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Operation Register Resources

Sage 200:Operation Records Resources

All of the following functionality requires the PostTrans Manufacturing Module.

PostTrans imports Operation Records Resources, which could be manually entered with the assistance of in-cell searching, using copy and paste, imported from CSV file or extracted from Sage 200 using the Extract button.

Extract/Import Sage 200 Operation Records Resources

Extract/Import Sage 200 Operation Records Resources

Explanation of this type of Import

This sheet allows the user to extract/update/create Operation records used in the Manufacturing Module.

This sheet allows the user to extract/update/create Operation Resource records, the child of Operation record, used in the Sage 200 Manufacturing Module.

The child records it creates are for the three different phases (0,Setup,1,Runtime,2,Teardown) of an Operation.

It assigns any one of the Resource Types (0,Labour,1,Labour Group,2,Machine,3,Machine Group,4,Tool,5,Tool Group)

To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.

Apart from column A these fields can be rearranged, hidden, and more columns mapped by using the Tags button to insert new tags. See 'Template Structure' section below.

Template Structure for Static Data

The template must have tag ‘Sage200manOpRegRes’ in cell A1 to instruct PostTrans that we are interested in Sage 200 Operation Records Resources, and that the sheet is a PostTrans Template.  Pressing Import or Extract on a blank sheet will either open an existing example or create basic template for you to customise.

Row 1 contains a series of tags, which denote to PostTrans the data to be read/written in each column. These tags, and data columns can be rearranged to suit your needs, and the tags are added using the Tags button. See on-line Training   Deleting the Tag name, in the cell, from this row removes the Sage 200 mapping.   Table of Operation Records Resources Tags

Close up of template Sage200manOpRegRes for Operation Records Resources

Close up of template Sage200manOpRegRes for Operation Records Resources

Hovering over these tags, in row 1, will show a comment which explains the tags purpose, data type and any other useful details.

Common Features

In-Cell Searching

Any Tag ending with ^ with have a in-cell search facility to look up associated values.  Use SPACE + TAB to see all values, or SPACE and TEXT to perform a text search on description. These are returned to the cell as "CODE, DESCRIPTION".  PostTrans only uses the CODE and ignores the comma and anything after it, thus data from a field would only need the CODE part of the data if from an external imported file.  

In-cell Searching can be turned off by removing the ^ from the end of the tag name, or name in first line of comment (Header cells) to disable in-cell searching for a single column, or header cell.  All in-cell searching can be turned off in SetupIn-cell searching.

Extracting the Data

The data extracted using the Extract button can be filtered, by entering criteria in row 2. Hover over cell A2 for instructions. Extracting Data

In addition to this some sheets have a OrrSearch tag/column. In this case the user can paste a list of codes in column, and press Extract button, to extract those records to the sheet. Entering a single code in this column will extract a single record.

Amending Operation Records Resources Data

Having extracted data, the user can now simply edit the Operation Records Resources in Microsoft Excel, before re-importing it back into Sage 200. 

PostTrans uses the tagged column OrrCRC to detect changes in rows.  Therefore, only records/rows which have changed since extraction are updated.  If you add or delete a tagged column, PostTrans will treat ALL rows as having changed, and thus ALL records will be updated on next Import.

Importing the Data

Simply press the Import button to validate and import the data into Sage 200.  PostTrans will read the Header cells and then process the rows of data until OrrRef column contains no data. The Sage Company imported into can be set in the Setup window.

PostTrans ONLY edits those fields listed on the sheet when importing, thus any existing values, on a record, are unaffected.   New records may have default values for certain fields.

File Import Button

This can be enabled in Setup to easily import cvs, or fixed length files, into sheet for importation.   Formula can also be added, or macros/VBA to manipulate this data before importation.   Import from CSV file.

Validation

Any values and associated codes will be invalid during import.   The cursor will be moved to highlight any problems in data.

