Sage 200:Operation Records Resources
All of the following functionality requires the PostTrans Manufacturing Module.
PostTrans imports Operation Records Resources, which could be manually entered with the assistance of in-cell searching, using copy and paste, imported from CSV file or extracted from Sage 200 using the Extract button.
Extract/Import Sage 200 Operation Records Resources
Explanation of this type of Import
This sheet allows the user to extract/update/create Operation records used in the Manufacturing Module.
This sheet allows the user to extract/update/create Operation Resource records, the child of Operation record, used in the Sage 200 Manufacturing Module.
The child records it creates are for the three different phases (0,Setup,1,Runtime,2,Teardown) of an Operation.
It assigns any one of the Resource Types (0,Labour,1,Labour Group,2,Machine,3,Machine Group,4,Tool,5,Tool Group)
Download Manufacturing Extract/Import Template
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.
Apart from column A these fields can be rearranged, hidden, and more columns mapped by using the Tags button to insert new tags. See 'Template Structure' section below.
Template Structure for Static Data
The template must have tag ‘Sage200manOpRegRes’ in cell A1 to instruct PostTrans that we are interested in Sage 200 Operation Records Resources, and that the sheet is a PostTrans Template. Pressing Import or Extract on a blank sheet will either open an existing example or create basic template for you to customise.
Row 1 contains a series of tags, which denote to PostTrans the data to be read/written in each column. These tags, and data columns can be rearranged to suit your needs, and the tags are added using the Tags button. See on-line Training Deleting the Tag name, in the cell, from this row removes the Sage 200 mapping. Table of Operation Records Resources Tags
Close up of template Sage200manOpRegRes for Operation Records Resources
Hovering over these tags, in row 1, will show a comment which explains the tags purpose, data type and any other useful details.
Common Features
In-Cell Searching
Any Tag ending with ^ with have a in-cell search facility to look up associated values. Use SPACE + TAB to see all values, or SPACE and TEXT to perform a text search on description. These are returned to the cell as "CODE, DESCRIPTION". PostTrans only uses the CODE and ignores the comma and anything after it, thus data from a field would only need the CODE part of the data if from an external imported file.
In-cell Searching can be turned off by removing the ^ from the end of the tag name, or name in first line of comment (Header cells) to disable in-cell searching for a single column, or header cell. All in-cell searching can be turned off in Setup. In-cell searching.
Extracting the Data
The data extracted using the Extract button can be filtered, by entering criteria in row 2. Hover over cell A2 for instructions. Extracting Data
In addition to this some sheets have a OrrSearch tag/column. In this case the user can paste a list of codes in column, and press Extract button, to extract those records to the sheet. Entering a single code in this column will extract a single record.
Amending Operation Records Resources Data
Having extracted data, the user can now simply edit the Operation Records Resources in Microsoft Excel, before re-importing it back into Sage 200.
PostTrans uses the tagged column OrrCRC to detect changes in rows. Therefore, only records/rows which have changed since extraction are updated. If you add or delete a tagged column, PostTrans will treat ALL rows as having changed, and thus ALL records will be updated on next Import.
Importing the Data
Simply press the Import button to validate and import the data into Sage 200. PostTrans will read the Header cells and then process the rows of data until OrrRef column contains no data. The Sage Company imported into can be set in the Setup window.
PostTrans ONLY edits those fields listed on the sheet when importing, thus any existing values, on a record, are unaffected. New records may have default values for certain fields.
File Import Button
This can be enabled in Setup to easily import cvs, or fixed length files, into sheet for importation. Formula can also be added, or macros/VBA to manipulate this data before importation. Import from CSV file.
Validation
Any values and associated codes will be invalid during import. The cursor will be moved to highlight any problems in data.
Evaluation and License
This functionality will work with Sage Demo data without a license. A license is required to import into any other Sage Company. Pricing
Delete Records
The Tag/Column OrrDelete can be used to delete records, following the usual Sage 200 rules.
What else can I do?
Other Sage 200 Extract/Import types
Frequently Asked Questions?
Got another question? It may well be covered on our Frequently Asked Questions page.
Other Useful Topics
Clear Transaction and copy down formula
PostTrans Tags which map to Sage 200
Not all these tags/columns are needed. The table below lists the required and recommended:
|
Tag Name |
Data Type |
Description |
|
Important Fields: |
||
|
Sage200manOpRegRes |
Text Req |
Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row |
|
OrrCRC |
Text Req |
Contains CRC number to help PostTrans detect changes in current row. |
|
OrrDelete |
Text 1 |
Delete record if "X" |
|
OrrSearch^ |
Text 8 Req |
Search for record by entering code or pasting list, at top of column, and pressing Extract button |
|
Resourse List: |
||
|
OrID |
Integer Req |
Record ID. This is used to update Operation resource record in Sage 200. If the Parent Operation Referance has changed, i.e. created new record, then it will be ignored and new record created with ID written back. |
|
OrOpRef^ |
Text 30 |
Operation Reference |
|
OrrSeq |
Integer Req |
Sequence within BOM/Operation, this should not be edited. See notes |
|
OrrPhase^ |
Text 30 |
Phase |
|
OrrResType^ |
Text 30 |
Resourse Type |
|
OrrRef^ |
Text 30 EOF |
Reference |
|
OrrDesc |
Text 50 |
Description. If not included, or blank then uses description from resource |
|
OrrPri |
Yes/NoTF |
Primary |
|
OrrSec |
Yes/NoTF |
Secondary |
|
Resource Details: |
||
|
OrrRate |
Double |
Overlap Qty |
|
OrrQty |
Double |
Overlap Qty |
|
Time Details: |
||
|
OrrHours |
Integer |
Hours |
|
OrrMins |
Integer |
Minutes |
|
OrrSecs |
Integer |
Seconds |
|
OrrFixedLen |
Yes/NoTF |
Fixed Length |
|
OrrFixedQty |
Double |
Fixed Qty |
|
OrrManLev |
Double |
Manning Level |
|
OrrNotes |
Memo |
Notes |
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.
Related Example Sheets
You can easily access the example sheets by pressing Help button, on the PostTrans Toolbar to access these related examples, or downloading them from the links below.
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.
Bill of Materials: |
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| Download Sage200BOM.xlsx | ||
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Bill of Material Version (Module: Manufacturing) |
Sheet:'BOM' |
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Bill of Material Items (Module: Manufacturing) |
Sheet:'BOM Items' |
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Manufacturing: |
||
| Download Sage200manufacturing.xlsx | ||
|
Labour (Module: Manufacturing) |
Sheet:'Labour' |
|
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Labour Group (Module: Manufacturing) |
Sheet:'LabourGrp' |
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Tool (Module: Manufacturing) |
Sheet:'Tool' |
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Tool Group (Module: Manufacturing) |
Sheet:'ToolGrp' |
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Machine (Module: Manufacturing) |
Sheet:'Machine' |
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Machine Group (Module: Manufacturing) |
Sheet:'MachineGrp' |
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Operation (Module: Manufacturing) |
Sheet:'Operation' |
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Operation Resources (Module: Manufacturing) |
Sheet:'Operation Resources' |
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