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Supplier Records

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Sage 200 : Extract/Amend/Import Supplier and related Records

The Supplier record in Sage 200 can be created/edited using PostTrans Supplier template, denoted by tag Sage200supp in cell A1.   A minimum of Account Reference, and Name are required, to create a Supplier, as defaults values are filled in automatically.  When a record is updated, unmapped fields are left un touched.

Supplier Import in Sage 50

The user can simply edit the data in the template, aided by “In Cell Searching”, for codes where needed.  Then when ready press [Import] to update changed data into Sage 200.

In addition to giving access to all Supplier fields on the Sage 200 Supplier record, it also allows access to associated data, such as Multiple Phone/Fax/Mobile/Web/e-mail, Contacts and Roles.

To read/write the additional data we add additional Tags, in the case of Multiple Phone Numbers, we can access up to 5 records. Listed in columns:

When extracted the additional records populate the columns.  Any changes, or deletions are detected on import, and PostTrans makes the necessary changes to reflect the data in the PostTrans template.

Filter

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

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

 
 
   Sage Line 50 - Import Customer Data, also Extract and Edit
  0:00 Video Introduction
  1:10 PostTrans Template Introduction
  3:44 Extract Sage Line 50 Customers
  6:30 Add New Sage Customers
  6:42 Add additional fields to allow Price list and Nominal edit
  10:12 Filter Extracted Sage Line 50 Customer Data
  12:00 How to find more information and Training
 
 

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.

Supplier Import/Update Template

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

The cell A1 has a tag “Sage200supp” 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.

 

Supplier Required fields

To Import/Extract/Amend Supplier Data, the following Tags/Fields must be specified:

Sage200supp, SuCRC, SuRef and SuName

Cell A1 must equal Sage200supp

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

Restrictions

Unavailable fields - Reporting Password

 

 

Tags for Supplier Records

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

Sage200supp

Text Req

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

SuCRC

Text Req

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

SuDelete

Text 1

Delete record if "X"

SuSearch^

Text 8

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

Account:

SuRef

Text 8 EOF Req

Reference. If auto Allocate numbers is ON then set to "X" to import new records using Sage 200 allocatee numbers.

SuName

Text 60 Req

Company Name

SuShortName

Text 8

Short Name

SuCurrency^

Text 3

Currency, GBP,EUR,USD…
    In Cell Searching values in table Cur

SuCreditLimit

Double

Credit Limit

SuBalance

Double Read

Balance

CuHidden

Yes/NoTF Read

Hidden Account
    Sage V2017 onwards

Main Address:

SuMainAdd1

Text 60

Address1

SuMainAdd2

Text 60

Address2

SuMainAdd3

Text 60

Address3

SuMainAdd4

Text 60

Address4

SuMainCity

Text 60

City, Only used if Segmented address is ON

SuMainCounty

Text 60

County, Only used if Segmented address is ON

SuMainPostcode

Text 10

Postcode

SuMainCountry^

Text 60

Country
    In Cell Searching values in table CountryCode

Main Phone/Fax:

SuMPhCo

Text 5

Main Phone Country Code

SuMPhAr

Text 20

Main Phone Area code

SuMPhNo

Text 200

Main Phone Number

SuMFaxCo

Text 5

Main Fax Country Code

SuMFaxAr

Text 20

Main Fax Area code

SuMFaxNo

Text 200

Main Fax Number

SuMWeb

Text 200

Main Web

Bank Details:

SuAccSortCode

Text 6

Sort code. Must be a number

SuAccNo

Text 8

Account Number. Must be a number

SuAccName

Text 60

Account Name

SuAccPayRef

Text 60

Bank Payment Referacne

Additional Bank Details:

SuIBANNumber

Text 34

IBAN

SuBICNumber

Text 11

BIC/Swift Number

SuRollNumber

Text 30

Roll Number

SuBACSRef

Text 60

BASC referance

SuAddRef

Text 60

Additional referance

SuNonUKSortCode

Text 60

Non UK sort code

Main Contact:

SuSalutation^

Text 20

Salutation
    In Cell Searching values in table CustomerSalutation

SuFirstName

Text 60

First Name

SuMiddleName

Text 60

Middle Name

SuLastName

Text 60

Last Name

Default Contact Details:

