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Archive by category: Transaction DataReturn

Sage 50 Apply discount to whole transaction (Single Transaction Import)

Sage 50 Apply discount to whole transaction (Single Transaction Import)
PostTrans can handle Sage 50 overall transaction value discount, or Qty based discount, by simply adding you own formula to calculate the overall discount on the header of the transaction. Example: Press Help, on the PostTrans toolbar, then select example “Apply discount to whole transaction” 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. Thus if we take our standard S...
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Categories: Fast Orders Entry, Transaction Data | Tags:

Sage 50 VAT Nominal Journal

Sage 50 VAT Nominal Journal
Use PostTrans to post VAT Nominal Journal from MS Excel. Great for repetitive journals + add your own calculations.
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Categories: Sage Line 50, Nominal, Transaction Data | Tags: Nominal, Sage Line 50, VAT

Saving template after posting

Saving template after posting
After posting a transaction, or series of transactions using PostTrans, you may want the template to be saved with the posted data in it. Example: Press Help, on the PostTrans toolbar, then select example “Auto saving template after posting” 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. PostTrans has a very flexible method of doing this, which also handles revis...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry | Tags:

Validating Transaction before posting

Validating Transaction before posting
Before you allow PostTrans to Post a transaction into Sage 50 you may want to do your own validation.  Example: Press Help, on the PostTrans toolbar, then select example “Validating Transaction before posting” 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.Example – Stop Transaction PostingIf we take the standard post a transaction template:We can select cell C7, and add ta...
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Categories: Transaction Data, Fast Orders Entry | Tags:

How to create a Quick Order Pad for Sage 50 or 200

How to create a Quick Order Pad for Sage 50 or 200
PostTrans can be used for so many uses, but possibly the most exciting is for Sage 50/200 fast order entry.  A quick order pad can be created, and a short-cut placed on users desktop.  The user then simply double clicks on shortcut to start taking a Sage 50 or 200 Sales Order, Quote or Invoice etc. Example: Press Help, on the PostTrans toolbar, then select example “Quick Order Pad” which is the example discussed below.  You should also have read the "Importing Transactional Dat...
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Categories: Sage Line 50, Fast Orders Entry, Transaction Data | Tags:

Posting into multiple Sage 50/200 Companies - Inter-Company Transfer

Posting into multiple Sage 50/200 Companies - Inter-Company Transfer
PostTrans is very powerful when posting into multiple Sage 50/200 companies, which can be used to create Inter-Company Transfer easily. Pro In the example below we post Sales Order and Purchase Orders into separate companies in one operation.  The following PostTrans transaction types aid inter company stock transfers, by by passing the Order Process system: Type Sage Version Description PIA50/200 Purchase Invoice + Stock Adjustment IN for the stock at cost price specified SIA 200...
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Categories: Sage Line 50, Transaction Data | Tags:

Setting Cursor Path In PostTrans Template

Setting Cursor Path In PostTrans Template
In order to enable fast order entry in Sage 50/200, PostTrans allows you to create a MS Excel PostTrans template, to further enable good user experience we can define the path the cursor will take in the template, when enter or tab is pressed.This can be used to aid fast Order entry, Stock Adjustment or Nominal Journal entry.ExampleFor example lets start an new sheet.  Simply open a blank Excel spread sheet and press Import button.  PostTrans will then offer you all of the import tags to create ...
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Categories: Transaction Data, Fast Orders Entry | Tags: sage line 50, sage line 200

Printing and e-mailing Transaction after posting in Sage 50/200

Printing and e-mailing Transaction after posting in Sage 50/200
Printing a Sage 50 (V20 2014 onwards) and 200 Quote, Order or Invoice (Sage 50 only) requires the Pro version of PostTrans.  Out of the box the option to show print options is turned on, thus after posting a transaction PostTrans will show the following print/e-mail option:          Print preview          Print to printer.  Default printer can be set in Setup >> printing tab     &...
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Categories: Sage Line 50, Sage Line 200, Transaction Data, Fast Orders Entry | Tags:
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