To Select an Existing Project

Because the MYOB Advanced Customization Platform uses a customization project as a container for the customization items, the platform does not permit you to perform any customization without starting a customization project.

You can select an existing customization project in the following ways:

To Select a Customization Project from the Customization Menu

To create a customization project from the Customization Menu, perform the following actions:

  1. On any form of MYOB Advanced, click Customization > Select Project, as the following screenshot shows (item a).
  2. In the Select Customization Project Dialog Box, which opens, click the Project Name selector and select a project name (items b and c).
  3. In this dialog box, click OK (item d) to select the project and close the dialog box.
    Figure 1. Selecting a customization project from the Customization menu


To Select a Customization Project from the Element Inspector

Suppose that you have not selected a customization project. If in the Element Properties Dialog Box, you have tried to perform customization by clicking Customize, Actions > Customize Business Logic, or Actions > Customize Data Fields, the inspector opens the Select Customization Project dialog box to force you to select a customization project.

To select a customization project, in the Select Customization Project dialog box, perform the following actions:

  1. In the Project Name selector, select a project name.
  2. Click OK to select the project and to close the dialog box.