The following PostTrans tags can be used to extract/import Customer Records into Sage Line 50
.
Tag Name
|
Data Type
|
Description
|
Important Fields:
|
Sage200test
|
Text Req
|
Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row
|
CuCRC
|
Text Req
|
Contains CRC number to help PostTrans detect changes in current row.
|
CuDelete
|
Text 1
|
Delete record if "X"
|
CC^
|
Text 3 EOF
|
Account Reference In Cell Searching values in table CC
|
DEP^
|
Text 3
|
In Cell Searching values in table DEP
|
NOM^
|
Text 20
|
Account Name In Cell Searching values in table NOM
|
NOMexp^
|
Text 20
|
Balance In Cell Searching values in table NOMexp
|
NOMinc^
|
Text 20
|
Inactive Flag - yes/No In Cell Searching values in table NOMinc
|
Cur^
|
Text 8
|
In Cell Searching values in table Cur
|
Tax^
|
Text 60
|
Account Address Line 1 In Cell Searching values in table Tax
|
Cust^
|
Text 60
|
Account Address Line 2 In Cell Searching values in table Cust
|
Stock^
|
Text 60
|
Account Address Line 3 In Cell Searching values in table Stock
|
Loc^
|
Text 60
|
Account Address Line 4 In Cell Searching values in table Loc
|
Role^
|
Text 60
|
Account Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. In Cell Searching values in table Role
|
CountryCode^
|
Text 2
|
Country Code. In Cell Searching values in table CountryCode
|
Bureau^
|
Text 20
|
VAT Registration Number In Cell Searching values in table Bureau
|
FinanceCharges^
|
Text 20
|
In Cell Searching values in table FinanceCharges
|
CreditPositions^
|
Text 30
|
Contact Name In Cell Searching values in table CreditPositions
|
OrderValueDiscounts^
|
Text 30
|
Name of Trade Contact In Cell Searching values in table OrderValueDiscounts
|
DiscountGroups^
|
Text 30
|
Telephone Number In Cell Searching values in table DiscountGroups
|
PriceBands^
|
Text 30
|
Second Telephone Number In Cell Searching values in table PriceBands
|
BankAccount^
|
Text 30 Pro
|
Fax Number In Cell Searching values in table BankAccount
|
UOM^
|
Text 30
|
WWW Address In Cell Searching values in table UOM
|
StockGroup^
|
Text 30
|
In Cell Searching values in table StockGroup
|
DocInvoice^
|
Text 255
|
EMail Address In Cell Searching values in table DocInvoice
|
DocCredit^
|
Text 255
|
EMail Address 2 In Cell Searching values in table DocCredit
|
DocStatement^
|
Text 255
|
EMail Address 3 In Cell Searching values in table DocStatement
|
AnalCust1^
|
Text 50
|
Send Invoices To This Account via Email Sage V2015 onwards In Cell Searching values in table AnalCust1
|
CompanySelect^
|
Text 20
|
Send Letters To This Account via Email In Cell Searching values in table CompanySelect
|
Supplier^
|
Text 30
|
Analysis 1 In Cell Searching values in table Supp
|
CustSalu^
|
Text 30
|
Analysis 2 In Cell Searching values in table CustomerSalutation
|
NOMpl^
|
Text 8
|
Analysis 3 In Cell Searching values in table NOMpl
|
NOMbal^
|
Text 8
|
Discount Rate % In Cell Searching values in table NOMbal
|
CuDiscType^
|
Integer
|
Discount Type In Cell Searching values in table PayGroup
|
CuPriceList^
|
Text 8
|
Price List Reference In Cell Searching values in table FactorHouse
|
Country^
|
Text 8
|
Country In Cell Searching values in table CountryCode
|
CuCustHead
|
Yes/No
|
Override Product Nominal Code in Invoicing
|
StkGroupDisc^
|
Text 50
|
Stock Group Discount In Cell Searching values in table discStockGroup
|
StkDisc^
|
Text 20
|
Stock Discount In Cell Searching values in table discStock
|
WOCategory^
|
Text
|
Currency In Cell Searching values in table WOCategory
|
Project^
|
Text 2
|
Department Number In Cell Searching values in table ProjectCode
|
ProjectCost^
|
Currency
|
Credit Limit In Cell Searching values in table ProjectCost
|
PaymentMethod^
|
Integer
|
Settlement Due Days In Cell Searching values in table PaymentMethod
