Forum Home
Press F1
 
Thread ID: 120491 2011-09-11 08:52:00 MYOB question gary67 (56) Press F1
Post ID Timestamp Content User
1230313 2011-09-11 08:52:00 Question for all you MYOB users.

In either purchases or invoices I wish to set the layout to Item by default but can't work out how to make it as the default it always goes back to what was originally setup in the software so if anyone can save me a few clicks of the mouse I will be very happy
gary67 (56)
1230314 2011-09-12 00:05:00 Hello Gary,

This is able to be changed by selecting the customer or suppliers card (Card File>Cards List>Customer or Supplier). Customers are changed under Selling Detils>Sale Layout and suppliers Buying Detials>Purchase Layout, the drop down box will need to be changed to Item. New customers or suppliers will need to have this setting added when they are created.

Depending on the number of Customers and Suppliers needing to be changed; exporting, bulk changing in excel, then re-importing your card lists might be an option to look at. This support note (myobnz.custhelp.com) from MYOB covers the process. I would suggest testing in a dummy file first and doing a backup before undertaking the import as it is irreversible.

On a side note MYOB does have its own community forum, which is great for MYOB specific questions. It is www.myob.co.nz

Reece
MYOB User (16548)
1230315 2011-09-12 01:55:00 Thanks very much Reece, and welcome to PF1 gary67 (56)
1