Exporting Payment History
anonymous
via web
I'm trying to find a way to export two fields from the History
tab in the cards:
Last Sale Date
Last Payment Date
They don't appear to be exportable fields. Anyone know how to
access these fields in any report format?
2 Posted by anonymous on 15 Apr, 2010 07:08 PM
You are correct, the information in payroll histroy is not exportable.
3 Posted by anonymous on 15 Apr, 2010 07:08 PM
Perhaps I didn't make myself clear.
I want to export data from the sales history. Not interested in payroll data.
Thanks.
4 Posted by anonymous on 15 Apr, 2010 07:08 PM
sorry about that- unfortunately, the info you want is not available for export. Please request this from your HELP menu in MYOB, send Feedback.
5 Posted by Cheryl on 27 Jan, 2012 12:02 AM
If we cannot export data from the sales history - and I do understand why we cannot - is there a way we can at least include it in a report? We have a new CSR who would like a list of each client and their address, phone, etc. which is fine. Now she has also requested that I include the date of last purchase. This is in history, obviously, and now I know, not exportable. Am I going to have to print out my client list (over 500), then sit with that list and go card by card, open the card, open the history, write the date on my printed list, close the card and move on to the next?
Thanks,
Cheryl
6 Posted by Dan R on 27 Jan, 2012 07:51 PM
A card transactions report customized to "Source Journal" = Sales and a small or large date range may get you what you want. It might be a lot of pages, but beats going card by card. You could add the address and phone to that report, but I would suggest you don't as that will add a lot of space to each transaction line and your CSR already has that list from before.
:-)
Dan
7 Posted by cheryl Nunez on 28 Jan, 2012 04:17 AM
Hi Dan,
I am not sure this is what I am looking for so correct me if I am wrong.
I would like a report with store name, possibly the phone number and the
date of the last sale. The idea is that the CSR can hold a piece of paper
that tells her when the store last made a purchase, and give her a contact
number. I would like it to back as far as the sales history goes back. In
other words, when I go to a customer's card and click on "History" I can
see if the last purchase was in January 1994, or January 2012. This is the
information I would like to give my CSR.
Thank you!
Cheryl
8 Posted by Dan R on 28 Jan, 2012 05:06 AM
Hi Cheryl,
I don't think what i suggested will help you.
If you are wanting a concise list you might have to do it manually.
My suggestion was to just dump all the sales transaction (or is it actually purchases?) for the desired date range. This could be massive depending on activity and what has not been purged. It would not go as far back as the card history tab and could still be 100's of pages.
Hmmm? You might be able to extract it with the ODBC driver. I use it for some inventory reports. I'll check the query fields...
9 Posted by Dan R on 28 Jan, 2012 05:17 AM
Bingo! you can retrieve Customer or Vendor info with Excel and the ODBC driver including info like:
CustomerID
Name
Notes
CurrentBalance
CustomerSince
LastSaleDate
LastPaymentDate
TotalPaidInvoices
HighestInvoiceAmount
HighestReceivableAmount
PaymentNotes
SalespersonID
SaleCommentID
ReceiptMemo
Etc.
10 Posted by cheryl Nunez on 28 Jan, 2012 03:32 PM
Dan,
This sounds perfect. How does one do this - I haven't ventured into this
area.
Cheryl
11 Posted by Dan R on 28 Jan, 2012 08:02 PM
I may have falsely gotten your hopes up. I have the Windows version of AE and the Object DataBase Connection driver is included. I assumed by now it was available on Mac too, but a quick search of Acclivity and the web reveals they still do not have the driver for Mac. For Mac they offer some Apple Scripts which can do some interesting things but nowhere near the long list of data that the ODBC driver has access to.
It seems that any ODBC solution (including a 3rd party Mac ODBC Overdrive program) would require a Windows version of AE to work. If you are Mac only you may want to consider the value of the time saved with the ODBC driver and buy a cheap PC (or boot camp) and get an additional Windows version of AE. Call customer service as they might give you a courtesy extra license for this specific singular need/use. In my experience Acclivity is pretty cool about stuff like this.
:-)
Dan
12 Posted by Dan R on 28 Jan, 2012 09:17 PM
Attached is an example ODBC pull from the Widgets file for just the "Customers" and "Items" data sections. Theses are not filtered down to fewer columns. There are also many more data sections available via the ODBC driver.
:-)
Dan
13 Posted by ray white on 28 Jan, 2012 09:18 PM
On the Mac you can use Applescript with FileMaker & create reports that are external to AccountEdge. The fields would also be available to be exported with the Applescript.
Ray White
Certified Consultant
http://www.raywhiteenterprises.com
14 Posted by Dan R on 28 Jan, 2012 09:57 PM
Ray-
Isn't it just the import and export feature of AE that AppleScript is utilizing? And if history info like LastSaleDate or LastPaymentDate are not exportable from the AE file menu then they are not available via AppleScript and thus won't meet Cheryl's needs? The 2010 sample AppleScripts I played with can not grab anywhere near the amount of data the ODBC driver can and would not get LastSaleDate or LastPaymentDate etc.
:-)
Dan
15 Posted by ray white on 30 Jan, 2012 05:05 AM
With AppleScript you can export records in to FileMaker or FileMaker Pro & create reports that the AccountEdge Program doesn't provide. While different than the ODBC from Windows, it can do pretty much do the same as thing. Some fields that are not available via the import/export would be available via the AppleScript.
16 Posted by Dan R on 30 Jan, 2012 08:20 PM
Hi Ray,
Using the 2010 AppleScript example Cards Export.scpt without any extra filtering does not extract LastSaleDate or LastPaymentDate. Are you saying that these are extractable via AppleScript, and if so what is the tell?