SuPhCo1

Text 5 Rel

Country Code Phone 1

SuPhAr1

Text 20 Rel

Area code Phone 1

SuPhone1

Text 200 Rel

Phone Number 1

SuPhCo2

Text 5 Rel

Country Code Phone 2

SuPhAr2

Text 20 Rel

Area code Phone 2

SuPhone2

Text 200 Rel

Phone Number 2

SuPhCo3

Text 5 Rel

Country Code Phone 3

SuPhAr3

Text 20 Rel

Area code Phone 3

SuPhone3

Text 200 Rel

Phone Number 3

SuPhCo4

Text 5 Rel

Country Code Phone 4

SuPhAr4

Text 20 Rel

Area code Phone 4

SuPhone4

Text 200 Rel

Phone Number 4

SuFaxCo1

Text 5 Rel

Fax Country Code 1

SuFaxAr1

Text 20 Rel

Fax Area Code 1

SuFaxNo1

Text 200 Rel

Fax Number 1

SuFaxCo2

Text 5 Rel

Fax Country Code 2

SuFaxAr2

Text 20 Rel

Fax Area Code 2

SuFaxNo2

Text 200 Rel

Fax Number 2

SuFaxCo3

Text 5 Rel

Fax Country Code 3

SuFaxAr3

Text 20 Rel

Fax Area Code 3

SuFaxNo3

Text 200 Rel

Fax Number 3

SuFaxCo4

Text 5 Rel

Fax Country Code 4

SuFaxAr4

Text 20 Rel

Fax Area Code 4

SuFaxNo4

Text 200 Rel

Fax Number 4

SuMobCo1

Text 5 Rel

Country Code Mobile 1

SuMobAr1

Text 20 Rel

Mobile Area Code 1

SuMobNo1

Text 200 Rel

Mobile Number 1

SuMobCo2

Text 5 Rel

Country Code Mobile 2

SuMobAr2

Text 20 Rel

Mobile Area Code 2

SuMobNo2

Text 200 Rel

Mobile Number 2

SuMobCo3

Text 5 Rel

Country Code Mobile 3

SuMobAr3

Text 20 Rel

Mobile Area Code 3

SuMobNo3

Text 200 Rel

Mobile Number 3

SuMobCo4

Text 5 Rel

Country Code Mobile 4

SuMobAr4

Text 20 Rel

Mobile Area Code 4

SuMobNo4

Text 200 Rel

Mobile Number 4

SuEmail1

Text 200 Rel

Email1

SuEmail2

Text 200 Rel

Email2

SuEmail3

Text 200 Rel

Email3

SuEmail4

Text 200 Rel

Email4

SuWeb1

Text 200 Rel

Web1

SuWeb2

Text 200 Rel

Web2

SuWeb3

Text 200 Rel

Web3

SuWeb4

Text 200 Rel

Web4

Main Contact - Roles:

SuRole1^

Text 10 Rel

Role1, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole2^

Text 10 Rel

Role2, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole3^

Text 10 Rel

Role3, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole4^

Text 10 Rel

Role4, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole5^

Text 10 Rel

Role5, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole6^

Text 10 Rel

Role6, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole7^

Text 10 Rel

Role7, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole8^

Text 10 Rel

Role8, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole9^

Text 10 Rel

Role9, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole10^

Text 10 Rel

Role10, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole11^

Text 10 Rel

Role11, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole12^

Text 10 Rel

Role12, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole13^

Text 10 Rel

Role13, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole14^

Text 10 Rel

Role14, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole15^

Text 10 Rel

Role15, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole16^

Text 10 Rel

Role16, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole17^

Text 10 Rel

Role17, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole18^

Text 10 Rel

Role18, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole19^

Text 10 Rel

Role19, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

SuRole20^

Text 10 Rel

Role20, "Y","P", or ""
        In Cell Searching values:Role
                  YES, Assigned
                  PREF, Preferred

Trading:

SuCountryCode^

Text 2

Country Code GB,US..
    In Cell Searching values in table CountryCode

SuDefTaxCode^

Text 2

Default Tax Code, 0==Exempt,1==Std,2==Zero
    In Cell Searching values in table Tax

SuTaxRegCode

Text 30

Tax Registration Code

SuMon2Keep

Integer

Months To Keep Transactions

SuOrderPri

Text 1

Order Priority, A-Z

Default Nominal Codes:

