MYOB AccountRight and DSD Salesforce
Integrating MYOB with DSD Salesforce and DSD SmartOrder is not difficult but there are some Integration variables you need to be aware of.
The ItemCustom fields or lists will typically be mapped to categorisation fields in the DSD Assist Portal so build the product trees for our mobile applications
UseDocNoAsTrxnNo
We generate our own transaction reference number that can be used in MYOB as the Invoice No. It is our recommendation not to do this and allow MYOB to assign the number. In doing this it is important that you enable Warn for Duplicate in MYOB otherwise duplicate numbers can be generated by MYOB
UploadORDas and UploadQUOas
The DSD Mobile applications generate an ORD transaction for a Sales Order and a QUO transaction for a Quotation. These Integration settings determine what transaction type to create in MYOB. Possible values are SalesOrder:Open or SalesQuote:Open and SalesInvoice:Open
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