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File formats

You can use the following formats when importing and exporting from Sage 200:

Comma Separated Value (csv) format

You must include a file header, specifying the fields (identifiers) you intend to import. Then each new record must start on a new line and each value must be separated from the next by a comma.

Extensible Markup Language (xml) format

Each value must be separated from the next using tags <FIELD NAME> to define and start the identifier and </FIELD> to define and close the identifier, with the import entry defined between.

For example:

<FIELD NAME="AccountNumber"></FIELD>

or 

<FIELD NAME="STOCK ITEM CODE">1</FIELD>

or

<row>
	<field name="WorksNumber">001</field>
	...
</row>

Each record must be allocated its own line using <row> to start the record and </row> to close the record.

Note: Example csv and xml files are provided. When you click on a csv example file link, the file opens in Microsoft Excel and you can save this to your desktop. When you click on an xml example file link, the file opens in a browser window. Refer to your browser help for instruction on how to save the content to your desktop.

What can I import/export?

Note: Some data types can only be imported or exported in an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. format.

Use the information provided in each of the following sections to see how data can be imported into Sage 200. Each section contains links to open examples of the required file layouts and information about the required file identifiers.

On Premise deployments only - The example file layouts can also be found on the Sage 200 installation DVD.

Customer and Supplier Accounts

You can import customer and supplier accounts, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

AccountNumber, AccountName and CurrencyISOCode are mandatory and if you are creating a euro duplicate account for the customer or supplier, the EuroAccountNumberCopiedFromTo is also mandatory.

Other identifiers can be mandatory if other identifier values are set.
  • If PLPaymentGroup = 2 (ebanking), then banking codes are also mandatory.

    • Note: You cannot pay foreign suppliers electronically, so ensure payment groups for foreign suppliers do not have ebanking selected for their payment group.

  • CountryCode, MonthsToKeepTransactionsFor, DefaultNominalAccountNumber, PaymentTermsInDays, SYSPaymentTermsBasis and PLPaymentGroup must all hold values in order for Sage 200 to create accounts. You have the option to enter values individually for these in the import file, but you can also enter or select default values to fill in this information when you run the Import Accounts options. This can save some time when preparing import files.

Customer Accounts

Supplier Accounts

Nominal Accounts

You can import Nominal accounts, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

AccountNumber is mandatory. AccountReportCategory is also mandatory if NominalAccountType is not G - Group Account.

Sales and Purchase Transactions

You can import sales and purchase transactions, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

Different identifiers are mandatory depending on the transation type you are importing.

For invoices and credit notes
  • The AccountNumber, TransactionDate, SYSTraderTranType, DocumentToBaseCurrencyRate, DocumentToAccountCurrencyRate and GoodsValueInAccountCurrency identifiers are mandatory.

  • You can have an unlimited number of tax amounts. The first is mandatory. If tax is split over two tax codes, the first should have the information for one tax code and the second should have the information for the other tax code.

  • Nominal Analysis.

    You can have an unlimited number of account numbers, per transaction, for invoices and credit notes. The first is mandatory, to ensure correct postings to the nominal ledger. The other is optional.

For payments and receipts
  • The AccountNumber, TransactionDate, SYSTraderTranType, GoodsValueInAccountCurrency,CBAccountNumber identifiers are mandatory.

    • Note: If you are importing foreign currency receipts or payments, enter the GoodsValueInAccountCurrency amount of the receipt or payment in the currency of the customer or supplier account.

  • Tax is not applicable when importing receipts or payments.
  • Nominal Analysis is not applicable when importing receipts or payments in base currency. The Nominal Analysis fields can be used to import bank charges for foreign currency payments and receipts.
    • To add a line in the import file so that you can apply bank charges, you must specify:
      • The amount of the bank charge - NominalAnalysisTransactionValue/1.
      • The nominal account the bank charge posts to. You can include the cost centre and department, if required - NominalAnalysisNominalAccountNumber/1, NominalAnalysisNominalCostCentre/1, NominalAnalysisNominalDepartment/1.
      • If required, a description of the bank charge line - NominalAnalysisNominalNarrative/1.

