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Asset Records

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Stock/Product Creation
Customer/Supplier Prices
Bill of Material
Project Creation
Location Bins

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Simply extract, edit and import

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Import from Excel

50 Trans

Nominal Journals
Quotes/Invoices/Orders
Remote Orders
Product/Stock Adjustments
Sales Receipts
Quick OrderPad

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Transaction from Manual Input

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Multiple Transactions from CSV file

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Simply extract, edit and import

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Sage 200 Bins

Sage 200 Warehouse & Bins

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Manufacturing

200 Manufact.

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Labour, Machine, Tools

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Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

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Sage 200 : Extract/Amend/Import Asset Record

To extract Asset data simply press Extract button, on the PostTrans Toolbar, this will allow you to extract Asset data from Sage 200 2015 onwards.  You can also add filtering criteria in row 2.  

Asset Import in Sage 50

Amending Asset Data

Having extracted data, the user can now simply edit the Sage Asset data in Microsoft Excel, before re-importing it back into Sage 200.   Note only changed records will be updated in Sage.

Importing Asset Data

Simply add new lines to the spreadsheet from row 4 on-wards.  Then press Import button, on the PostTrans Toolbar, to import new Sage Asset records. 

Filter

The customer data can be extracted, using the Extract button, and optionally filtered.  see How to filter Sage 200 extracted data.

In Cell Search

The user can search for Nominal, Price List, Department codes by entering the start of the code. Or any part of name, see Code Search for more information.

Demonstration Video

To be recorded

The video shows how to easily Extract, Amend, and import Sage line 200 Asset data

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.

Asset Extract/Amend/Import

This PostTrans function allows the user to easily extract, amend, and import Sage 200 Asset data.

The cell A1 has a tag “Sage200asset” to designate the type of import.  It uses a series of tags, placed in row 1, to identify the data to be processed.   Import

These tags, listed in table below, can be easily added to a spreadsheet using the Tags button.  See Training for an explanation of this.

Asset Required fields

To Import/Extract/Amend Exchequer Enterprise Asset Data, the following Tags/Fields must be specified:

Sage200asset, AsErrorDesc, AsDelete, AsCode

Cell A1 must equal Sage200asset

AsCode is used to detect end of spreadsheet.  PostTrans will stop Importing/Amending, from row 4 on-wards, when this field is empty.

Restrictions

Cannot delete records

 

Tags for Asset Records

The following PostTrans tags can be used to extract/import Asset Records into Sage 200 .

See Online Training for Static templates for a full explanation of tags, and how PostTrans reads them to define the Extract/Import template.

Tag Name

Data Type

Description

Important Fields:

Sage200asset

Text

Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row
    Sage V2015 onwards

AsCRC

Text Req

Contains CRC number to help PostTrans detect changes in current row.
    Sage V2015 onwards

AsDelete

Text 1

Delete record if "X"
    Sage V2015 onwards

Details:

AsAssetno

Text 60 Req

Asset Number
    Sage V2015 onwards

AsDesc

Text 120 EOF Req

Description
    Sage V2015 onwards

AsInitialValue

Double Req

Initial Value
    Sage V2015 onwards

AsAcqDate

Date

Acquired Date
    Sage V2015 onwards

AsLastDate

Date Read

Last Depreciation Date
    Sage V2015 onwards

AsDispDate

Date

Disposed Date
    Sage V2015 onwards

Depreciation Details:

AsDepType^

Integer Req

Depreciation Type
    Sage V2015 onwards
        In Cell Searching values:Depreciation Type
                  1, Annual Straight Line
                  2, Period Straight Line
                  3, Annual Reducing Balance
                  4, Period Reducing Balance

AsDepPercent

Double Req

Depreciation Percent if Type=Reducing Balance
    Sage V2015 onwards

AsResidualValue

Double

Residual Value if Type=Straight Line
    Sage V2015 onwards

AsAssetLifeSpan

Integer Req

Asset Life Span if Type=Straight Line
    Sage V2015 onwards

AsBookVal

Double

Net Book Balance
    Sage V2015 onwards

AsBalNominal^

Text 16 Req

Balance Sheet Depreciation Account Number. If CC and DEP columns are mapped then the CC and DEP values will be written to separate columns, ohterwise NOMCODE/CC/DEP format
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table NOMbal

AsPLNominal^

Text 16 Req

Profit and Loss Depreciation Account Number. If CC and DEP columns are mapped then the CC and DEP values will be written to separate columns, ohterwise NOMCODE/CC/DEP format
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table NOMpl

Analysis:

AsManager

Text 60

Manager
    Sage V2015 onwards

AsLocation

Text 60

Location
    Sage V2015 onwards

AsAnalysis1

Text 60

Analysis1
    Sage V2015 onwards

AsAnalysis2

Text 60

Analysis2
    Sage V2015 onwards

AsAnalysis3

Text 60

Analysis3
    Sage V2015 onwards

Other:

AsBalCC^

Text 3

Balance Sheet Depreciation Account Cost Centre. Only use for setting with formula
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table CC

AsBalDep^

Text 3

Balance Sheet Depreciation Account Department. Only use for setting with formula
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table DEP

AsPLCC^

Text 3

Profit and Loss Depreciation Account Cost Centre. Only use for setting with formula
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table CC

AsPLDep^

Text 3

Profit and Loss Depreciation Account Department. Only use for setting with formula
How Nom/CC/Dep are specified
    Sage V2015 onwards
    In Cell Searching values in table DEP

ObjectStore Mappings:

AsUser1

Text 30

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

AsUser2

Text 30

User2

AsUser3

Text 30

User3

AsUser4

Text 30

User4

AsUser5

Text 30

User5

AsUser6

Text 30

User6

AsUser7

Text 30

User7

AsUser8

Text 30

User8

AsUser9

Text 30

User9

AsUser10

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.