Hello and welcome to our 'tip pf the month' for MYOB Advanced Users. Most projects we deliver often find they require the capture of certain data that is either specific to the client or the application or industry. This could be data on the header of the record or at the line level i.e. capture additional details on a transaction to allow for additional reporting, as an example. These are known as user defined fields which are not already accounted for in the Cloud ERP system.
An example could be: Updated or extended warranty terms for your items which the customer could have purchased.
For a user to be able to create a user defined field in MYOB Advanced, there are two prerequisites.
The correct MYOB Advanced Security Roles Assigned
The required MYOB Advanced Attribute / Attributes configured
Here is a step-by-step guide on how a MYOB Advanced administrator can add a user defined field in MYOB Advanced.
Go to the MYOB Advanced 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 for MYOB Advanced on this function and or indeed require additional training. If you have other MYOB Advanced topics or questions that you would like us to discuss, please let us know by clicking below. We hope to hear more from you soon.
Cloud Factory is an ERP specialist, helping you implement ERP systems such as MYOB Advanced, SAP Business One, Microsoft Dynamics 365, Microsoft Dynamics 365 Business Central, Wiise, PowerPlatform and Korber K.Motion Warehouse Edge.