      If you have more than one bank charge line for a transaction use NominalAnalysisTransactionValue/2 etc.

  • If importing foreign currency payments or receipts, the following must be entered:
    • The currency of the foreign currency receipt or payment - ChequeCurrencyName must be the same as the currency Name in the Exchange rate table.
    • If the receipt or payment is in the same currency as the customer or supplier account and/or bank account:
      • The ChequeToBankExchangeRate should be 1 (one).
    • If the receipt or payment is in a different currency from the customer or supplier account and/or bank account:
      • Specify the exchange rate in ChequeToBankExchangeRate.
      • Specify the amount of the receipt or payment in the currency of the customer or supplier account in ChequeValueInChequeCurrency.

Sales Transactions

Purchase Transactions

Nominal Transactions

You can import nominal transactions, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

The AccountNumber, GoodsAmount and PostedDate identifiers are mandatory.

  • Although the UniqueReferenceNumber, User Number and Source are not mandatory, if you do not enter values for these, the import will:

    • Note: To indicate transactions originating from a source other than Sage 200, enter any value between 16 and 90.

  • If the header for TransactionType is not specified in the import file, transactions will be imported as type JournalEntryTypeEnumAuto. However, if the header is included in the import file, you must specify a valid transaction type (0-8).
  • If the header for the TransactionDate field is included in the import file, you must enter a transaction date for each transaction.
    • Nominal budget values

    You can import nominal budget values using the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file type only.

    AccountCostCentre, AccountDepartment, AccountNumber, BudgetYear and AnnualBudget are mandatory.

    Note:

    The number of budgets you import must match the number of accounting periods configured in the system.

    If you have different numbers of accounting periods defined for different years in Accounting System Manager then you must import these separately.

    Nominal report categories

    You can import nominal report categories, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

    All file identifiers are mandatory.

    Nominal cost centres

    You can import nominal cost centres using the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file type only.

    The Code identifier is mandatory.

    Nominal departments

    You can import nominal departments, using the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file type only.

    The Code identifier is mandatory.

    Stock items

    You can import and export stock items, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file formats.

    You can import stock item extensions, using the xml file format only.

    Stock items

    Stock item code, Stock item name, Product group and Tax code are mandatory.

    Stock item extensions for Manufacturing

    If you import stock items from another system into Manufacturing, you can also import Manufacturing stock item details.

    Note: You cannot import these unless you have imported the associated stock item records. Also, you cannot import data from Sage 50 Manufacturing.

    Data is exported to and imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    More about the file structure

    These items relate to the Stock item record Manufacturing and Details tabs and the default manufacturing warehouse for the stock item (set when you add a warehouse on the Locations tab).

    Item in Import File

    		 Item in Stock record

    Mandatory

    Use

    Notes

    StockCode

    		Code

    Yes

    This refers to the item in the Stock Control module.

    The stock item must exist in Stock Control.

    AggregateDays

    		Aggregate Demand (days) No

     

    Sets to 0.00 if left blank in the import file.
    WorksOrderBatchMinQty Minimum order quantity No   Sets to 0.00 if left blank in the import file.
    WorksOrderBatchMaxQty Maximum batch size No   Sets to 0.00 if left blank in the import file.
    CanCancelWorksOrders MRP can cancel Works Orders No

    Specify true or false.

    True specifies that works orders can be cancelled.

    True selects the check box in the Stock item Manufacturing tab.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    CanCancelPurchaseOrders MRP can cancel Purchase Orders No

    Specify true or false.

    True specifies that purchase orders can be cancelled.

    True selects the check box in the Stock item Manufacturing tab.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    MRPReplenishmentRulesTypeID MRP Replenishment option No

     

     

    Sets to 0.00 if left blank in the import file.
    MRPReplenishmentMultipleValue Multiples quantity No

     

    		 Sets to 0.00 if left blank in the import file.
    Linked Allow linked under MRP No

    Specify true or false.

    True specifies that MRP will treat the stock item as linked.

