Inventory and Order Management: Changes to Summary Area Totals

In previous versions of MYOB Acumatica, the Summary area of multiple data entry forms included information that was irrelevant to the majority of MYOB Acumatica users, such as the VAT Exempt Total and VAT Taxable Total boxes. In some cases, this area of the form did not include some key information that was needed by many users. For example, the Discount Total box displayed the total of document-level and group-level discounts but did not include line-level discounts. Users had to manually calculate the total amount of all discounts applied to a document.

In MYOB Acumatica 2024.1.1, the following forms have been modified to improve the user experience and provide better visibility of important data in the Summary area:

Sales Orders (SO301000)
Invoices (SO303000)
Purchase Orders (PO301000)

For details on form changes in other functional areas of MYOB Acumatica, see the following topics:

Changes to the Sales Orders Form

The following changes have been made to the Summary area of the Sales Orders (SO301000) form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

Approved check box

Removed

The check box has been removed due to being redundant.

Detail Total box (see Item 1 in the screenshot below)

Added

The total amount of all lines in the document before deductions, such as discounts—that is, the sum of the amounts in the Ext. Price column on the Details tab.

The box does not appear for a transfer order.

Line Discounts box (Item 2)

Added

The sum of the amounts in the Discount Amount column in the lines on the Details tab.

The box does not appear for a transfer order.

Document Discounts box (Item 3)

Renamed

The sum of the amounts in the Discount Amt. column in the lines with Group and Document in the Type column on the Discounts tab if the Customer Discounts feature is enabled on the Enable/Disable Features form.

If the Customer Discounts feature is disabled on the Enable/Disable Features form, a user can enter a document-level discount manually. This manual discount has no discount code or sequence and is not recalculated by the system. If the manual discount needs to be changed, the user has to correct it manually.

This box was previously named Discount Total.

The box does not appear for a blanket sales order or transfer order.

Freight Total box (Item 4)

Added

The sum of the amounts in the Freight Price and Premium Freight Price boxes on the Totals tab.

This box does not appear for a blanket sales order or transfer order.

Description box (Item 5)

Changed

A brief description of the document.

This box now has two lines.

Figure 1. The Summary area of the Sales Orders form

The following changes have been made to the Totals tab of the Sales Orders form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

VAT Totals section (see Item 1 in the screenshot below)

Added

A section with VAT totals.

The following elements have been renamed and moved from the Summary area to this new section:

VAT Exempt. The box previously had the VAT Exempt Total name.
VAT Taxable. The box previously had the VAT Taxable Total name.

Line Total box

Removed

See the description of the Goods box.

Goods box (Item 2)

Added

The total amount of the lines with stock items or with non-stock items that have the Require Shipment check box selected on the Non-Stock Items (IN202000) form before any deductions, such as discounts—that is, the sum of the amounts in the Ext. Price column of the Details tab of the Sales Orders form. These are the lines that have Goods for Inventory or Non-Inventory Goods specified in the Line Type column (which is hidden by default).

The Goods box has been added to the Order Totals section instead of the Line Total box.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features form. The box does not appear for a transfer order.

Misc. Total box

Removed

See the description of the Misc. Charges box.

Misc. Charges box (Item 3)

Added

The total amount of the lines with non-stock items that have the Require Shipment check box cleared on the Non-Stock Items form before any deductions, such as discounts—that is, the sum of the amounts in the Ext. Price column of the Details tab of the Sales Orders form. These are the lines that have Misc. Charge specified in the Line Type column.

The Misc. Charges box has been added to the Order Totals section; it replaces the Misc. Total box.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features form. The box does not appear for a transfer order.

Line Discounts box (Item 4)

Added

The sum of the amounts in the Discount Amount column in the lines on the Details tab.

The box has been added to the Order Totals section.

This box does not appear for a transfer order.

Document Discounts box (Item 5)

Added

If the Customer Discounts feature is disabled on the Enable/Disable Features form, this box shows the discount that a user has manually entered in the Document Discounts box in the Summary area of the form.

The box has been added to the Order Totals section.

The box does not appear for a blanket sales order or transfer order.

Shipment and Invoice Info section (Item 8)

Renamed

The totals related to shipments and invoices generated for the sales order.

This section was previously called Calculated Amounts and Quantities.

Figure 2. The Totals tab of the Sales Orders form

Changes to the Invoices Form

The following changes have been made to the Summary area of the Invoices (SO303000) form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

Detail Total box (see Item 1 in the screenshot below)

Changed

The total amount of all lines in the document before deductions, such as discounts—that is, the sum of the amounts in the Ext. Price column on the Details tab.

In the previous versions of MYOB Acumatica, this amount did not include discounts.

Line Discounts box (Item 2)

Added

The sum of the amounts in the Discount Amount column in the lines on the Details tab.

Document Discounts box (Item 3)

Renamed

This box was previously named Discount Total.

The box does not appear for a blanket sales order or transfer order.

Freight Total box (Item 4)

Added

The sum of the amounts in the Freight Price and Premium Freight Price boxes on the Freight tab.

Balance box (Item 5)

Moved

The balance of the document.

The box is now shown after the Amount box.

Figure 3. The Summary area of the Invoices form

The following changes have been made to the Financial tab of the Invoices form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

VAT Exempt box (see Item 1 in the screenshot below)

Moved

The document total that is exempt from VAT.

The box has been renamed from VAT Exempt Total to VAT Exempt and moved from the Summary area to the new VAT Totals section.

VAT Taxable box (Item 2)

Moved

The document total that is subject to VAT.

The box has been renamed from VAT Taxable Total to VAT Taxable and moved from the Summary area to the new VAT Totals section.

