If you are rebuilding your Sage 50 company (or changing the accounting method) you will need to import your stock mappings. This program is designed to help you with that process.
Manage Sage 50 BOMs (Bill of Materials). Includes a function to disassemble an assembly back to its original components and a high speed search facility by product code or text within the description.
Product Descriptions
A new feature will import Excel style multi line product descriptions into the Sage 50 Product Memo and Web Long Description fields. Including the option to use tagged columns (PrCRC) to select which rows should be extracted and updated on Import. This helps to reduce data duplication. The program will also update the Sales & Cost Prices for BOM Assemblies by adding a category based mark-up to the current Cost Price held in each of the components that make up the assembly.
If you have a large number of Sage BOM assemblies, sub-assemblies and components in stock this is the program for you. It will disassemble the assembly back to its original components allowing you to view a list of all the parts that are required to build the stock item, plus a high speed search facility will locate the component stock items by product code, barcode or text within the description.
The program can also be used to trigger BOM Transfers and Movements Out using a CSV file. This can be useful if you are moving stock between sites or for adjusting the inventory of an end product such as batteries. It can also be used to re-build assembly components that have been sold, so that the new product can be stocked up before it is shipped out. This is a useful alternative to the Manual Stock Transfer function in Sage which has the disadvantage of not being tied into sales or purchase history.
Part Numbers
The sage 50 import bill of materials feature is used to manage sales and inventory where you track an end product and the subcomponents that make it up. It works by storing the component part codes in the Sage product record and linking them to a stock item that will represent the end product when sold. This allows you to check that the order and invoice contains all the components needed to build the end product, and also gives you a full listing of your inventory of the component parts, including their prices.
PostTrans provides a number of templates to allow you to easily extract, amend and then re-import the product BOM data. Each template starts with a tag, in cell A1, that tells PostTrans what type of file you are trying to import, such as ‘Sage200manBOMitem’ or ‘Sage50prodBOM’. Clicking on these tags will open or create a basic template that you can customise.
The fields that are included in the Import Files tab of the PostTrans Template can be rearranged and hidden, and more columns can be mapped by clicking on the Tags button to insert new ones. These can be any field from the Product file, such as Web Descriptions or Discount Tables. A SiParent column is also provided which, if checked, allows you to use the Tags button on a spreadsheet to find any records with a matching SiParent code in your importing file.
Subcomponents
This program will import a complete Sage 50 Bill of Materials into your inventory system. The BOM is designed to handle sales and inventory where you track both the end product that you sell and the subcomponents that make it up. Click here for Sage’s full knowledgebase article on BOMs.
A high speed search facility will locate Assemblies by product code, barcode or text within the product description. The program will also show you a list of all Assemblies with their cost price, sales price and quantity in stock plus a multi level BOM explosion in tree format.
The program will also allow you to monitor a specified folder for new CSV files and then automatically import them. Optionally, the program will create new Customer or Product records if they don’t exist.
You can specify a path and filename for the imported data (optional). The import process will translate as much of the original file information into Sage 50 as possible. If the first row of the data file contains headings, select the First Row Contains Headings check box.
Many users of Tradebox don’t hold any stock of their end products, they physically ‘build’ them to order from their subcomponents, then use the Sage function Stock Transfer to adjust the end product inventory out for the number of ‘builds’ that are posted to Sage. This option can be used to record the Stock Transfer adjustment in the BOM tab of each Sage product that makes up the end product.
Costs
Using PostTrans, you can easily extract and filter Product Bill of Materials data from Sage Line 50 into a Microsoft Excel spreadsheet. This makes it easier to modify the imported data before re-importing it into Sage. You can also import new Product BOM data into Sage by pressing the Import button, on the PostTrans Toolbar. This function is only available for version 8.3 and above. Before importing your Product BOM data, you should familiarize yourself with the ordering of the different types of data that can be imported into Sage. Some data needs to exist in the Sage system before other data can be imported, for example, the Chart of Accounts and Customer List must be imported first.
The Product Assembly feature in MISys Manufacturing is used to build items from the component parts that you have stock of. All components that you are building must have their own inventory item records in Sage accounting before the end product can be built. This allows you to associate a cost with each finished product that is built. This cost can then be passed through to the customer on a work order or sales invoice. It does not transfer serial/lot tracking or tracing information to Sage CA though.
If you’re looking for a software solution that can manage your production, Cim50 may be the perfect fit. You can stop working in your current Sage system at an agreed time and the Cim50 consultant will migrate your data to the new software. This typically only takes a few hours.