Integrating Stock Orders to MYOB

The following guide explains how you can simply integrate orders for stock within Salesforce to MYOB advanced for invoicing, picking and packing.

1. 1. Types of Order

Orders are Salesforce Opportunity records. They are automatically generated by Salesforce when public or corporate customers make bookings on trainings courses. There are three main types of order generated for training - 

2. 2. Integrating an Order

The following shows how you can easily integrate any of the order types defined above with MYOB advanced. 

2.1. 1. Use the 'Opportunities to be Invoiced (Stock)' List

To find this list do the following - 

  1. Select 'Opportunities' on the Salesforce Navigation Bar
  2. Use the list selected drop-down and choose the 'Opportunities to be Invoiced (Stock)' option

This list can be treated like your orders inbox. Any new orders will automatically pop up in here, and as you integrate them with MYOB they will drop out! In the screen shot below you can see some are Prepaid Training and others are On Account.

2.2. 2. Select an Opportunity/Order for Integration

Choose one from your list and open it out. Once opened, make sure you check the 'Details' tab.

In the Details section you can see a host of details about the order, including - 

  1. The Course the order relates to
  2. The Product and how much the order is for
  3. The Customer the order relates to
  4. A link to the original Booking
  5. A list of all the attendees incorporated in the booking

2.3. 3. Check the Warehouse

Before integrating a stock order to MYOB you have the opportunity to review the selected warehouse. This is the warehouse against which the order will sit in MYOB. This defaults to MF-MAINF but may have been altered by the sales person to a regional location. The order will map the warehouse from the one chosen on the original corporate sale opportunity.

 If necessary, this can be changed before integration. Simply hover over the warehouse pick list, select the little pencil icon, change to the correct warehouse and select 'Save'.

2.4. 4. Select 'OK to Invoice'

Once you are happy with the order details you can integrate it with MYOB advanced. This is really easy to do - 

  1. Hover over the 'OK to be Invoiced' field
  2. Select the little pencil on the right hand side
  3. Check the box
  4. Select 'Save'

This will trigger the integration of the Order to MYOB Advanced. The Order will be created in MYOB in a matter of seconds. You can check that the Order has been successfully created by refreshing your screen a few times and reviewing the 'MYOB Integration' section on the page. 

When the Order has been successfully created in MYOB, the order number will be returned. 

If the Order does not integrate, you will be able to tell. The 'MYOB Error Text' field will display the reason that the Order has not integrated and provide you with a clue to fix the issue. 

You can see a list of MYOB Integration exceptions (ones that have received an error upon integration) by navigating to Opportunities (from the Salesforce navigation bar) and then selecting 'MYOB Exceptions' from the available list views.