We run tens of thousands of jobs in MYOB and refer to the Job Number in our Invoices and Purchases for Cost tracking.
Some Jobs run for less than one day, other jobs run for a number of years.
Th...
We have a lot of old jobs which are still active but not in use - numbering hundreds. I have tried to delete them but can only do this one by one. It would be great if I could do a batch delete - just tick the ones I want and then delete them in one go
I managed to do it by following the following steps ... make sure you back up your MYOB file FIRST in case this slips for you. Also, make sure everybody else is logged out:
Step 1: create a new header job call "tobedeleted"
Step 2: create a dummy detail job "deletetest" under header "tobe deleted"
Step 3: export jobs, match all columns
Step 4: using excel, open your exported file, switch on filter, then filter to isolate all the jobs you would like to delete.
Step 5: change the header job for all these jobs you want to delete to "tobedeleted"
Step 6: mark all these jobs to inactive, and 100% complete.
Step 6: save the file as a tab delimited file
Step 7: go back to MYOB, import jobs, make sure you select "update existing record" in the duplicate records section.
Step 8: Select the file you edited and match all. (Should match identically since you are using the same format as the exported file)
Step 9: complete the import
Step 10: go into your lists, jobs and you should see all the jobs you wanted to delete sitting under the header "tobedeleted"
Step 11: Delete the header job "tobedeleted"
Step 12: it will warn you a few times, select ok all the way through and now you have deleted the detail jobs under that header.
Sorry for long descript, this should have you smiling again.