In a PostTrans transaction template, PostTrans scans down the sheet until it finds 5 consecutive blank description lines,and then posts the transaction.  Thus the tag TLDesc is used to detect the “End of File”.

Service Transactions

Service Invoices can be imported using the Transaction type ‘SSI, Sales Service Invoice’.   This allows allows a simpler import:

is imported as:

Description of a Product

Transaction type ‘SQ,Sales Quote’, ‘SO,Sales Order’, ‘SI,Sales Invoice’, ‘PO,Purchase Order’

Depending on the system switch “Read Product Description from spreadsheet”,   PostTrans will either use the text defined in the Sage line 50 Product record, or the description entered on the sheet.  By default this is OFF,  thus by default the user cannot override the Sage 50 Product description.

Press Setup on the PostTrans toolbar gives access to this switch:

Non – Product: Entering a Text Line

If the user enters a simple text line in the column below the TLDesc  tag, then the text will be imported as a Sage Line 50 S3 item, thus allowing a large amount of text to be entered.   And of course Qty and Unit price values can be assigned to such lines.

An option “If no Product code Post Description S3, else S1” will make PostTrans use S1 instead of S3 item.  And if option “Product Desc word wrap in Comment1/2” is ON then PostTrans will word wrap the text to fit into the 3 lines in the S1 item.

Word wrapping a cell in Excel

For long text descriptions, you may want to make PostTrans Word Wrap the Text cell:

to fix this we simply right click on the cell, and select

Now we select “Word wrap”

 

Other reading

Creating text message top/bottom of transaction discuses how to add text to the top and the bottom of a transaction using a special header tag