How customer and vendor terms are imported and exported

Importing and exporting > Importing data into MYOB AccountEdge or Exporting data from MYOB AccountEdge > How customer and vendor terms are imported and exported

When you export customer cards, vendor cards and all types of sales and purchases from your MYOB company file, you have the option to include or not to include terms in the file that you export.

When importing into an MYOB company file, though, terms must always be added to customer and vendor cards and all types of sales and purchases. If you included terms, along with your cards, sales and purchases in the file you wish to import, those terms will be imported.

If you didn't include terms in the file you wish to import, terms are added automatically according to the two following methods:

Customer and vendor cards

If the Payment is Due field is blank or invalid when importing customer and vendor cards, the default Payment is Due field for customers and vendors will be substituted. (To see the default Payment is Due for customers and vendors, click on the Terms button on the Sales or Purchases tab in the Preferences window of AccountEdge.)

If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.

Sales and purchases

If the Payment is Due field is blank or invalid when importing sales and purchases, the Payment is Due entry entered in the Credit Terms window of the customer or vendor card will be substituted. If other Terms fields are blank or invalid, terms typically associated with the Payment is Due field will be substituted.


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