Importing/Exporting - Sales Fields

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

When importing, must match a preexisting card in your MYOB Premier Accounting 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 Premier Accounting 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 #

5 characters, numeric. Must be a valid, preexisting MYOB Premier Accounting account number. 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 Premier Accounting rounds to 2 decimals.
NOTE:  Importing and exporting currency amounts

Job

15 characters, alphanumeric. When importing, must match a preexisting job number in the MYOB Premier Accounting 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.

Tax Code

3 characters, alphanumeric. When importing, 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 Premier Accounting 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. When importing, 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. When importing, must match the name of an employee card in the Premier Accounting company file.

Salesperson First Name

15 characters, alphanumeric.

Referral Source

20 characters, alphanumeric.

Amount Paid

15 characters (including 2 decimal places). If more than 2 decimals, MYOB Premier Accounting 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.

Address (AVS)

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

ZIP (AVS)

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.

Credit Card Swiped

1 characters, alphabetic. Indicates the card was swiped.

Check No

8 characters, alphanumeric. Only available for check payment method type.

Category

15 characters, alphanumeric

Card Verificaiton (CVV2) Used

1 characters, alphabetic. Indicates the CVV2 number was entered.

^Card ID

15 characters, alphanumeric. Must be a unique ID.

Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.

^Record ID

10 numeric characters

The Record ID is an internal number within the MYOB Premier Accounting company file.

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

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

Field	Description and Character Limits
^Co./Last Name	When importing, must match a preexisting card in your MYOB Premier Accounting 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 Premier Accounting 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 #	5 characters, numeric. Must be a valid, preexisting MYOB Premier Accounting account number. 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 Premier Accounting rounds to 2 decimals. *NOTE:* Importing and exporting currency amounts
Job	15 characters, alphanumeric. When importing, must match a preexisting job number in the MYOB Premier Accounting 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.
Tax Code	3 characters, alphanumeric. When importing, 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 Premier Accounting 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. When importing, 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. When importing, must match the name of an employee card in the Premier Accounting company file.
Salesperson First Name	15 characters, alphanumeric.
Referral Source	20 characters, alphanumeric.
Amount Paid	15 characters (including 2 decimal places). If more than 2 decimals, MYOB Premier Accounting 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.
Address (AVS)	28 characters, alphanumeric. Available only if a credit card or debit card payment method type is entered.
ZIP (AVS)	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.
Credit Card Swiped	1 characters, alphabetic. Indicates the card was swiped.
Check No	8 characters, alphanumeric. Only available for check payment method type.
Category	15 characters, alphanumeric
Card Verificaiton (CVV2) Used	1 characters, alphabetic. Indicates the CVV2 number was entered.
^Card ID	15 characters, alphanumeric. Must be a unique ID. Note: When you select Card ID in the Identify Card by field, *None is equivalent to no entry in the field.
^Record ID	10 numeric characters The Record ID is an internal number within the MYOB Premier Accounting company file.