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Sage 200 : Extract/Amend/Import Asset Record

To extract Asset data simply press Extract button, on the PostTrans Toolbar, this will allow you to extract Asset data from Sage 200 2015 onwards. You can also add filtering criteria in row 2.

Asset Import in Sage 50

Amending Asset Data

Having extracted data, the user can now simply edit the Sage Asset data in Microsoft Excel, before re-importing it back into Sage 200. Note only changed records will be updated in Sage.

Importing Asset Data

Simply add new lines to the spreadsheet from row 4 on-wards. Then press Import button, on the PostTrans Toolbar, to import new Sage Asset records.

Filter

The customer data can be extracted, using the Extract button, and optionally filtered. see How to filter Sage 200 extracted data.

In Cell Search

The user can search for Nominal, Price List, Department codes by entering the start of the code. Or any part of name, see Code Search for more information.

Demonstration Video

To be recorded

The video shows how to easily Extract, Amend, and import Sage line 200 Asset data

To use the template, with Sage 200, install PostTrans. Download
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Asset Extract/Amend/Import

This PostTrans function allows the user to easily extract, amend, and import Sage 200 Asset data.

The cell A1 has a tag “Sage200asset” to designate the type of import. It uses a series of tags, placed in row 1, to identify the data to be processed. Import

These tags, listed in table below, can be easily added to a spreadsheet using the Tags button. See Training for an explanation of this.

Asset Required fields

To Import/Extract/Amend Exchequer Enterprise Asset Data, the following Tags/Fields must be specified:

Sage200asset, AsErrorDesc, AsDelete, AsCode

Cell A1 must equal Sage200asset

AsCode is used to detect end of spreadsheet. PostTrans will stop Importing/Amending, from row 4 on-wards, when this field is empty.

Restrictions

Cannot delete records

Tags for Asset Records

The following PostTrans tags can be used to extract/import Asset Records into Sage 200 .

See Online Training for Static templates for a full explanation of tags, and how PostTrans reads them to define the Extract/Import template.

Tag Name	Data Type	Description
Important Fields:
Sage200asset	Text	Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row Sage V2015 onwards
AsCRC	Text Req	Contains CRC number to help PostTrans detect changes in current row. Sage V2015 onwards
AsDelete	Text 1	Delete record if "X" Sage V2015 onwards
Details:
AsAssetno	Text 60 Req	Asset Number Sage V2015 onwards
AsDesc	Text 120 EOF Req	Description Sage V2015 onwards
AsInitialValue	Double Req	Initial Value Sage V2015 onwards
AsAcqDate	Date	Acquired Date Sage V2015 onwards
AsLastDate	Date Read	Last Depreciation Date Sage V2015 onwards
AsDispDate	Date	Disposed Date Sage V2015 onwards
Depreciation Details:
AsDepType^	Integer Req	Depreciation Type Sage V2015 onwards In Cell Searching values:Depreciation Type 1, Annual Straight Line 2, Period Straight Line 3, Annual Reducing Balance 4, Period Reducing Balance
AsDepPercent	Double Req	Depreciation Percent if Type=Reducing Balance Sage V2015 onwards
AsResidualValue	Double	Residual Value if Type=Straight Line Sage V2015 onwards
AsAssetLifeSpan	Integer Req	Asset Life Span if Type=Straight Line Sage V2015 onwards
AsBookVal	Double	Net Book Balance Sage V2015 onwards
AsBalNominal^	Text 16 Req	Balance Sheet Depreciation Account Number. If CC and DEP columns are mapped then the CC and DEP values will be written to separate columns, ohterwise NOMCODE/CC/DEP format How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table NOMbal
AsPLNominal^	Text 16 Req	Profit and Loss Depreciation Account Number. If CC and DEP columns are mapped then the CC and DEP values will be written to separate columns, ohterwise NOMCODE/CC/DEP format How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table NOMpl
Analysis:
AsManager	Text 60	Manager Sage V2015 onwards
AsLocation	Text 60	Location Sage V2015 onwards
AsAnalysis1	Text 60	Analysis1 Sage V2015 onwards
AsAnalysis2	Text 60	Analysis2 Sage V2015 onwards
AsAnalysis3	Text 60	Analysis3 Sage V2015 onwards
Other:
AsBalCC^	Text 3	Balance Sheet Depreciation Account Cost Centre. Only use for setting with formula How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table CC
AsBalDep^	Text 3	Balance Sheet Depreciation Account Department. Only use for setting with formula How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table DEP
AsPLCC^	Text 3	Profit and Loss Depreciation Account Cost Centre. Only use for setting with formula How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table CC
AsPLDep^	Text 3	Profit and Loss Depreciation Account Department. Only use for setting with formula How Nom/CC/Dep are specified Sage V2015 onwards In Cell Searching values in table DEP
ObjectStore Mappings:
AsUser1	Text 30	10 user defined fields which can be mapped to Sage ObjectStore Builder customisations How to map Sage ObjectStore Builder customisations
AsUser2	Text 30	User2
AsUser3	Text 30	User3
AsUser4	Text 30	User4
AsUser5	Text 30	User5
AsUser6	Text 30	User6
AsUser7	Text 30	User7
AsUser8	Text 30	User8
AsUser9	Text 30	User9
AsUser10	Text 30	User10

Req = Field is required EOF = End of file, Stop when no more values

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

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.