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Labour, Machine and Tools

Sage 200:Labour, Machine and Tools (and Groups)

All of the following functionality requires the PostTrans Manufacturing Module.

PostTrans imports Labour, Machine and Tools (and Groups), 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 Labour, Machine and Tools (and Groups)

Extract/Import Sage 200 Labour, Machine and Tools (and Groups)

Explanation of this type of Import

The above example shows importation of Labour records in the Manufacturing Module. The principle is exactly the same for Tools, Machines, Labour Groups, Machine Groups and Tools Groups. See Tags section at the bottom of this page for each field listed.

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.

Customised User Defined Fields

For this type of import, PostTrans can be map Excel fields to customised user defined fields.

Demonstration Video

 
 
   Sage 200 – Edit Manufacturing Labour using PostTrans
  0:00 Video Introduction
  1:50 Open Labour Import template
  2:50 Extract Labour records
  3:00 Editing All Records
  3:30 Import Changes
  4:50 Extracting single records for edit
  4:30 Add new record
  5:20 Extracting from a list of codes
  6:00 Delete Labour Record
  6:30 Labour Groups, Tools, etc
 
 

Template Structure for Static Data

The template must have tag ‘Sage200manLab’ in cell A1 to instruct PostTrans that we are interested in Sage 200 Labour, Machine and Tools (and Groups), 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 Labour, Machine and Tools (and Groups) Tags

Close up of template Sage200manLab for Labour, Machine and Tools (and Groups)

Close up of template Sage200manLab for Labour, Machine and Tools (and Groups)

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 MlSearch 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 Labour, Machine and Tools (and Groups) Data

Having extracted data, the user can now simply edit the Labour, Machine and Tools (and Groups) in Microsoft Excel, before re-importing it back into Sage 200. 

PostTrans uses the tagged column MlCRC 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 MlReferance 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 MlDelete 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:

Tags for Labour Group Template

Tag Name

Data Type

Description

Important Fields:

Sage200manLabGrp

Text Req

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

LgCRC

Text Req

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

LgDelete

Text 1

Delete record if "X"

LgReferance

Text 30 EOF Req

Referance

LgSearch^

Text 30 Req

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

LgDesc

Text 60 Req

Description

Analysis - Nominal Codes:

LgNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

LgOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

LgNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

LgOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

LgNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

LgOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

LgCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

LgPW

Yes/NoTF

Piece Work

LgAllowOvr

Yes/NoTF

Allow cost rate overide

LgCostRate

Double

Cost Rate

LgPWQty

Double

Piece Work Qty

LgOvrRecover

Double

Overhead Recovery

LgEfficiency

Double

Efficiency %


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.

Tags for Labour Template

Tag Name

Data Type

Description

Important Fields:

Sage200manLab

Text Req

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

MlCRC

Text Req

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

MlDelete

Yes/No

Delete record if "X"

MlSearch^

Text 30 Req

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

Common:

MlReferance

Text 30 EOF Req

Referance code

StDesc

Text 60 Req

Description

General:

MlGroup^

Text 30 Req

Group
    In Cell Searching values in table ManLabourGroup

Analysis - Nominal Codes:

MlNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

MlOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

MlNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

MlOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

MlNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

MlOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

MlCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

MlPW

Yes/NoTF

Piece Work

MlAllowOvr

Yes/NoTF

Allow cost rate overide

MlCostRate

Double

Cost Rate

MlPWQty

Double

Piece Work Qty

MlOvrRecover

Double

Overhead Recovery

MlEfficiency

Double

Efficiency %

Operations:

MlNotes

Memo

Notes

ObjectStore Mappings:

MlUser1

Text 30

10 user defined fields which can be mapped to Sage ObjectStore Builder customisations
How to map Sage ObjectStore Builder customisations

MlUser2

Text 30

User2

MlUser3

Text 30

User3

MlUser4

Text 30

User4

MlUser5

Text 30

User5

MlUser6

Text 30

User6

MlUser7

Text 30

User7

MlUser8

Text 30

User8

MlUser9

Text 30

User9

MlUser10

Text 30

User10


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.

Tags for Tool Template

Tag Name

Data Type

Description

Important Fields:

Sage200manTool

Text Req

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

MtCRC

Text Req

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

MtDelete

Yes/No

Delete record if "X"

MtSearch^

Text 30 Req

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

Common:

MtReferance

Text 30 EOF Req

Referance code

MtLocation

Text 50

Location

MtDim

Text 50

Dimension

ScDesc

Text 60 Req

Description

General:

MtGroup^

Text 30 Req

Group
    In Cell Searching values in table ManToolGroup

Analysis - Nominal Codes:

MtNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

MtOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

MtNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

MtOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

MtNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

MtOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

MtCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

MtFullServHrs

Double

Full Service Hours

MtAllowOvr

Yes/NoTF

Allow cost rate overide

MtCostRate

Double

Cost Rate

MtOrdServHrs

Double

Ordinary Service Hours

MlOvrRecover

Double

Overhead Recovery

MlEfficiency

Double

Efficiency %

MtServInt

Double

Service Interval

MtServIntUn^

Text 30

Service Interval Units
        In Cell Searching values:Interval
                  0, Hours
                  1, Days
                  2, Weeks
                  3, Fortnight
                  4, Months
                  5, Quarters
                  6, Years

