Menu

Nominal Records

Save time updating

Sage 50

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

Sage 200

Simply extract, edit and import

Xero

Import from Excel

50 Trans

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

200 Trans

Transaction from Manual Input

Image Alt TextImage Alt Text

Multiple Transactions from CSV file

Xero

Solve the Puzzle?

Sage 50

Help on every type of import
Demo Video of all functionality
Loads of Examples included
Online Training
We can help too…

Sage 200

Image Alt Text

Xero

Great Customer Satisfaction

Customer Comments

Full Trial with Demo Data
Low cost Subscription
Cancel anytime
From a £1 a day
Saving you hours

Simply extract, edit and import

Power of Excel

Sage 50

Quick Template Creation
Customise with:
    Formula
    Macros
    VBA

Sage 200

To reach your goals quickly

Sage 200

Sage 200 Bins

Sage 200 Warehouse & Bins

Create Sage 200 Bins
Stock Take Bins
Move Bin Stock

Fast, cost effective, easy…

Image Alt TextImage Alt Text

Manufacturing

200 Manufact.

Create BOM Stock Easily
Create Bill of Materials
Labour, Machine, Tools

Image Alt Text

Complex tasks quicker...

50 BOM

Project Accounting

200 Projects

Create Project Structure
Update Budgets
Simple Project Entry

Make life easier...

Image Alt Text50 Projects

Sage 200 : Import Nominal Record

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

Nominal Import in Sage 50

Amending Nominal Data

Having extracted data, the user can now simply edit the Sage Nominal data in Microsoft Excel, before re-importing it back to Sage 200.   Only changed records will be updated in Sage.

Importing Nominal 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 Nominal 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 associated 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 50 Nominal 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.

Nominal Extract/Amend/Import Template

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

The cell A1 has a tag “Sage200nom” to designate the type of import.  It uses a series of tags, placed in row 1, to identify the data to be processed.  

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

Nominal Required fields

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

Sage200nom, NoErrorDesc, NoCode, NoName

Cell A1 must equal Sage200nom

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

Restrictions

You can edit Nominal Records, such as the bedget figures, but not add new ones.

 

Tags for Nominal Records

The following PostTrans tags can be used to extract/import Nominal 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:

Sage200nom

Text Req

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

NmCRC

Text Req

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

NmDelete

Text 1 Req

Delete record if "X"

Account:

NmCode

Text 8 EOF Req

Code

NmName

Text 60 Req

Name

NmCostCentre^

Text 3

Cost Centre
    In Cell Searching values in table CC

NmDepartment^

Text 3 Req

Department
    In Cell Searching values in table DEP

NmType^

Text 1 Req

Account Type
        In Cell Searching values:Nominal Type
                  P, Posting
                  G, Group
                  M, Memo

NmReportCat^

Text 3 Req

Report Category
    In Cell Searching values in table NomReportCat

Account Settings:

NmDisplay

Yes/NoTF

Show Bal in Selection

NmUseBatchPost

Yes/NoTF

Batch Totals Only

NmAllowJournals

Yes/NoTF

Journals Allowed

NmPeriodKeep

Integer Req

Periods To Keep

Consolidated Account:

NmConsNomCode^

Text 15

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

NmConsCC^

Text 3

Cons Cost Centre
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

NmConsDep^

Text 3

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

ObjectStore Mappings:

NmUser1

Text 30

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

NmUser2

Text 30

User2

NmUser3

Text 30

User3

NmUser4

Text 30

User4

NmUser5

Text 30

User5

NmUser6

Text 30

User6

NmUser7

Text 30

User7

NmUser8

Text 30

User8

NmUser9

Text 30

User9

NmUser10

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.