Sales Fields - Miscellaneous

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 an individual's 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

Memo

255 characters, alphanumeric.

Salesperson Last Name

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

Salesperson First Name

30 characters, alphanumeric.

Referral Source

20 characters, alphanumeric.

Description

255 characters, alphanumeric

*Account Number

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 a preexisting job number in your MYOB AccountEdge company file.

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. O indicates an order. Q indicates a quote. Any other character or blank indicates the sale is an invoice.

Currency Code

3 characters, alpha. One code per sale/purchase. Must match customer/vendor currency code. (If blank, currency code on customer/vendor card substituted.)

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)

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 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.

^Conditional Fields: When importing, one or both fields must contain valid entries for matching fields in the company file.

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 an individual's 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
Memo	255 characters, alphanumeric.
Salesperson Last Name	31 characters, alphanumeric. Must match the name of an employee card in the AccountEdge company file.
Salesperson First Name	30 characters, alphanumeric.
Referral Source	20 characters, alphanumeric.
Description	255 characters, alphanumeric
*Account Number	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 a preexisting job number in your MYOB AccountEdge company file.
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. O indicates an order. Q indicates a quote. Any other character or blank indicates the sale is an invoice.
Currency Code	3 characters, alpha. One code per sale/purchase. Must match customer/vendor currency code. (If blank, currency code on customer/vendor card substituted.)
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)
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 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