The process of sending your Sage product BOM data through to Tradebox is simple. Each bill of material is placed in the Signed Off tray and when it has been approved, you can export it by selecting a number of bills to be exported at once from the batch option.
There are a number of things that users can and can’t import into their Sage 50 accounts software. One important thing to remember is that you should always back up your Sage 50 program before importing data. This will allow you to restore your accounting data if something goes wrong during the importing process.
You should also check that the file path and file name that you use for importing your export is correct. If it is not, you can click the arrow button next to the specified path and file name to change it. This will open a windows Explorer dialog box, allowing you to specify a different path or file name.
Once your Sage data has been exported, you can import it into Tradebox. The process is similar to importing sales orders, and you can choose from the following options: Select the product records to import, or select all products to import all product record details. If your product records have already been set up in Tradebox, you can also select the option to update existing IDs and stock levels.
In order to successfully import FORMULATOR into Sage Line 50, you must ensure that the item’s starting inventory is matched in both programs. This can be done by running the “Sage 50 – Import Items and Beginning Inventory” module from the FORMULATOR main menu.
The import process in Sage 50 is very simple and straightforward. The user should follow a few guidelines in order to avoid errors during the import. It is also a good idea to make a backup of the database before starting any imports. This will allow the user to undo any mistakes that might happen during the process.
There are several things that you can’t import into Sage 50 Accounts. These include: Bill of materials, Inventory, Price lists, and Advanced budget information. You can also import only stock transactions, not Movement out and Movement in. You can’t import foreign currency bank transactions, either.
FORMULATOR can import Sage 50 items and beginning inventory, but you can’t import an existing inventory item’s starting inventory. To do this, you must use the Sage 50 – Import Items and Beginning Inventory module, which can be found on the INTEGRATOR main menu.
When importing into Sage 50cloud accounts, you may encounter the following error: “Transaction not allowed with this account type.” This message shows up when you try to import a transaction that has a debit and credit net amount of zero. You can resolve this problem by removing the transaction from your import file or changing the account type to a different one.
Transpose is a Sage Line 50 / PeachTree / Sage 100 importing program that can be used to import transactions into Sage Line 50 Accounts from CSV, Excel, or database files. The program can import audit file transactions (with grouping), sales orders, sales invoices and credits, payments on account, stock transactions (with stock level checking), project records, and more.
There are a few things that you need to keep in mind before you start importing data into Sage 50. First and foremost, make sure that you have a backup of your Sage database in case something goes wrong during the import process. This will help you restore your system if anything should go wrong. It is also a good idea to take a look at the errors that may occur during the process.
For example, if the amount for the sales transaction is less than the total amount of the bill of materials, this will cause an error to appear when the Sage 50 import process is complete. Another common error is if the nominal code on a transaction isn’t the same as the Sage Accounts defaults (i.e., 1100 for Debtors Control and 2200 for Sales Tax). If you encounter this problem, you can correct it by changing the nominal code on the transaction before attempting to import it again.
FORMULATOR has advanced BOM functionality that supports the full costing model of Sage 50 and includes material, labour and machine overhead costs for each unit of measurement. FORMULATOR also offers lot tracking and tracing for purchases, sales, and manufacturing. It even allows for physical inventory synchronization so that production, purchasing, and sales can continue while the physical inventory is being counted.
There are a few different kinds of errors that can occur when importing Sage 50 data into FORMULATOR. The most common error occurs when the import file does not have a valid product code or is missing a required field. This can be fixed by removing the space in the product code or adding a leading zero to it.
Another common error occurs when importing invoice and credit items. When importing Sage 50 transactions, it checks to see whether the Quantity times Unit Price equals the Amount (Extension Price). If this does not occur, you will receive an error message stating that your product price is not valid. This can be corrected by making the necessary correction in your old Sage 50 company and then exporting/importing again.
The third common error occurs when importing Sage 50 transactions that contain a T18 tax code for postponed accounting. If this is the case, you will need to process these transactions independently in your Sage 50cloud Accounts program to avoid losing balances.
The fourth error occurs when attempting to import purchase or sales journal entries that are not 100% completed. It is important to note that when importing these journals, the existing purchase or sales orders will remain open and any distributions will need to be manually applied after they are imported.