If you need to record additional information about your cards and items that may be specific to your business, you can use the custom lists and fields in the Card Details and Item Information windows to do so. MYOB AccountEdge contains three custom lists and three custom fields for each card type and for items. You can label them according to your needs. You'll find the Custom Lists & Field Names window by selecting Custom Lists & Field Names from the Lists menu. You'll make entries to the custom lists using the Custom Lists window found by choosing Custom Lists from the Lists menu.
You might want to use a custom field, for example, if you wish to display and print the weight of your items. You could label one of the custom fields "Weight." Then, every time you create an item record, you'd enter the weight of the item in your "Weight" field in the Item Information window. You then use the report design feature to display the weight of the item on sales (Item) reports, purchases (item) reports and most inventory reports. See Using the Report Design feature for more information.
You may also want to use a custom field, for example, to show the date of an employee's last performance review and print a Card File report showing that information.
You can print your card custom lists and fields entries on forms. The cards custom lists and fields are available on the form, and in order for the fields to print, you must perform an additional step. See To activate a data field on a form for more information.
You can also print item custom lists and fields entries on item sales, item packing slips and item purchases. See To activate a data field on a form for more information.
Custom lists can be used to sort your cards and items. You might want to use a custom list to sort your items according to their location in the warehouse. You could label one of the custom lists "Bin" and create an entry in that list for each bin in your warehouse. Then, every time you create an item record, you'll choose the name of the bin where you store the item from your custom "Bin" list. You can then use AccountEdge's report Customization feature to choose which bin list you wish to display.
You can also use custom lists to print a list of customers who are assigned to each of your sales territories, for instance, or a list of each salesperson's customers. See Using the Report Customization feature for more information.
You can print your card custom lists and fields entries on forms. The cards custom lists and fields are available on the form, and in order for the fields to print, you must perform an additional step. See To activate a data field on a form for more information.
You can also print item custom lists and fields entries on item sales, item packing slips and item purchases. See To activate a data field on a form for more information.
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