Forum Discussion

dipa's avatar
dipa
Contributing User
2 years ago

Creditor's email address and phone no report

Hi   I would like to know how can I get selected creditors's list where I am waiting orders to be completed that have passed due date. Report should show phone nos and email adddess of creditors. t...
  • Steven_M's avatar
    Steven_M
    2 years ago

    Hi dipa 

     

    Would you mind expanding on what MYOB product you are using? Based on the board on which you have posted, the MYOB Business board, you should have a Purchases module listed as all MYOB Business (SME product range) has that particular module listed. The only time it wouldn't be, would be if you had user access which restricted you from having access to that window.

Steven_M's avatar
Steven_M
Former Staff

Hi dipa 


The closest report that I could find that would be a purchases-based report that would show your orders would be the Supplier purchases (detail) report - Reporting>>Reports>>Purchase reports>>Supplier purchases (detail). This would allow you to filter that report by orders using the Purchase status and by individual suppliers. You can even add the Address 1 phone No.1 to the report using the Customise button. 

The email address would not be a field that you can add. However, you could export that Supplier purchases (detail) report to Excel and then run the Contacts report before combining them both in Excel.

dipa's avatar
dipa
Contributing User
2 years ago

Thanks Steven for your time to reply. I am afraid to say but I don't have Purchase reports tab under my options. I serached but its not there so please guide me further. I know it shoulld be under reports tab but its not there. thnx

  • Steven_M's avatar
    Steven_M
    Former Staff
    2 years ago

    Hi dipa 

     

    Would you mind expanding on what MYOB product you are using? Based on the board on which you have posted, the MYOB Business board, you should have a Purchases module listed as all MYOB Business (SME product range) has that particular module listed. The only time it wouldn't be, would be if you had user access which restricted you from having access to that window.

    • dipa's avatar
      dipa
      Contributing User
      2 years ago

      Thanks Steven.

       

      May I ask you  more thing

       

      Hi

       

      I am tryin to add mark up filter when its negative so fat I tried to add attched file but on right side under root there is no option of negative or positive except numbers feed. Please give me suggestion how can I add filter under budget/quote screen shows the negative mark up (cost is more than sell)? thanks 

      • Steven_M's avatar
        Steven_M
        Former Staff
        2 years ago

        Hi dipa 

         

        Would you mind confirming what MYOB product you are using so we can further confirm the best course of action for your product and query?

        Generally speaking, MYOB Business doesn't do markups on values - the only markup value that can be automatically applied is through the Increase/Decrease functionality within the budgets management system, which is designed to quickly add the budget values in.

    • dipa's avatar
      dipa
      Contributing User
      2 years ago

      Hi Steven

       

      Aplogies to come back to you with same query. I found purchases report tab, please see attached file what options are coming on my screen, which one I need to choose? thanks 

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