Importing/Exporting - Sales Fields

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 FirstEdge 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 FirstEdge 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 FirstEdge 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 FirstEdge rounds to 2 decimals.
NOTE:  Importing and exporting currency amounts

Job

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

Comment

255 characters, alphanumeric

Journal Memo

255 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.

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 FirstEdge rounds to 2 decimals.
NOTE:  Importing and exporting currency amounts

Freight Amount

15 characters (including 2 decimal places). If more than 2 decimals, MYOB FirstEdge 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 FirstEdge rounds to 2 decimals.
NOTE:  Importing and exporting currency amounts

Sale Status

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

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

  - 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)

  - % 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 FirstEdge 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.

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

Field	Description and Character Limits
*Co./Last Name	Must match a preexisting card in the MYOB FirstEdge 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 FirstEdge 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 FirstEdge 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 FirstEdge rounds to 2 decimals. *NOTE:* Importing and exporting currency amounts

Job	15 characters, alphanumeric. Must match preexisting job number in your MYOB FirstEdge company file.
Comment	255 characters, alphanumeric
Journal Memo	255 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.
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 FirstEdge rounds to 2 decimals. *NOTE:* Importing and exporting currency amounts
Freight Amount	15 characters (including 2 decimal places). If more than 2 decimals, MYOB FirstEdge 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 FirstEdge rounds to 2 decimals. *NOTE:* Importing and exporting currency amounts
Sale Status	1 character. Letter "Q" indicates the sale is a quote. Any other character or no character indicates the sale is an invoice.


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
- 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)
- % 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 FirstEdge 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.