MYOB EXO Business Utilities

MYOB EXO Business offers many utilities to facilitate processing of transactions. The following summarises their function and how to locate them for further evaluation.

Debtors

Invoice Number Search

Utilities > Debtors Utilities > Invoice number search

Searches for either Debtor or Creditor invoices, and allows viewing and reprinting

Prompt Payment Discount Calculation

Utilities > Debtors Utilities > Prompt Pay Discount Calculation

Manages the discount mechanism for debtor prompt payments

Price Policies and Price Rules

Utilities > Debtors Utilities > Setup Price Policies

Sets up pricing policies for stock items or stock groups, and applies then to accounts or account groups

Invoice Batch Printing

Reports > Debtors Reports > Debtor Invoice Batch Printing

Allows batch printing of invoices, for example after warehouse order supply

Statement Batch Printing

Reports > Debtors Reports > Debtor Statements

Performs debtor statement printing

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Creditors

Remittance Batch Printing

Reports > Creditor Reports > Creditor Remittances

Allows batch printing of remittance advices

Sales Orders/Purchase Orders

Archive Sales Orders / Purchase Orders

Utilities > Sales Order Utilities > Archive Sales Orders

Used to archive old sales order and purchase order transactions to help maintain an efficient system. Normally these records are no longer required once invoices have been created.

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Stock

Price Change Scheduler

Utilities > Stock Utilities > Price Change Scheduler

Allows new prices to be preloaded, ready to be instigated at a later date. This function should be compared with Price Policies which can also support time-bound pricing.

Price Update Utility

Utilities > Stock Utilities > Price Update Utility

Allows pricing structures to be updated by formula, including rounding

Setup Stock Serial

Utilities > Stock Utilities > Setup Stock Serial Numbers

Used to initially set up serial numbers and check and edit if needed. Serial number tracking is an optional feature that can be enabled.

Serial Stock Batch Codes

Utilities > Stock Utilities > Setup Stock Batch Codes

Used to initially set up batch numbers, and check and edit if needed. Batch number tracking is an optional feature that can be enabled.

Serial Number Tracking

Utilities > Stock Utilities > Serial Number Tracking

Serial numbers can be tracked directly on the stock item master, (Account> Stock> [search for item]> Serial Nos), or accessed from its own Serial Number Tracking menu. This gives the ability to show how and when the stock item came into the system (e.g. creditor/ purchase order/ inwards goods reference), and how and when it left the system (e.g. Debtor/ Sales order), and internally (e.g. works order), depending on the level of tracking detail selected for the stock item.

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