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Archive by category: Transaction DataReturn

Sage 50/200 In Cell Searching

Sage 50/200 In Cell Searching
Often the user is required to enter a code while entering Sage 50/200 data in to a PostTrans template. PostTrans code search allows the user to easily search for that code, by simply entering the start of the code, and moving to the next cell using tab or enter key. If only one match exists then that value is used, otherwise all matches are shown for selection. After selection the code is written back to the cell with it description. CODE, Description PostTrans strips the description off the con...
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Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Common Functions, Fast Orders Entry, Nominal | Tags:

Protecting the PostTrans template

Protecting the PostTrans template
Excel Spreadsheets, and thus PostTrans templates, can be protected from users editing the spreads sheet.   Many methods can help protect the PostTrans template: Hiding Sections of the template Putting the Header fields in hidden section of template Grouping sections, to temporally hide sections Make template file read only Save the template as a Excel Template – User cannot change the template Disable the PostTrans Setup button Protect sections of the sheet, to stop users editing cer...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry, Nominal | Tags:

Importing CSV/Fixed file into Sage 50, 200 and Xero

Importing CSV/Fixed file into Sage 50, 200 and Xero
This article explains how import delimited, or fixed length, text file into Sage 50, using PostTrans which has the following advantages: Interactive Data Validation Optional Confirmation before import Print or e-mail transactions after import PRO Import SINGLE file or ALL files from directory Archive file to processed directory after successful import, so use only new files which have not been imported Run batch file before selecting file Easy to use interface for end users, simply press the Fil...
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Categories: Sage Line 50, Sage Line 200, Static Data, Transaction Data, Nominal | Tags:

Clear transaction and copy down formula

Clear transaction and copy down formula
Pressing the Clear button on the PostTrans toolbar, clears the sheet ready for data entry. In a transaction based template the Clear button will look at the contents for row 27 and depending on the content of each cell PostTrans will:        “X” - Delete the content of the column from row 30 onwards.        Formula -  Copied down the sheet from row 30 onwards.        Any other value - Copied down the...
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Categories: Sage Line 50, Transaction Data, Fast Orders Entry, Sage Line 200, Static Data | Tags:

Sage 50 VAT

Sage 50 VAT
PostTrans uses the Tax code assigned on the Sage 50 Product code, or if overridden on Customer/Supplier account record, uses the one specified in the account record. Example:  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.The default PostTrans Order record contains tag TLTaxAmount.  This is populated with the VAT content of the line.If tag TLTaxCode is added.  Then tag TLTaxCode is populated with the default TAX co...
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Categories: Sage Line 50, Transaction Data | Tags:

Sage 50 Posting Order in Currency

Sage 50 Posting Order in Currency
If multi currency is turned ON in Sage Line 50, PostTrans will switch to the currency of the currently selected account automatically.  In order for the user to know the currency, and Exchange rate we may add this information to the header of the transaction. Example: Press Help, on the PostTrans toolbar, then select example “Posting Order in Currency” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understand...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Sage 50 order Carriage Charge

Sage 50 order Carriage Charge
Carriage Charge can be posted with an order very easily by simply specifying a few tags in the header of the Sage 50 Order Example: Press Help, on the PostTrans toolbar, then select example “Posting Payment with Order” which is the example discussed below.  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.ExampleSimply open a blank Excel spreadsheet and press Import button.  PostTrans will then offer you all of the ...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Viewing Sage 50/200 Ledger from template

Viewing Sage 50/200 Ledger from template
The PostTrans tags CuBalance, CuOutOver30Days, CuCreditLimit, CuAvCrdit return the currently selected account  credit and balance figures.  The user can double click on these figures to access the ledger: Having double click you will see:Thus while taking an order, the user can discuss and follow up outstanding Invoices.This requires the Pro version of PostTransTags of interestThe following PostTrans tags allow the above functionality:Tag NameData TypeDescriptionCuBalanceCurrencyCustomer Balance...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Creating text message top/bottom of transaction

Creating text message top/bottom of transaction
A PostTrans template can easily add a message to the top or the bottom of a Sage 50 Sales Quote, Order Invoice + Purchase Order, by simply Adding extra text at top or bottom of transaction. So we could take the default template layout:And add extra text in order linesThese will be imported as S3 text lines, so can be as long as you want. Example: Press Help, on the PostTrans toolbar, then select example “Creating text message top/bottom of transaction” which is the example discussed below.  Yo...
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Categories: Fast Orders Entry, Transaction Data | Tags:

Sage 50 Payment with Order/Invoice

Sage 50 Payment with Order/Invoice
Payments can be posted with Single/Multiple orders or invoices, see example in next section. Sales Invoice + Payment for Direct Debits paymentsPayments can be imported as SIAT (SI with matching SR for Direct Debit payments), SA (On Account), SR (Sales Receipt) or PR transaction types, shown in the screenshot below.  With optional currency using the PRO version of PostTrans.  Simply press the Help button on the toolbar and search for 'payment" to list examples. PostTrans can even post ...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:
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