Figure 4. The Financial tab of the Invoices form

The following change has been made to the right side of the Applications tab of the Invoices form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

Write-Off Total box

Added

The total amount of all payments that have been applied to the invoice.

This box has been moved from the Summary area.

Figure 5. The Applications tab of the Invoices form

Changes to the Purchase Orders form

The following changes have been made to the Summary area of the Purchase Orders (PO301000) form (see the screenshot below the table).

Element

Difference from the Previous Version

Description

Approved check box

Removed

The check box has been removed due to being redundant.

Line Total box

Removed

See the description of the Detail Total box.

Detail Total box (see Item 1 in the screenshot below)

Added

The total amount of all lines in the document before deductions, such as discounts and retainage—that is, the sum of the amounts in the Ext. Cost column on the Details tab.

This box replaces the Line Total box, which was previously located in this area.

Line Discounts box (Item 2)

Added

The sum of the discounts in the Discount Amount column in the lines on the Details tab.

Document Discounts box (Item 3)

Renamed

The sum of the amounts in the Discount Amt. column in the lines with Document in the Type column on the Discounts tab if the Vendor Discounts feature is enabled on the Enable/Disable Featuresform.

If the Vendor Discounts feature is not enabled on the Enable/Disable Features form, a user can enter a document-level discount manually. This manual discount has no discount code or sequence and is not recalculated by the system. If the manual discount needs to be changed, the user has to correct it manually.

This box was previously named Discount Total.

Retainage Total box (Item 4)

Moved

The total retainage amount for all lines added to the current purchase order, including retained taxes.

This box is now shown under the Order Total box.

Figure 6. The Summary area of the Purchase Orders form

The following changes have been made to the Other tab of the Purchase Orders form (see the screenshot below the table.

Element

Difference from the Previous Version

Description

Order Info section (see Item 1 in the screenshot below)

Added

A section with miscellaneous order information.

The following elements, which already existed on this tab, have been moved to this new section:

Branch box
Requisition Ref. Nbr. box
Normal PO Nbr. box
Originating PO Nbr. box
Workgroup ID box
Do Not Print check box
Printed check box
Do Not Email check box
Emailed check box
Allow AP Bill Before Receipt check box

Retainage Settings section (Item 2)

Added

A section with the retainage settings.

The following elements, which already existed on this tab, have been moved to this new section:

Apply Retainage check box
Retainage Percent box

VAT Totals section (Item 3)

Added

A section with VAT totals.

The following elements have been renamed and moved from the Summary area to this new section:

VAT Exempt. The box previously had the VAT Exempt Total name.
VAT Taxable. The box previously had the VAT Taxable Total name.

Order Totals section (Item 4)

Added

A section with the total amounts of lines and discount totals.

The following new elements (which are described in their own rows below) have been added to this new section:

Goods
Services
Line Discounts
Document Discounts

Goods box

Added

The total amount of the lines with stock items and with non-stock items that have the Require Receipt check box selected on the Non-Stock Items (IN202000) form before any deductions, such as discounts and retainage—that is, the sum of the amounts in the Ext. Cost column of the Details tab of the Purchase Orders form. These are the lines that have a type other than Service, Freight, and Description in the Line Type column.

The box appears only if the Inventory feature is enabled on the Enable/Disable Features form.

Services box

Added

The total amount of the lines of the lines with non-stock items that have the Require Receipt check box cleared on the Non-Stock Items form before any deductions, such as discounts and retainage—that is, the sum of the amounts in the Ext. Cost column of the Details tab of the Purchase Orders form. These are the lines that have Service specified in the Line Type column.

This box appears only if the Inventory feature is enabled on the Enable/Disable Features form. If the Inventory feature is disabled, this value is shown in the Detail Total box in the Summary area.

Line Discounts box

Added

The sum of the amounts in the Discount Amount column in lines on the Details tab.

Document Discounts box

Added

If the Vendor Discounts feature is not enabled on the Enable/Disable Features form, this box shows the discount that a user has manually entered in the Document Discounts box in the Summary area of the form.

Billing Info section (Item 5)

Added

A section with the billing information of the order.

The following elements, which already existed on this tab, have been moved to this new section:

Unbilled Quantity box
Unbilled Amount box
Unbilled Prepayment Total box
Unpaid Amount box

Figure 7. The Other tab on the Purchase Orders form

Changes to the Mobile App Screens

The following changes (shown in the screenshots below) have been made to the inventory and order management screens in the MYOB mobile app:

On the Sales Orders screen, the following changes have been made:
- The Line Discounts box (see Item 1 in the screenshots below) has been added.
- The Document Discounts box (Item 2) is now shown instead of the Discount Total box.
- The Freight Total box (Item 3) has been added.
On the Purchase Orders screen, the following changes have been made:
- The Detail Total box (Item 4) is now shown instead of the Line Total box.
- The Line Discounts box (Item 5) has been added.
- The Document Discounts box (Item 6) is now shown instead of the Discount Total box.
- The VAT Exempt Total and VAT Taxable Total boxes have been moved to the Other tab and renamed to VAT Exempt and VAT Taxable, respectively (Item 7).

Figure 8. Changes to the mobile app interface

Changes to the Self-Service Portal

In the Self-Service Portal, the Discount Total box has been renamed to Document Discounts (see the following screenshot) on the Checkout (SP700002) form.

Figure 9. The Checkout form

Upgrade Notes

During an upgrade to MYOB Acumatica 2023 R2, for all documents created on the Invoices (SO303000) form in previous versions of MYOB Acumatica, the system will recalculate the values in the Detail Total box in the Summary area.