Sage 200 Nominal Import/Update

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

Download Nominal Record Extract/Import Template

To use the template, with Sage 200, install PostTrans. Download
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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 4 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 XML	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
Analysis Codes:
NmAnal1^	Text 60 XML	Analyisis code 1 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 01
NmAnal2^	Text 60 XML	Analyisis code 2 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 02
NmAnal3^	Text 60 XML	Analyisis code 3 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 03
NmAnal4^	Text 60 XML	Analyisis code 4 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 04
NmAnal5^	Text 60 XML	Analyisis code 5 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 05
NmAnal6^	Text 60 XML	Analyisis code 6 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 06
NmAnal7^	Text 60 XML	Analyisis code 7 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 07
NmAnal8^	Text 60 XML	Analyisis code 8 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 08
NmAnal9^	Text 60 XML	Analyisis code 9 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 09
NmAnal10^	Text 60 XML	Analyisis code 10 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 10
NmAnal11^	Text 60 XML	Analyisis code 11 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 11
NmAnal12^	Text 60 XML	Analyisis code 12 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 12
NmAnal13^	Text 60 XML	Analyisis code 13 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 13
NmAnal14^	Text 60 XML	Analyisis code 14 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 14
NmAnal15^	Text 60 XML	Analyisis code 15 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 15
NmAnal16^	Text 60 XML	Analyisis code 16 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 16
NmAnal17^	Text 60 XML	Analyisis code 17 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 17
NmAnal18^	Text 60 XML	Analyisis code 18 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 18
NmAnal19^	Text 60 XML	Analyisis code 19 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 19
NmAnal20^	Text 60 XML	Analyisis code 20 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalNom 20
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

XML = Un-attended PostTrans XML API for Sage 200

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.