SuDefaultNom^

Text 15

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

SuDefaultCC^

Text 3

Default CC. Only use for setting with formula
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

SuDefaultDep^

Text 3

Default Dep. Only use for setting with formula
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Analysis Codes:

SuAnal1^

Text 60

Analyisis code 1
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp01

SuAnal2^

Text 60

Analyisis code 2
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp02

SuAnal3^

Text 60

Analyisis code 3
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp03

SuAnal4^

Text 60

Analyisis code 4
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp04

SuAnal5^

Text 60

Analyisis code 5
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp05

SuAnal6^

Text 60

Analyisis code 6
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp06

SuAnal7^

Text 60

Analyisis code 7
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp07

SuAnal8^

Text 60

Analyisis code 8
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp08

SuAnal9^

Text 60

Analyisis code 9
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp09

SuAnal10^

Text 60

Analyisis code 10
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp10

SuAnal11^

Text 60

Analyisis code 11
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp11

SuAnal12^

Text 60

Analyisis code 12
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp12

SuAnal13^

Text 60

Analyisis code 13
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp13

SuAnal14^

Text 60

Analyisis code 14
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp14

SuAnal15^

Text 60

Analyisis code 15
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp15

SuAnal16^

Text 60

Analyisis code 16
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp16

SuAnal17^

Text 60

Analyisis code 17
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp17

SuAnal18^

Text 60

Analyisis code 18
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp18

SuAnal19^

Text 60

Analyisis code 19
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp19

SuAnal20^

Text 60

Analyisis code 20
    Sage V2015 onwards
    In Cell Searching values in table AnalSupp20

Payment:

SuAccType^

Integer

Account Type
        In Cell Searching values:Account Type
                  0, Balance Forward
                  1, Open Item
                  2, Auto Allocation

SuSetDiscPerc

Double

Early Settlement Discount Percent

SuSetDiscDays

Integer

Early Settlement Discount Days

SuTermsDays

Integer

Payment Terms Days

SuTermsBasis^

Integer

Payment Terms Basis
        In Cell Searching values:Payment Terms Basis
                  0, Due From Calendar Month
                  1, Due From Start Of Month
                  2, Payment Due From End Of Month
                  3, Payment Due From Document Date

SuPayGroup^

Text 40

Payment Group
    In Cell Searching values in table PayGroup

Factor Houses:

SuFactHouse^

Text 40

Factor House
    In Cell Searching values in table FactorHouse

Credit:

SuAccOpened

DateBlank

Account Opened
    Sage V2015 onwards

SuLastCredRev

DateBlank

Last Credit Review

SuNextCredRev

DateBlank

Next Credit Review

SuAppDate

DateBlank

Application Date

SuDateReceived

DateBlank

Date Received

SuTradingTerms

Text 30

Trading Terms

SuCreditRef

Text 60

Credit Reference

SuCreditBureau^

Text 40

Credit Bureau Name
    In Cell Searching values in table Bureau

SuCreditPosition^

Text 40

Credit Position Name
    In Cell Searching values in table CreditPositions

SuTermsAgreed

Yes/NoTF

Terms Agreed

SuCreditMemo

Memo

Credit Memo

Other:

Spare:

SuSpareBit1

Yes/NoTF

SpareBit1

SuSpareBit2

Yes/NoTF

SpareBit2

SuSpareBit3

Yes/NoTF

SpareBit3

SuSpareDate1

DateBlank

SpareDate1

SuSpareDate2

DateBlank

SpareDate2

SuSpareDate3

DateBlank

SpareDate3

SuSpareNumber1

Double

SpareNumber1

SuSpareNumber2

Double

SpareNumber2

SuSpareNumber3

Double

SpareNumber3

SuSpareText1

Text 100

SpareText1

SuSpareText2

Text 100

SpareText2

SuSpareText3

Text 100

SpareText3

ObjectStore Mappings:

SuUser1

Text 30

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

SuUser2

Text 30

User2

SuUser3

Text 30

User3

SuUser4

Text 30

User4

SuUser5

Text 30

User5

SuUser6

Text 30

User6

SuUser7

Text 30

User7

SuUser8

Text 30

User8

SuUser9

Text 30

User9

SuUser10

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.