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Multiple Transactions from CSV file

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Sage 200 Bins

Sage 200 Warehouse & Bins

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Archive by category: Sage Line 200Return

Sage 200 Stock Locations/Bins

Sage 200 Stock Locations/Bins
On Stock Record CreationRequires PRO version of PostTransPostTrans will create a Stock item given the new Stock code, Description and Stock Group.  But in order to be active, Sage 200 needs to create a location to store the stock.  This can be set in system Setup under the “Stock” tab.   Further Location related data can be accessed by using tags.  Tags StCreateLoc,StCreateBin, StCreateMin, StCreateMax, StCreateReorder optionally allow the further location details to be defined at the point of...
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Categories: Sage Line 200, Static Data | Tags:

Sage 200 Stock Price Band Prices (Pro Version)

Sage 200 Stock Price Band Prices (Pro Version)
Sage line 200 stock prices can easily be edited using PostTrans within Excel. Using the example provided “Stock Prices”, you can extract up to 10 price bands at once, into columns, edit the data, and post back any changed stock price values back into Sage 200. The video below demonstrates this, by first extracting whole series of price bands from Sage 200, editing the values, and updating the prices within Sage 200. Standard prices can be specified by entering a X in the cell.        ...
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Categories: Sage Line 200, Static Data | Tags:

Sage 200 Stock Analysis Search Values

Sage 200 Stock Analysis Search Values
Search Categories ValuesRequires PRO version of PostTransTags StSearch1-32 can be specified, to extract/amend or import stock Search Category Values. When extracted tag StSearch1-32 contains the Search Category as defined at Product Group Level. StSearVal1-32 column then contains the values associated with the selected category.Demonstration video      Edit Stock Search Category Values using PostTrans : 0:40 What we are editing in Sage 200 stock record  1:30 Extract Search values, edit import ch...
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Categories: Sage Line 200, Static Data | Tags:

Sage 200 Stock Supplier Prices (Pro Version)

Sage 200 Stock Supplier Prices (Pro Version)
Tags StSuppCode1-5 can be specified, to extract/amend or import stock supplier information. When extracted tag StSuppCode1 contains the preferred supplier, and name. To delete a supplier from the supplier list, simply delete the code in StSuppCode1-5 cell, and press Import. Demonstration Video                                                                                                                                                                                                      ...
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Categories: Sage Line 200, Static Data | Tags:

Sage 200 Alternative Stock

Alternative Stock Requires PRO version of PostTrans Demonstration Video The video shows how to use PostTrans for Sage 200, to import, or amend stock records, Alternate code database, in Sage 200 from within Excel.         Sage 200 Easily Import/Amend - Alternate Stock Codes Records from within Excel   0:00 Intro   0:33 Product demo   0:50 Extract Stock Records with Alternate Stock Cod...
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Categories: Sage Line 200, Static Data | Tags:

Sage 50 Transaction Product Descriptions

Sage 50 Transaction Product Descriptions
In a PostTrans transaction template, PostTrans scans down the sheet until it finds 5 consecutive blank description lines,and then posts the transaction.  Thus the tag TLDesc is used to detect the “End of File”.Service TransactionsService Invoices can be imported using the Transaction type ‘SSI, Sales Service Invoice’.   This allows allows a simpler import:is imported as:Description of a ProductTransaction type ‘SQ,Sales Quote’, ‘SO,Sales Order’, ‘SI,Sales Invoice’, ‘PO,Purchase Order’...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Expand Bill of Materials

Expand Bill of Materials
Depending on the options, PostTrans will expand a product with Bill of Materials, to list the sub items description in the Bill of Materials:Thus when we select a BOM item, PostTrans inserts the description of all the items:The descriptions will be imported as S3 items depending on the settings for text.  see Sage 50 Transaction Product Descriptions
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Categories: Fast Orders Entry, Transaction Data | Tags:

Sage 50/200 In Cell Searching

Sage 50/200 In Cell Searching
Often the user is required to enter a code while entering Sage 50/200 data in to a PostTrans template. PostTrans code search allows the user to easily search for that code, by simply entering the start of the code, and moving to the next cell using tab or enter key. If only one match exists then that value is used, otherwise all matches are shown for selection. After selection the code is written back to the cell with it description. CODE, Description PostTrans strips the description off the con...
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Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Common Functions, Fast Orders Entry, Nominal | Tags:

Protecting the PostTrans template

Protecting the PostTrans template
Excel Spreadsheets, and thus PostTrans templates, can be protected from users editing the spreads sheet.   Many methods can help protect the PostTrans template: Hiding Sections of the template Putting the Header fields in hidden section of template Grouping sections, to temporally hide sections Make template file read only Save the template as a Excel Template – User cannot change the template Disable the PostTrans Setup button Protect sections of the sheet, to stop users editing cer...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry, Nominal | Tags:

Importing CSV/Fixed file into Sage 50, 200 and Xero

Importing CSV/Fixed file into Sage 50, 200 and Xero
This article explains how import delimited, or fixed length, text file into Sage 50, using PostTrans which has the following advantages: Interactive Data Validation Optional Confirmation before import Print or e-mail transactions after import PRO Import SINGLE file or ALL files from directory Archive file to processed directory after successful import, so use only new files which have not been imported Run batch file before selecting file Easy to use interface for end users, simply press the Fil...
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Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Nominal | Tags:
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