|
OPAddCharge^
|
Integer
|
Payment Due Days In Cell Searching values in table OPAddCharge
|
StockUOM^
|
Integer
|
Average Time To Pay In Cell Searching values in table StockUOM
|
THAccCode
|
Text 30
|
Customer / Supplier based on header type
|
CuCreditRef
|
Text 60
|
Credit Bureau Reference
|
CuBureau
|
Integer
|
Credit Bureau Used
|
CuPriorityCust
|
Yes/No
|
Priority Customer
|
CuCreditPosition
|
Integer
|
Credit Position
|
CuStatus
|
Integer
|
Account Status
|
CuDUNSnumber
|
Text 9
|
DUNS Number
|
Credit Control - Restrictions:
|
CuApplyCharges
|
Yes/No
|
Can Charge Credit
|
CuTermsAgreed
|
Yes/No
|
Terms Agreed Flag
|
CuHoldMail
|
Yes/No
|
Restrict Mail
|
CuOnHold
|
Yes/No
|
Account On Hold
|
Credit Control - Credit Review:
|
cuDateOpened
|
Date
|
Date Account Opened
|
CuLastCreditReview
|
Date
|
Date Last Credit Review
|
CuNextCreditReview
|
Date
|
Date Next Credit Review
|
CuApplicationDate
|
Yes/No
|
Date Credit Applied For
|
CuCreditAppRecived
|
Date
|
Date Credit Application Recieved
|
CuMemo
|
Memo
|
Customer Notes
|
Sales:
|
CuFirstINV
|
Date Read
|
First Invoice Date
|
CuLastInvDate
|
Date Read
|
Last Invoice Date
|
CuLastReceipt
|
Date Read
|
Last Payment Date
|
CuYTD
|
Currency Read
|
Turnover Year Date
|
CuLYTD
|
Currency Read
|
Prior YTD
|
Bank:
|
CuBankName
|
Text 60
|
Bank Name
|
CuBankAdd1
|
Text 60
|
Bank Address Line 1
|
CuBankAdd2
|
Text 60
|
Bank Address Line 2
|
CuBankAdd3
|
Text 60
|
Bank Address Line 3
|
CuBankAdd4
|
Text 60
|
Bank Address Line 4
|
CuBankPostcode
|
Text 60
|
Bank Address Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. Postcode Address Lookup
|
CuBankAccName
|
Text 60
|
Bank Account Name
|
CuBankSort
|
Text 10
|
Bank Sort Code
|
CuBankNumber
|
Text 60
|
Bank Account Number
|
Payment Details.:
|
CuBacRef
|
Text 60
|
Reference for BACS Transfer
|
CuBankIBAN
|
Text 60
|
Bank IBAN Number
|
CuBankSwift
|
Text 60
|
Bank BIC/Swift
|
CuBankRollNo
|
Text 60
|
Bank Roll Number
|
CuBankAddRef1
|
Text 60
|
Bank Additional Ref 1
|
CuBankAddRef2
|
Text 60
|
Bank Additional Ref 2
|
CuBankAddRef3
|
Text 60
|
Bank Additional Ref 3
|
CuPaymentMethod
|
Text 2
|
Payment Type
|
CuOnlineReceipts
|
Yes/No
|
BACS Online Receipts Flag
|
Payment Details:
|
CuManager
|
Text 60
|
Name of Account Manager
|
CuType
|
Integer
|
Account Type
|
CuCustType
|
Yes/No
|
Account Type Customer Flag
|
CuDonor
|
Yes/No
|
Account Type Donor Flag
|
CuTypeNumber
|
Yes/No
|
Account Type Member Flag
|
Delivery Address:
|
CuDelName
|
Text 60
|
Delivery Name
|
CuDelAdd1
|
Text 60
|
Delivery Address Line 1
|
CuDelAdd2
|
Text 60
|
Delivery Address Line 2
|
CuDelAdd3
|
Text 60
|
Delivery Address Line 3
|
CuDelAdd4
|
Text 60
|
Delivery Address Line 4
|
CuDelPostcode
|
Text 60
|
Delivery Address Postcode
|
CuDelContactName
|
Text 30
|
Delivery Contact Name
|
CuDelFax
|
Text 30
|
Delivery Fax Number
|
CuDelPhone
|
Text 30
|
Delivery Telephone Number
|
Building Society:
|
CuBankBuildSocRef
|
Text 60
|
Reference for Building Society Transfer
|
CuBankUseBuildingSoc
|
Yes/No
|
Account uses Building Society
|
Credit Card:
|
CuCreditAppRecieved
|
Yes/No
|
True if Credit Application Received
|
CuCCNumber
|
Text 30
|
Credit Card Number
|
Donor:
|
CuDonorDecFrom
|
Date
|
Donor Declaration Valid From
|
CuDonorForname
|
Text 35
|
Donor Forename
|
CuDonorSurname
|
Text 35
|
Donor Surname
|
CuDonorTitle
|
Text 4
|
Donor Title
|
CuGiftAid
|
Yes/No
|
Gift Aid is enabled
|
Membership:
|
CuMemberReminderDays
|
Integer
|
Member Reminder Date (days)
|
CuMemberReminderDate
|
Date
|
Member Renewal Date
|
CuMemberSince
|
Date
|
Member Since
|
Other:
|
CuSalesRep
|
Text 60
|
Name of Sales Representative
|
CuEcCode
|
Text 3 Read
|
EC Member Code
|
All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.