    True selects the check box in the Stock item Manufacturing tab.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    UseDemandWarehouse MRP Make Recommendation Location No

    Specify true or false.

    True specifies that the demand/completion warehouse will be used to record the stock items in the warehouse specified on the works order.

    True selects the MRP Make Recommendation Location Use demand/completion Warehouse radio button in the Stock item Manufacturing tab.

    False selects the Use default Warehouse radio button instead.

    Use default Warehouse is also selected if this is left blank in the import file.
    UseWOCompletionWarehouse

    MRP Component Replenishment

    		No

    Specify true or false.

    True specifies that the demand/completion warehouse is used to check for the stock items in the warehouse specified on the order.

    True selects the MRP Component Replenishment location Use demand/completion warehouse radio button in the Stock item Manufacturing tab.

    False selects the Use warehouse hierarchy radio button instead.

    Use warehouse hierarchy is also selected if this is left blank in the import file.
    ApplyReorderLevelAfterMaximum Reapply Reorder Rule On Recommendation No

    Specify true or false.

    True specifies that the MRP Replenishment option is reapplied to demand quantity after Maximum batch size is considered.

    True selects the check box in the Stock item Manufacturing tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    ReplenishmentHorizonDays Replenishment Horizon (days) No   Sets to 0.00 if left blank in the import file.
    BuiltBoughtDefaultMake Bom details No

    Specify true or false.

    True specifies that BOMs are Built/Bought Default Built.

    True sets the Bom details Built/Bought setting to Default Built.

    False sets the Bom details Built/Bought setting to Default Bought.

    BulkIssue

    Bulk Issue

    		No

    Specify true or false.

    True specifies that stock movements can be handled manually for this component.

    True selects the Bulk Issue check box in the Stock item Manufacturing tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.

    BomItemType

    Bom details

    		Yes Specifies the BOM item type of Component, Built, Phantom or Built/Bought. The BOM details radio button is selected on the Stock item Details tab.
    DefaultWorksOrderWarehouse Default Manufacturing Warehouse Yes Specifies the name of the default Manufacturing warehouse.

    The warehouse name must exist on the stock item.

    ScrapPercent

    Scrap Percentage

    		No    
    CostHeadingName Cost Heading Yes Specifies the default cost heading for all stock items in the product group. The cost heading must exist in the Manufacturing System Manager.
    Stock product groups

    You can import product groups, using the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. and xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file format.

    You can import product group extensions, using the xml file format only.

    Product groups

    Code, Description and Type are mandatory.

    Other identifiers can be mandatory if other identifier values are set.
    • If Type = Stock then CostingMethod and StockTakeRecyclePeriod are mandatory.
    • If CostingMethod is FIFO, Actual or Standard, then AllowNegativeStock is mandatory.
    • If UseTraceability is Yes, then TraceabilityType is mandatory and AttributeName is applicable although it is optional.
    • If TraceabilityType is Batch, then SalesFromSingleBatch is mandatory.
    • If UseLandedCosts is Yes, then LandedCostsType and LandedCostsValue are mandatory.
    • If AttributeName is specified, then AttributeInUse, and AttributeCompulsory are mandatory.
    Product group extensions for Manufacturing

    If you import stock items from another system into Manufacturing, you can also import Manufacturing product group details.

    Note: You cannot import these unless you have imported the associated stock item records. Also, you cannot import data from Sage 50 Manufacturing.

    Data is exported to and imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    More about the file structure

    These items relate to the stock product group record Manufacturing tab.

    Item in Import File

    		 Item in product group record

    Mandatory

    Use

    Notes

    ProductGroupName

    		Code Yes This refers to the product group in the Stock Control module. The product group must exist in Stock Control.
    UseDemandWarehouse MRP Make Recommendation Location No

    Specify true or false.

    True specifies that finished goods will be placed in the demand/completion warehouse listed on the works order.

    False specifies that the finished goods will be placed in the warehouse specified as the default in Sage 200.

    True selects the MRP make recommendation location Use demand/completion warehouse radio button in the Product Group Manufacturing tab.

