Hello and welcome to our 'tip pf the month' for MYOB Advanced Users. Some industries such as Retail, Manufacturing, Construction and more sometimes require capturing additional details on a transaction to allow for additional reporting. These could be user defined fields which are not already accounted for in the ERP system.
For example: Updated or extended warranty terms for your items which the customer could have purchased.
For user to be able to create a user defined field in MYOB Advanced, they require two prerequisites.
The correct Security Roles Assigned
The required Attribute / Attributes configured
Here is a step-by-step guide on how a MYOB Advanced user can add a user defined field in MYOB Advanced.
Go to the Sales Order Screen. You will need to select the option from within the Customisation Option as shown above and click on Manage User-Defined Fields.
This will pop up the screen to manage the User Defined Fields on the Sales Order. You will need to select Add User Defined Fields as shown below.
Select the Attribute that you have setup for this User Defined Field. In this case it will be SALELOC describing that this defines the Location of a sales order.
Select ok and navigate back to the Sales Order. You will now see this is ready to populate.
Please contact us if you require any assistance or should you have any questions on this function and or required additional training. If you have other topics you would like us to discuss, please let us know by clicking below. We hope to hear more from you soon.
Inecom is an ERP specialist, helping you implement ERP systems such as MYOB Advanced, SAP Business One, Microsoft Dynamics 365 Business Central, and HighJump.