Sage 50:Product Adjustment

This type of PostTrans import, imports Product Adjustment, which can be input manually, data from an ODBC connection or imported from CSV file.

• Product Adjustment Import Features
• Template Example
• Demo Videos
• Template Structure in detail
• Common Features
• Transaction Options
• Template Tags
• Related Example Templates included with PostTrans

Import Sage 50 Product Adjustment Features

• Detailed conformation before transaction importation
• Highlighted Validation of codes and data
• Search for Products and other codes etc., using our In-Cell Searching
• Add formula, vba or macros to manipulate the imported data
• Cannot Post Sage journal twice. Writes POSTED in row, with transaction Ref generated.
• Can skip Zero values enabling quick entry template to be created
• Chain posting, allows a second template to post, for Back to Back order Pro
• Easily Add your own validation, using the THBefDisplayMessage tag
• Easy importation from CSV file

Example Sage 50 Product Adjustment in Excel

Simple Sage 50 Product Adjustment in Excel

The above is a screen shot of a Product Adjustment layout which is automatically generated after selecting this type of transaction, many of the fields are optional and are filled in automatically by PostTrans. The user need only enter Product Code and Quantity, all other fields are then filled in by PostTrans.

Indeed it is possible, using the "Ignore Zero Qty" system setting, to list all stock codes in the sheet. And thus the user simply fills in the qty against those stock items required. See Creating a Sales Order pad, which shows how to do this with an order, but the principle is the same. Pro

The cell A1 has a tag “Sage50transAdj” to designate the type of import. It uses a series of tags, placed in row 28, to identify the lines, or splits, in the Sage Line 50 Transaction.

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

Template Structure for Transaction Data

The template must have tag ‘Sage50TransAdj’ in the comment of cell A1 to instruct PostTrans that we are interested in importing Transactions, and that the sheet is a PostTrans Template. Pressing Import or Extract on a blank sheet will either open an existing example or create basic template for you to customise.

On-line Training video of how all this works 

Common Features

In-Cell Searching

Any Tag ending with ^ will have a In-cell search facility to look up associated values.  Use SPACE + TAB to see all values, or SPACE and TEXT to perform a text search on description. These are returned to the cell as "CODE, DESCRIPTION".  PostTrans only uses the CODE and ignores the comma and anything after it, thus data from a field would only need the CODE part of the data if from an external imported file.  

In-cell Searching can be turned off by removing the ^ from the end of the tag name, or name in first line of comment (Header cells) to disable in-cell searching for a single column, or header cell.  All in-cell searching can be turned off in Setup.  In-cell searching.

Cursor Path

The path the cursor takes through the sheet, when entering data manually, can also be easily defined in Setup.  See Set Cursor Path

Importing the Data

Simply press the Import button to validate and import the data into Sage 50.  PostTrans will read the Header cells and then process the rows of data until TLProduct column contains no data. The Sage Company imported into can be set in the Setup window.

PostTrans ONLY edits those fields listed on the sheet when importing, thus any existing values, on a record, are unaffected.   New records may have default values for certain fields.

Validation

Any values and associated codes will be invalid during import.   The cursor will be moved to highlight any problems in data.

POSTED Document Ref

After Posting a transaction, PostTrans will write "POSTED:" and the transaction reference number in column A (tag TLPosted).  Lines marked as "POSTED" are then ignored by PostTrans when re-posting. So, transactions cannot easily be posted twice. So the transaction can not easily be posted twice.   The user would have to remove "POSTED" from column A in order to post the transaction a second time.  The user would have to remove "POSTED" from column A, to post the transaction a second time.

Confirmation before Posting Transaction

Just before posting the validated transaction, PostTrans will optionally show a transaction summary for the user to validate.   This can be turned off in Setup window.

File Import Button

This can be enabled in Setup to easily import CSV, or fixed length files, into sheet for importation.   Formula can also be added, or macros/VBA to manipulate this data before importation.   Import from CSV file.

Clear Button

The Clear button will clear all values on the sheet, according to the row just above the tag row, and copy down any formula.  Clear Transaction and copy down formula

Evaluation and License

This functionality will work with Sage Demo data without a license. A license is required to import into any other Sage Company. 
A subscription be purchased, and cancel on-line at any time very easily.   Pricing

What else can I do?

Other Sage 50 Extract/Import types

Frequently Asked Questions?

Got another question? It may well be covered on our Frequently Asked Questions page.

Demonstration Video

Download Product Adjustment Import Template

To use the template, with Sage 50, 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.