MtCalInt

Double

Calibration Interval

MtCalIntUn^

Text 30

Calibration Interval Units
        In Cell Searching values:Interval
                  0, Hours
                  1, Days
                  2, Weeks
                  3, Fortnight
                  4, Months
                  5, Quarters
                  6, Years

MtSourceCal

Text 50 Req

Source Calibration

MtOrgCert

Text 50 Req

Original Certificate

MtSerialNo

Text 50 Req

Serial Number

MtRange

Text 50 Req

Range

MtType

Text 50 Req

Type

Operations:

MlNotes

Memo

Notes

ObjectStore Mappings:

MtUser1

Text 30

10 user defined fields which can be mapped to Sage ObjectStore Builder customisations
How to map Sage ObjectStore Builder customisations

MtUser2

Text 30

User2

MtUser3

Text 30

User3

MtUser4

Text 30

User4

MtUser5

Text 30

User5

MtUser6

Text 30

User6

MtUser7

Text 30

User7

MtUser8

Text 30

User8

MtUser9

Text 30

User9

MtUser10

Text 30

User10


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.

Tags for Tool Group Template

Tag Name

Data Type

Description

Important Fields:

Sage200manToolGrp

Text Req

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

TgCRC

Text Req

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

TgDelete

Text 1

Delete record if "X"

TgReferance

Text 30 EOF Req

Referance

TgSearch^

Text 30 Req

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

TgDesc

Text 60 Req

Description

Analysis - Nominal Codes:

TgNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

TgOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

TgNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

TgOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

TgNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

TgOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

TgCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

TgAllowOvr

Yes/NoTF

Allow cost rate overide

TgCostRate

Double

Cost Rate

TgOvrRecover

Double

Overhead Recovery

TgEfficiency

Double

Efficiency %


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.

Tags for Machine Template

Tag Name

Data Type

Description

Important Fields:

Sage200manMac

Text Req

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

McCRC

Text Req

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

McDelete

Yes/No

Delete record if "X"

McSearch^

Text 30 Req

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

Common:

McReferance

Text 30 EOF Req

Referance code

McLocation

Text 50 Req

Location

McDim

Text 50 Req

Dimension

ScDesc

Text 60 Req

Description

General:

McGroup^

Text 30 Req

Group
    In Cell Searching values in table ManMachineGroup

Analysis - Nominal Codes:

McNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

McOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

McNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

McOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

McNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

McOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

McCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

McFullServHrs

Double

Full Service Hours

McAllowOvr

Yes/NoTF

Allow cost rate overide

McCostRate

Double

Cost Rate

McOrdServHrs

Double

Ordinary Service Hours

MlOvrRecover

Double

Overhead Recovery

MlEfficiency

Double

Efficiency %

McServInt

Double

Service Interval

McServIntUn^

Text 30

Service Interval Units
        In Cell Searching values:Interval
                  0, Hours
                  1, Days
                  2, Weeks
                  3, Fortnight
                  4, Months
                  5, Quarters
                  6, Years

McCalInt

Double

Calibration Interval

McCalIntUn^

Text 30

Calibration Interval Units
        In Cell Searching values:Interval
                  0, Hours
                  1, Days
                  2, Weeks
                  3, Fortnight
                  4, Months
                  5, Quarters
                  6, Years

McSourceCal

Text 50 Req

Source Calibration

McOrgCert

Text 50 Req

Original Certificate

McSerialNo

Text 50 Req

Serial Number

McRange

Text 50 Req

Range

McType

Text 50 Req

Type

Operations:

MlNotes

Memo

Notes

ObjectStore Mappings:

McUser1

Text 30

10 user defined fields which can be mapped to Sage ObjectStore Builder customisations
How to map Sage ObjectStore Builder customisations

McUser2

Text 30

User2

McUser3

Text 30

User3

McUser4

Text 30

User4

McUser5

Text 30

User5

McUser6

Text 30

User6

McUser7

Text 30

User7

McUser8

Text 30

User8

McUser9

Text 30

User9

McUser10

Text 30

User10


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.

Tags for Machine Group Template

Tag Name

Data Type

Description

Important Fields:

Sage200manMacGrp

Text Req

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

MgCRC

Text Req

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

MgDelete

Text 1

Delete record if "X"

MgReferance

Text 30 EOF Req

Referance

MgSearch^

Text 30 Req

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

MgDesc

Text 60 Req

Description

Analysis - Nominal Codes:

MgNom^

Text 16

Nominal
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

MgOvr^

Text 16

Overhead
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

Analysis - Nominal Cost Center:

MgNomCC^

Text 3

Nominal CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

MgOvrCC^

Text 3

Overhead CC
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

Analysis - Nominal Department:

MgNomDep^

Text 3

Nominal Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

MgOvrDep^

Text 3

Overhead Dep
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Costing:

MgCostHeading^

Text 30 Req

Cost Heading
    In Cell Searching values in table ManCostHeading

MgAllowOvr

Yes/NoTF

Allow cost rate overide

MgCostRate

Double

Cost Rate

MgOvrRecover

Double

Overhead Recovery

MgEfficiency

Double

Efficiency %


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