MYOB Stock Integration

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MYOB Stock Integration

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Mobileezy stock levels can be integrated tightly with MYOB enabling stock adjustments and stock takes to be completed on the Mobileezy Handheld Application and exported into MYOB, resulting in stock adjustment journal entries and updated MYOB stock levels.  Using the MYOB stock integration, stock levels can be tracked in multiple locations and handheld users are able to see stock levels across the business.  This requires some careful setup and management.

With the MYOB Stock Integration, stock levels and locations are brought into Mobileezy from MYOB and stock adjustments exported directly into MYOB!

 

MYOB Premier Enterprise Setup        MYOB AccountRight Classic Enterprise Setup

MYOB AccountRight Classic Enterprise enables stock to be tracked in multiple business locations.  These locations and their inventory levels can then be imported into Mobileezy, enabling MYOB stock levels to be available to handheld users and stock transactions completed on handheld devices to be imported into MYOB.

To import MYOB Enterprise Stock Locations:

This step must be completed on initial setup in order to import the MYOB stock locations into Mobileezy.

1.Under the Setup icon, select the Datalink tab and click on the Datalink Setup button
2.Select the Advanced tab and tick Use Location / Stock Integration (MYOB Enterprise only)
Screenshot of the MYOB Datalink Setup
Datalink Setup
3.Press Ok and then Run Datalink. This will bring the MYOB stock locations into Mobileezy - this can be viewed under the Setup > Location tab.

Note:   It is possible to edit the parent location of locations imported into Mobileezy from MYOB.  Any alterations to the location name must be made in MYOB.

System and Profile Settings:

The following system and profile settings are required to display MYOB stock levels on the Desktop Administrator and Mobileezy Handheld Software:

Setting Type

Setting

Setting

Function

Basic System Setting

Send Mobileezy Stock Levels to Handheld

True

Sends stock levels displayed in Mobileezy to the handhelds.

Advanced System Setting

AutoWarehouse

True

Essential for MYOB stock integration.

Advanced System Setting

Enable Stock Exporting

True

Allows the export of stock transactions into MYOB. (NB. This is only required if stock transactions will be completed in Mobileezy).

Profile Setting

send mobileezy stock levels to handheld

Yes

Sends stock levels displayed in Mobileezy to the handhelds

MYOB Premier Setup        MYOB AccountRight Classic Premier Setup

MYOB AccountRight Classic Premier allows inventory management in a single location, when configured with Mobileezy the MYOB stock level will import to the Warehouse location.

System and Profile Settings:

The following configuration of system and profile settings will be required to display MYOB stock levels in Mobileezy:

Setting Type

Setting

Setting

Function

Basic System Setting

Send Mobileezy Stock Levels to Handheld

True

Sends stock levels displayed in Mobileezy to the handhelds.

Advanced System Setting

AutoWarehouse

True

Essential for MYOB stock integration.

Profile Setting

send mobileezy stock levels to handheld

Yes

Sends stock levels displayed in Mobileezy to the handhelds

MYOB Account Right Live Setup        MYOB AccountRight Live Setup

MYOB AccountRight Live allows inventory management in a single location, when configured with Mobileezy the MYOB stock level will import to the Warehouse location.  The following configuration of system and profile settings are required to display MYOB stock levels in Mobileezy.

Enabling Export of Stock Transactions        Enabling Export of Stock Transactions

The export of stock transactions requires configuration of both datalink and advanced system settings. After adjusting the settings, close and then reopen Mobileezy.

MYOB AccountRight Classic (Premier and Enterprise)

Setting Type

Setting

Setting

Function

Datalink Setting

Stock Account Code

MYOB Stock Adjustment Account Code

The account code that stock adjustment transactions will be posted to in MYOB.

Advanced System Setting

Enable Stock Exporting

True

Allows the export of stock transactions into MYOB. (NB. This is only required if stock transactions will be completed in Mobileezy).

MYOB AccountRight Live

Setting Type

Setting

Setting

Function

Datalink Setting

Stock Account Type

Usually CostOfSales

This is the stock adjustment account type.

Datalink Setting

Stock Account Number

Account Number

This is the stock adjustment account number that stock transactions will be posted to.

Advanced System Setting

Enable Stock Exporting

True

Allows the export of stock transactions into MYOB. (NB. This is only required if stock transactions will be completed in Mobileezy).

Exporting Stock Transactions        Exporting Stock Transactions

Stock adjustment transactions can be exported to MYOB AccountRight Classic Premier, MYOB AccountRight Classic Enterprise and MYOB AccountRight Live.  To enable the export, configure the settings as detailed in Enabling Export of Stock Transactions and then follow the directions below.

To export stock adjustments:

1.From the Transactions icon select the Export Stock Adjustments tab
2.Flag the Transactions to be exported by flagging individual transactions or pressing the Flag All button to flag all available transactions
3.Press the Export Data button
Screenshot of Exporting Stock Transactions
Export Stock Transactions

See Also:

MYOB Account Right Live Datalink Setup

MYOB Classic Datalink Setup

Stock Adjustments

Stocktakes

Stock Transactions