Evaluation and License

This functionality will work with Sage Demo data without a license. A license is required to import into any other Sage Company.  Pricing

Delete Records

The Tag/Column OrrDelete can be used to delete records, following the usual Sage 200 rules.

What else can I do?

Other Sage 200 Extract/Import types

Frequently Asked Questions?

Got another question? It may well be covered on our Frequently Asked Questions page.

Other Useful Topics

Clear Transaction and copy down formula

PostTrans Tags which map to Sage 200

Not all these tags/columns are needed. The table below lists the required and recommended:

Tag Name

Data Type

Description

Important Fields:

Sage200manOpRegRes

Text Req

Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row

OrrCRC

Text Req

Contains CRC number to help PostTrans detect changes in current row.

OrrDelete

Text 1

Delete record if "X"

OrrSearch^

Text 8 Req

Search for record by entering code or pasting list, at top of column, and pressing Extract button
    In Cell Searching values in table ManOpRegCode

Resourse List:

OrID

Integer Req

Record ID. This is used to update Operation resource record in Sage 200. If the Parent Operation Referance has changed, i.e. created new record, then it will be ignored and new record created with ID written back.

OrOpRef^

Text 30

Operation Reference
    In Cell Searching values in table ManOpRegCode

OrrSeq

Integer Req

Sequence within BOM/Operation, this should not be edited. See notes

OrrPhase^

Text 30

Phase
        In Cell Searching values:Phase
                  0, Setup
                  1, Runtime
                  2, Teardown

OrrResType^

Text 30

Resourse Type
        In Cell Searching values:Resource Type
                  0, Labour
                  1, Labour Group
                  2, Machine
                  3, Machine Group
                  4, Tool
                  5, Tool Group

OrrRef^

Text 30 EOF

Reference
    In Cell Searching values in table ManOpRegRes_Ref

OrrDesc

Text 50

Description. If not included, or blank then uses description from resource

OrrPri

Yes/NoTF

Primary

OrrSec

Yes/NoTF

Secondary

Resource Details:

OrrRate

Double

Overlap Qty

OrrQty

Double

Overlap Qty

Time Details:

OrrHours

Integer

Hours

OrrMins

Integer

Minutes

OrrSecs

Integer

Seconds

OrrFixedLen

Yes/NoTF

Fixed Length

OrrFixedQty

Double

Fixed Qty

OrrManLev

Double

Manning Level

OrrNotes

Memo

Notes


Req = Field is required    EOF = End of file, Stop when no more values    

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.


Related Example Sheets

You can easily access the example sheets by pressing Help button, on the PostTrans Toolbar to access these related examples, or downloading them from the links below.

To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.

Bill of Materials:

 

Bill of Material Version (Module: Manufacturing)

Sheet:'BOM'
Import/Extract Bill of Material Versions
   Help article for BOM Items with Versions

 

Bill of Material Items (Module: Manufacturing)

Sheet:'BOM Items'
Import/Extract Bill of Material Items
   Help article for BOM Items

Manufacturing:

 

Labour (Module: Manufacturing)

Sheet:'Labour'
Import/Extract Labours
   Help article for Labour

 

Labour Group (Module: Manufacturing)

Sheet:'LabourGrp'
Import/Extract Labour Groups

 

Tool (Module: Manufacturing)

Sheet:'Tool'
Import/Extract Tools

 

Tool Group (Module: Manufacturing)

Sheet:'ToolGrp'
Import/Extract Tool Groups
   Help article for Tool Group

 

Machine (Module: Manufacturing)

Sheet:'Machine'
Import/Extract Machines

 

Machine Group (Module: Manufacturing)

Sheet:'MachineGrp'
Import/Extract Machine Groups

 

Operation (Module: Manufacturing)

Sheet:'Operation'
Import/Extract Operations
   Help article for Operations

 

Operation Resources (Module: Manufacturing)

Sheet:'Operation Resources'
Import/Extract Operation Resources
   Help article for Operation Resources