Sage 50 : Import Price List Record (Pro Version)
To extract Customer data simply press Extract button, on the PostTrans Toolbar, this will allow you to extract Price List data from Sage 50. You can also add filtering criteria in row 2.
Amending Price List Data
Having extracted data, the user can now simply edit the Sage Price List data in Microsoft Excel, before re-importing it back to Sage 50. Note only changed records will be updated in Sage.
Importing Price List 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 Customer 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
| Sage Line 50 - Extract Customer Price List Data, Edit and Import | |||
| 0:00 | Video Introduction | ||
| 1:05 | Showing Pricing info in Sage Line 50 | ||
| 1:45 | Opening PostTrans example template | ||
| 3:30 | Extracting Price from Sage Line 50 | ||
| 6:00 | Import Sage Line 50 Customer Pricing | ||
| 10:39 | How to find more information and Training | ||
Added Filtering for large set of data
| 0:00 | Introduction | |
| 0:22 | The Search Column | |
| 0:48 | Extract a Single Trader Price list | |
| 1:16 | Extract a Trader Price list from list of codes | |
| 2:00 | Extract Filter by Stock Code List | |
| 2:20 | Extract Filter by Stock Code List and Trader List | |
| 2:48 | Other Areas : Special Prices |
| 0:00 | Introduction | |
| 0:19 | Extract All Price Data | |
| 1:53 | Apply Auto Filter | |
| 2:00 | Edit Prices and Import |
Customer Price List Extract/Amend/Import
This PostTrans function allows the user to easily extract, amend, and import Sage 50 Product Price List data.
The cell A1 has a tag "Sage50priceList", “Sage50priceListPrice” to designate the type of import. In this case Price List actual list, and Price List entries within the price list. It uses a series of tags, placed in row 1, to identify the data to be processed, see below for list.
These tags, listed in 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 SageLine50 Price List Data, the following Tags/Fields must be specified:
Cell A1 must equal "Sage50priceList" or “Sage50priceListPrice”
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 Price List:Customer Price Lists:TOP LEVEL
The following PostTrans tags can be used to extract/import Price List Records, which is the top level of Sage 50 price list system .
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: |
||
|
Sage50priceList |
Text Req |
Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row |
|
PlCRC |
Text Req |
Contains CRC number to help PostTrans detect changes in current row. |
|
PlDelete |
Text 1 |
This cell is very important, as it allows PostTrans to let you know of any errors or warnings while importing. If data is extracted out of the system, then it will contain a number. This number is calculated so PostTrans can work out if you have changed |
|
PlCode |
Text 8 EOF Req |
Price list Code |
|
PlDesc |
Text 60 |
Description, this is converted to upper case by the Sage Software Toolkit |
|
PlCurrency^ |
Integer |
Currency |
|
PlRecalcByButton |
Yes/No |
if YES prices are calculated using Recalculate Prices button |
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.
Tags for Price List:Customer Prices
The following PostTrans tags can be used to extract/import Sage 50 Product Supplier Price Records .
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: |
||
|
Sage50priceListPrice |
Text Req |
Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row |
|
PpCRC |
Text Req |
Contains CRC number to help PostTrans detect changes in current row. |
|
PpDelete |
Text 1 |
This cell is very important, as it allows PostTrans to let you know of any errors or warnings while importing. If data is extracted out of the system, then it will contain a number. This number is calculated so PostTrans can work out if you have changed |
|
PuSearch^ |
Text 30 |
Search for Price record by entering Price List code or pasting list, at top of column, and pressing Extract button |
|
Pricing Data: |
||
|
PpPriceList^ |
Text 39 EOF Req |
Price List Reference |
|
PpProductCode^ |
Text 30 Req |
Stock Code |
|
PpDiscType^ |
Integer Req |
Price List Calculation Type (Default:Fixed) |
|
PpValue |
Double Req |
Value or Percentage - depending on discount type |
|
Associated Product Values: |
||
|
PrProdCost |
Double Read |
Product Cost (from stock record) |
|
PrProdCostDisc |
Double Read |
Product Costwith discount (from stock record) |
|
PrProdSale |
Double Read |
Product Sales Price (from stock record) |
|
Rounding: |
||
|
PpRndDir^ |
Integer |
Rounding Direction (Default:Round up) |
|
PpRndMeth^ |
Integer |
Rounding Method (Default:To) |
|
PpMultiPlus |
Double |
Rounding Adjustment |
|
PpRndTo |
Double |
Rounding To Decimal Places |
|
PpLastModified |
Date Read |
Date and time when the record was modified |
|
Other: |
||
|
PpStoredPrice |
Double |
Price stored for manually recalculated price lists |
|
PpCreated |
Date Read |
Date and time when the record was created |
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.