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Configuration of custom fields

• In MYOB Advanced, navigate to the AP Invoice screen (Accounts Payable\Bills and Adjustments and click on the customization link in the top right-hand corner of the screen.

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• Click on Edit Project.

• The below screen will appear when you click on the Data Access site menu.

• Then in the customized Data classes click on the Add button (+) and navigate to the table.
  APTran = Object for AP Invoice lines
  ARTran = Object for AR Invoice lines
  GLTran = Object for GL Transactions
  Click on the magnifying glass and search for the table name “APTran”.
  (GLTran for GL transaction lines and ARTran for AR Invoice lines).
  Select the object and click ok.
  

  

• Click on the ARTran data class on the site menu and on the right-hand side pane click on Add Field to create a new field.
  Enter the field name as well as the Display Name you would like seen displayed on the web forms.
  The field name should be aligned to with the MYOB Advanced naming convention.
  MAWBJobcode
  MAWBActivitycode
  MAWBWorkcentre
  “MA” = Developer field
  “WB” = Workbench
  Data type = String and Length is the character limit of the new field.
  

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• Click ok.
  You must publish the project before adding the new fields to the screen. Click on the Publish link in the top left-hand corner.
  

  

• Once the data class is published, we can add the custom fields on the screens.
  In the customization project screen navigate to the screens site menu and click on the relevant screen name.
  AP301000 – AP Invoices Screen
  AR301000 – AR Invoice Screen
  GL301000 – GL Journals screen
  

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• Navigate to the Tab section/Document details/Grid Transactions layout editor.
  Then navigate to the Add Data Fields tab and select the new custom fields by clicking on the tick box.
  Then click save. Refresh the layout editor and publish the project.
  Check the fields have come through to the relevant screens.
  

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MYOB Advanced Naming Conventions for Developer Partners

Naming conventions for MYOB Advanced are as follows:
MAWBfieldname
Each field name needs to be added to the object tables (APTran, ARTran and GLTran) “MA” unique identifier which differentiates external customisations.
“WB” identifier for Developer Partner Column Reqd Type Comments

Importing MYOB Advanced Workbench Integration Customisations in a new MYOB Advanced site

Navigate to System\Customisation\Process site menu and click on Publish Customisation. In this screen, we can export the customisation. Exports as a zip file, which includes the .xml file.
In the new MYOB Advanced site, we can import the .zip file using the Import link in the above screen.