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Nominal Records

Sage 200  /  Static Data for Sage 200  /  Nominal Records

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Sage 200 : Import Nominal Record

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

Nominal Import in Sage 50

Amending Nominal Data

Having extracted data, the user can now simply edit the Sage Nominal data in Microsoft Excel, before re-importing it back to Sage 200.   Only changed records will be updated in Sage.

Importing Nominal 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 Nominal 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 associated 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 50 Nominal data

To use the template, with Sage 200, install PostTrans. Download
Trial with Sage demo company. Purchase a month subscription for Live Sage Company. Price
Watch the On-line Training course on how to use and customise the templates.

Nominal Extract/Amend/Import Template

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

The cell A1 has a tag “Sage200nom” to designate the type of import.  It uses a series of tags, placed in row 1, to identify the data to be processed.  

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

Nominal Required fields

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

Sage200nom, NoErrorDesc, NoCode, NoName

Cell A1 must equal Sage200nom

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

Restrictions

You can edit Nominal Records, such as the bedget figures, but not add new ones.

 

Tags for Nominal Records

The following PostTrans tags can be used to extract/import Nominal 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:

Sage200nom

Text Req

Returns `POSTED` if Trans line has been posted and will be ignored if `POSTED` (required). Also reports errors/warnings in data row

NmCRC

Text Req

Contains CRC number to help PostTrans detect changes in current row.

NmDelete

Text 1 Req

Delete record if "X"

Account:

NmCode

Text 8 EOF Req

Code

NmName

Text 60 Req

Name

NmCostCentre^

Text 3

Cost Centre
    In Cell Searching values in table CC

NmDepartment^

Text 3 Req

Department
    In Cell Searching values in table DEP

NmType^

Text 1 Req

Account Type
        In Cell Searching values:Nominal Type
                  P, Posting
                  G, Group
                  M, Memo

NmReportCat^

Text 4 Req

Report Category
    In Cell Searching values in table NomReportCat

Account Settings:

NmDisplay

Yes/NoTF

Show Bal in Selection

NmUseBatchPost

Yes/NoTF

Batch Totals Only

NmAllowJournals

Yes/NoTF

Journals Allowed

NmPeriodKeep

Integer Req

Periods To Keep

Consolidated Account:

NmConsNomCode^

Text 15 XML

Cons Nominal Code
How Nom/CC/Dep are specified
    In Cell Searching values in table NOM

NmConsCC^

Text 3

Cons Cost Centre
How Nom/CC/Dep are specified
    In Cell Searching values in table CC

NmConsDep^

Text 3

Cons Department
How Nom/CC/Dep are specified
    In Cell Searching values in table DEP

Analysis Codes:

NmAnal1^

Text 60 XML

Analyisis code 1 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 01

NmAnal2^

Text 60 XML

Analyisis code 2 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 02

NmAnal3^

Text 60 XML

Analyisis code 3 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 03

NmAnal4^

Text 60 XML

Analyisis code 4 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 04

NmAnal5^

Text 60 XML

Analyisis code 5 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 05

NmAnal6^

Text 60 XML

Analyisis code 6 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 06

NmAnal7^

Text 60 XML

Analyisis code 7 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 07

NmAnal8^

Text 60 XML

Analyisis code 8 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 08

NmAnal9^

Text 60 XML

Analyisis code 9 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 09

NmAnal10^

Text 60 XML

Analyisis code 10 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 10

NmAnal11^

Text 60 XML

Analyisis code 11 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 11

NmAnal12^

Text 60 XML

Analyisis code 12 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 12

NmAnal13^

Text 60 XML

Analyisis code 13 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 13

NmAnal14^

Text 60 XML

Analyisis code 14 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 14

NmAnal15^

Text 60 XML

Analyisis code 15 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 15

NmAnal16^

Text 60 XML

Analyisis code 16 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 16

NmAnal17^

Text 60 XML

Analyisis code 17 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 17

NmAnal18^

Text 60 XML

Analyisis code 18 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 18

NmAnal19^

Text 60 XML

Analyisis code 19 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 19

NmAnal20^

Text 60 XML

Analyisis code 20 - Setup View >> Analaysis code menu option will list mapping numbers and values
    Sage V2015 onwards
    In Cell Searching values in table AnalNom 20

ObjectStore Mappings:

NmUser1

Text 30

10 user defined fields which can be mapped to Sage ObjectStore Builder customisations
How to map Sage ObjectStore Builder customisations

NmUser2

Text 30

User2

NmUser3

Text 30

User3

NmUser4

Text 30

User4

NmUser5

Text 30

User5

NmUser6

Text 30

User6

NmUser7

Text 30

User7

NmUser8

Text 30

User8

NmUser9

Text 30

User9

NmUser10

Text 30

User10

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

XML = Un-attended PostTrans XML API for Sage 200

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.