Sage 200:Bill of Materials with Version Control
All of the following functionality requires the PostTrans Manufacturing Module.
PostTrans imports Bill of Materials Records, 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 Bill of Materials Records
Explanation of this type of Import
This sheet allows the user to extract/create Bill of Materials (BOM) records. It is used when Version Control is turned to list versions when Version Control is ON.
The extraction process allows the user to filter the BOM records by version status New, Active, Obsolete, Retired, Hidden or get the latest version.
A new version can be created by entering following values in the SbCommand column:
- X,Delete BOM,
- N,New Empty Version,
- A,Activate Version,
- C,Create Empty and Activate,
- R,Retire
Prerequisites
BOM reference must have been defined in Stock module as type BOM.
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.
Demonstration Video
Sage 200 – Edit Bill of Material with Version Control using PostTrans
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0:00 |
Video Introduction |
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1:00 |
Open BOM Version Sheet |
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2:00 |
Create a New BOM Version |
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3:00 |
Edit a BOM Items to create new Version |
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4:30 |
Import New Edited Version |
Template Structure for Static Data
The template must have tag ‘Sage200manBOM’ in cell A1 to instruct PostTrans that we are interested in
Sage 200 Bill of Materials Records, 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 Bill of Materials Records Tags
Close up of template Sage200manBOM for Bill of Materials Records
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 SbSearch 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 Bill of Materials Records Data
Having extracted data, the user can now simply edit the Bill of Materials Records in Microsoft Excel, before re-importing it back into
Sage 200.
PostTrans uses the tagged column SbCRC 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 SbRef
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
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
Not all these tags/columns are needed. The table below lists the required and recommended:
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Tag Name
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Data Type
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Description
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Important Fields:
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Sage200manBOM
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Text Req
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Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row
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SbCRC
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Text Req
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Contains CRC number to help PostTrans detect changes in current row.
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SbCommand^
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Yes/No
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Delete record if "X", or use other commands if versioning is on
In Cell Searching values:Command
X, Delete BOM
N, New Empty Version
A, Activate Version
C, Create Empty and Activate
R, Retire
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SbSearch^
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Text 30 Req
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Search for BOM record by entering code or pasting list, at top of column, and pressing Extract button
In Cell Searching values in table ManBOMCode
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Details:
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SbRef
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Text 30 EOF Req
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BOM Stock Code
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SbDesc
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Text 60
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BOM Description, if blank uses stock record Description
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SbChangeRef
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Text 255
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Change Reference
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SbQualStd
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Text 255
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Quality Standard
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Version/Status:
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SbVersion
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Text 50 Req
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Revision. This read only and required. It is used when BOM versions are used. Otherwise it can be hidden.
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SbReason^
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Text 60
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Reason
In Cell Searching values in table ManBOMReason
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SbStatus^
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Text 60 Read
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Version Status, use SbCommand to change this status
In Cell Searching values:1BOM Status
N, New
A, Active
O, Obsolete
R, Retired
H, Hidden
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IsOnHold
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Yes/NoTF
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Is on hold
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Dates:
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SbEffFrom
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Date
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Effective From
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SbEffTo
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Date
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Effective To
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Analysis:
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SbAnal1^
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Text 60
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Anaysis Code 1 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 01
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SbAnal2^
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Text 60
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Anaysis Code 2 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 02
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SbAnal3^
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Text 60
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Anaysis Code 3 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 03
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SbAnal4^
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Text 60
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Anaysis Code 4 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 04
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SbAnal5^
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Text 60
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Anaysis Code 5 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 05
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SbAnal6^
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Text 60
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Anaysis Code 6 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 06
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SbAnal7^
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Text 60
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Anaysis Code 7 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 07
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SbAnal8^
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Text 60
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Anaysis Code 8 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 08
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SbAnal9^
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Text 60
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Anaysis Code 9 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 09
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SbAnal10^
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Text 60
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Anaysis Code 10 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 10
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SbAnal11^
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Text 60
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Anaysis Code 11 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 11
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SbAnal12^
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Text 60
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Anaysis Code 12 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 12
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SbAnal13^
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Text 60
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Anaysis Code 13 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 13
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SbAnal14^
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Text 60
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Anaysis Code 14 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 14
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SbAnal15^
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Text 60
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Anaysis Code 15 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 15
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SbAnal16^
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Text 60
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Anaysis Code 16 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 16
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SbAnal17^
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Text 60
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Anaysis Code 17 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 17
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SbAnal18^
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Text 60
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Anaysis Code 18 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 18
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SbAnal19^
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Text 60
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Anaysis Code 19 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 19
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SbAnal20^
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Text 60
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Anaysis Code 20 - Setup View >> Analaysis code menu option will list mapping numbers and values
In Cell Searching values in table AnalBOMs 20
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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.
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Stock Import with Bill of Material (Module: Manufacturing)
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Sheet:'Stock'
Import/Extract Stock with Bill of Material Location and Type
Help article for Stock Import with Bill of Material
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Bill of Materials:
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Bill of Material Version (Module: Manufacturing)
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Sheet:'BOM'
Import/Extract Bill of Material Versions
Help article for BOM Items, operations, drawings with Versions
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Bill of Material Items (Module: Manufacturing)
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Sheet:'BOM Items'
Import/Extract Bill of Material Items
Help article for BOM Items, operations, drawings
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Manufacturing:
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Labour (Module: Manufacturing)
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Sheet:'Labour'
Import/Extract Labours
Help article for Labour
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Labour Group (Module: Manufacturing)
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Sheet:'LabourGrp'
Import/Extract Labour Groups
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Tool (Module: Manufacturing)
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Sheet:'Tool'
Import/Extract Tools
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Tool Group (Module: Manufacturing)
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Sheet:'ToolGrp'
Import/Extract Tool Groups
Help article for Tool Group
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Machine (Module: Manufacturing)
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Sheet:'Machine'
Import/Extract Machines
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Machine Group (Module: Manufacturing)
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Sheet:'MachineGrp'
Import/Extract Machine Groups
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Operation (Module: Manufacturing)
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Sheet:'Operation'
Import/Extract Operations
Help article for Operations
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Operation Resources (Module: Manufacturing)
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Sheet:'Operation Resources'
Import/Extract Operation Resources
Help article for Operation Resources
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