    False selects the Use default Warehouse radio button instead.

    Use default Warehouse is also selected if this is left blank in the import file.
    UseWOComponentWarehouse MRP Component Replenishment No

    Specify true or false.

    True specifies that the warehouse on the works order when the recommendation is raised is used to check for sufficient items in stock.

    False specifies that the warehouse hierarchy set up in Sage 200 Manufacturing is used instead.

    True selects the MRP Component Replenishment Use demand/completion warehouse radio button in the Product Group Manufacturing tab.

    False selects the Use warehouse hierarchy radio button instead.

    Use warehouse hierarchy is also selected if this is left blank in the import file.

    CostHeadingName

    Cost Heading

    Yes

    Specifies the default cost heading for all stock items in the product group.

    The cost heading must exist in the Manufacturing System Manager.
    Stock opening balances

    You can import opening balances for non traceable stock items or for batch/serial traceable items in either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. format.

    Non traceable opening balances

    Item, Warehouse, Bin, Quantity and Cost are mandatory.

    Batch/Serial traceable opening balances

    Item, Warehouse, Bin, Quantity, Cost, Type and Tnumber are mandatory.

    Stock item supplier prices (Purchase Order Processing)

    You can import stock item supplier prices, using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

    ListPrice, PricingSource and one or other of SupplierStockCode or StockItemCode are mandatory.

    Selling prices in Price Book (Sales Order Processing)

    You can import and export selling prices, using csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

    StockItemCode, Unit and Standard are mandatory.

    Project timesheets

    You can import timesheet data , using either csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file types.

    WorksNumber, Date, Hours and CostRateType are mandatory.

    Other identifiers can be mandatory if other identifier values are set.
    • If Project Accounting is installed, ProjectCode is mandatory.
    • If ProjectCode is entered, CostItemCode is mandatory.
    • If Payroll is integrated, then PayRateType can be entered.
    • If no default is available for the timesheet user or charge rates are enabled, ChargeRateType is mandatory.
    • If nominal accounts are entered on the timesheet, NominalAccountNumber, NominalCostCentre and NominalDepartment are mandatory.
    Bill of Materials

    Note: You cannot import data directly from Sage 50 Manufacturing. Sage 50 BOM data must be migrated using the Sage 50 to Sage 200 Data Migration Tool.

    Data is exported to and imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    While the following information has been broken down into discrete parts here for easy reference, it is all included in the same xml file for import.

    StockCode, BuildPackageType, StockItemCode, LineType, component Reference, drawing Reference, operation Reference, operation Phase, operation ResourceType, operation Group, subcontract Supplier, IsDefaultSupplier, CostHeading, operation subcontract Supplier, QuantityFrom, QuantityTo, Rate, operation component StockItem, component and operation Comment, and component and operation DocumentFile are all mandatory.

    Within the BOM operation, Resource Group is mandatory if ResourceType is Group. Otherwise, Resource is mandatory.

    More about the file structure
    Headers

    These items relate to the BOM record Details and Components tabs.

    Item in Import File

    		 Item in BOM record

    Mandatory

    Use

    Notes

    StockCode

    		Stock Item

    Yes

    Refers to the item in the stock module the BOM is used for.

    The stock item must:

    • Exist in Stock Control.
    • Be marked as Built, Phantom, or Built/Bought.

    BuildPackageType

    N/A

    Yes

    Components and operations belong to a Build Package and not to the BOM record.

    Currently, always specify Build for the package type.

    Note: In future versions there may be other package types available.

     

    Reference

    		Reference

    No

     

    Uses the stock item code, if left blank in the import file.

    If version control is used, a new version is created.

    If version control is not used, a BOM of the specified type cannot already exist for the item.
    Description Description No   Uses the stock item description, if left blank in the import file.
    ChangeReference Change reference No    
    Quality Standard Quality standard No    
    DefaultBuildQuantity Default build quantity No   Uses the value from BOM Settings if left blank.
    DefaultCostingQuantity Default cost quantity No   Uses the value from BOM Settings if left blank.
    AutoOverheadComputation Calculate overheads automatically No

    Specify true or false.

