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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:

image

And add extra text in order lines

image

These 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.  You should also have read the "Importing Transactional Data" on the Training page for a basic understanding of PostTrans basics.

But if we have the option on to "’Ignore ZERO Qty’, to create a quick order pad in the PostTrans system setting, then PostTrans will ignore theses lines as they have zero qty.   Or we may prefer to have the message actually defined in the header of the transaction.

To do this we could simply select cell C7 and add tag THMessTop or THMessBot1, under the ‘Header’ tab of the PostTrans tags side bar.  Thus we have:

image

Having press Import on the PostTrans toolbar to post the transaction we have:

image

Tags of interest

The following PostTrans tags allow the above functionality:

Tag Name

Data Type

Description

THMessTop

Text

Add message at top of transaction using S3

THMessBot1

Text

Add message at bottom of transaction using S3

THMessBot2

Text

Add message at bottom of transaction using S3


With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a Code Search field (Popup search window), delete ^ at end of tag, to turn off code search

Categories: Fast Orders Entry, Transaction Data | Tags: | Return

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