Please note MYOB Desktop is an advanced product that you need to confident with networking to connect and administrate
Requirements:
AccountRight Desktop -> V2013 or later + a static IP
Before you start
Contact your network administrator to whitelist the following IP addresses
52.62.221.214
52.63.88.117
49.255.250.205
Setup a user with SYNC permissions
Get the MYOB Administrator of the supplier to setup a company ID called “Ordermentum” with access to (Cards, Inventory management, Sales)
Please ensure a random password (please do not use a dictionary based word)
IT requirements
Steps required from here:
1) Confirm your internet connection has a static IP (if so what is it?)
2) Confirm your MYOB machine / server is running on a PC with a private static IP on your network
3) Setup a port forwarding rule on your router which forwards inbound traffic on TCP 8080 to the internal IP of the PC in (2) above
A few other good bits of info would be:
- What is your model / router model
http://developer.myob.com/api/accountright/api-overview/getting-started/
So you know, you will need to ensure your MYOB server is on and going for orders to sync, hence what PC’s in the office will be able to access this ?
I will need to work off a PC when I am in there along with all staff utilising ordermentum in the Trial .Get the supplier to create a new user for you to log in with. You will need the Administrator of the MYOB account to do this. Try and get admin access
Instructions:
1. Login to Ordermentum: Under settings > Integrations > MYOB. Select version then click next.
2. You'll be prompted to provide you enter the Username (Ordermentum) & Password you created with Supplier above
URL: To get the URL go to http://<staticIP>:<portforwarding>/accountright/
You will be directed to a page which will show you your company file URL
Copy and paste the URL into the URL field and enter your Username (Ordermentum) and password to connect
3. You will then be prompted to configure your setup
Tips:
Default Delivery Status can be:
To Be Printed
To Be Emailed
To Be Printed And Emailed
Already Printed or Sent
Orders from Ordermentum can be synced in as an Order or Invoice
Suffix is the letter added to the end of the invoice number to a avoid invoice number duplication and also keeps the number sequence correct in MYOB for any manual invoices you create
Real-Time Sync invoices means once an order is placed or edited it automatically syncs to MYOB. It is recommend this is switched on.
For tax inclusive at order/invoice level check in your MYOB whether the ‘Tax Inclusive’ check box is ticked when your create an invoice.
Tax inc. ticked = On
Tax incl. Unticked = Off
Once connected you can then do a product sync to bring MYOB products into Ordermentum
Tips: On first product sync the products will go into and ‘Unsorted’ category in Ordermentum which you can then allocate to the appropriate categories.
Common Sync Errors and Resolutions
MYOB Error: Can’t access Company File
Error: `company file is read only`
Reason: Company had taken their Company File `offline` and therefore Ordermentum could not access the Company File. Turning it offline allows them to work faster..
Solution: Turn the Company File back online and edit/save to re-tigger an invoice sync.
MYOB Error: Insufficient item quantity to complete transaction
This means there is not enough inventory of a product to build the invoice in MYOB
Solution 1: Add inventory in MYOB & then edit + save
Solution 2: Change them to sync as “orders” not “invoices.” We don’t have to build inventory to create orders.
MYOB Error: Access denied (non administrator users)
Issue: We do not have access to insert SalesPerson onto an invoice.
Solution:
- Give Ordermentum access to insert invoices with SalesPerson
- Ordermentum needs certain access "cards"
Step 1: Give MYOB user access to Cards
- Set Up (top nav)
- User Access
- Manage Users Tab
- Select the Ordermentum User
- Check the box for "cards"
- Save
Step 2: Manage Card Access
- Set Up (top nav)
- User Access
- Manage Users Tab
- Select Cards
- Tick the box for "Employee Cards" (read only needed)
MYOB Error: Product salesCode not found in myob
Steps to fix the error:
- Export all products
- Check for missing Sales Codes
- Enter Sales Codes
- Edit and save this invoice to re-trigger a sync
MYOB Error: "Cannot update or delete order converted to invoice"
Basically, they have triggered a re-sync for an order. BUT, the order has already been converted to an invoice. This is a downside to sending orders into MYOB as an order and not an invoice.