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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:

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

Posting Contra Nominal Journal in Sage 50

Posting Contra Nominal Journal in Sage 50
To aid the entry of a nominal journal, PostTrans allow the user to specify a contra nominal account, and calculate the total Credits/Debits listed in your Sage Nominal Journal, and post the opposite side on the journal to the specified Sage Contra account. Example: Press Help, on the PostTrans toolbar, then select example “Contra Nominal Journal” 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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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:

Postcode Address Look-up in Order/Customer entry

Postcode Address Look-up in Order/Customer entry
Postcode Address Look-up in your order sheet...
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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:
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