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Sage 50 : Import Product Category Record

To extract Product Category data simply press Extract button, on the PostTrans Toolbar, this will allow you to extract Product Category data from Sage 50.  You can also add filtering criteria in row 2. 

Amending Product Category Data

Having extracted data, the user can now simply edit the  Sage Product Category data in Microsoft Excel, before re-importing it back to Sage 50.   Note only changed records will be updated in Sage.

Importing Product Category 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 Product Category records. 

Filter

The customer data can be extracted, using the Extract button, and optionally filtered.  see How to filter Sage 50 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 50 Product Category data

Product Category Import/Update Template

This PostTrans function allows the user to easily extract, amend, and import Sage 50 Product Category data.

The cell A1 has a tag “Sage50prodcat” 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 the table below, can be easily added to a spreadsheet using the Tags button.  See Training for an explanation of this.

Price List Required fields

To Import/Extract/Amend SageLine 50 Product Category Data, the following Tags/Fields must be specified:

Sage50prodCat, PcErrorDesc, PcCode, PcName

Cell A1 must equal “Sage50prodCat” 

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

Restrictions

None

Tags for Product Category Records

Extract/amend/import Product Category records in Sage 50 using the following PostTrans Tags .

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:

Sage50prodCat

Text Req

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

PcCRC

Text Req

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

PcCode

Text 8 EOF Req

Asset Code

PcName

Text 30 Req

Asset Name


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.