    True specifies that overheads will be calculated automatically.

    True selects the check box in the BOM record.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    OverheadCost Overhead Contribution No Holds monetary value if manual calculation is used. Sets to 0.00 if left blank in the import file.
    UseOnlyInBom Use only in BOM module No

    Specify true or false.

    True specifies the BOM is for use in only the BOM module.

    True selects the check box in the BOM record.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    ComponentTraceability Component association required No

    Specify true or false.

    True specifies traceable components must be associated with traceable finished items.

    Note: This is not applicable if the finished item is not traceable.

    True selects the check box in the BOM record.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    UserRevisionNumber Revision No  

    If version control is used, the number you enter is used. Leave blank to increment the last revision number.

    If version control is not used, any number you enter is ignored and 0.01 is used instead. Leave blank to use 0.01.
    IsOnHold On hold No

    Specify true or false.

    True specifies the BOM record is on hold.

    True selects the check box in the BOM record.

    Note: If on hold, a valid reason for hold must be specified.

    False leaves the check box clear in the BOM record.

    The check box is also left clear if this is blank in the import file.
    ReasonForHoldCode Reason No  

    Note: This is not applicable if the BOM is not on hold.

    If specified, it must be a valid reason.
    EffectiveFromDate Effective from No    
    EffectiveToDate Effective to No    
    AnalysisCode1 ... AnalysisCode20 Analysis Code 1 ... 20 No   If included in the import file, must contain a valid code for the position.
    RequiresComponentReferences Component references required No

    Specify true or false.

    True specifies component references are required.

    True selects the Component references required check box on the BOM record Components tab.

    False leaves the check box clear in the BOM record.

    The check box is also left clear if this is blank in the import file.
    Component Lines

    These items relate to the BOM record Components tab and the BOM Component Details.

    Item in Import File

    		 Item in BOM record and BOM Component Details

    Mandatory

    Use

    Notes

    StockItemCode

    		Stock Item

    Yes

    Refers to the item in the stock module the BOM is used for.

    The stock item must exist in Stock Control.
    LineType Type Yes Specify Comment, Component or Subassembly.

    A BOM must exist for the item if the type is Subassembly.

    Note: If Comment, then Name must exist and other component entries should be blank.
    Description Name No Specify text to use for comment.

    Note: This is not applicable if the Type is not Comment.
    ShowCommentOnReport Show Comment Line In Reports No

    Specify true or false.

    True specifies that the comment line will be printed on reports.

    Note: This is not applicable if the Type is not Comment.

    True selects the Show Comment Line In Reports check box on the BOM - Comment Line window.

    False leaves the check box clear in the BOM record.

    The check box is also left clear if this is blank in the import file.
    UseSpecificVersion Use specific Version No

    Specify true or false.

    True specifies that a specific version will be used.

    True selects the Use specific Version check box on the Component Details window.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.

    Version

    BOM Version

    No

    Note: This only applies if UseSpecificVersion is true and the component item is a Subassembly.

    The BOM version must exist.

    Uses the latest version for the item if this is left blank in the import file.
    Instructions Instruction No    
    Quantity Quantity No   Sets to 1 if left blank in the import file.
    ScrapPercentage Scrap Percentage No   Uses the stock item value if this is left blank in the import file.
    SequenceNumber Sequence No   Uses next available number if this is left blank in the import file.
    FixedQuantity Fixed Quantity No

    Specify true or false.

    True specifies that a fixed quantity is used when ordering.

    True selects the Fixed Quantity check box on the Component Details window.

    False leaves the check box clear.

    The check box is also left clear if this is left blank in the import file.
    UseInBomOnly Use only in BOM module No

    Specify true or false.

    True specifies that the component is used in calculations only in the BOM module.

    True selects the Use only in BOM module check box on the Component Details window.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    UnitOfMeasure Unit of Measure No  

    Note: This is checked against the unit of measure entered in Sage 200.

    Uses the stock unit of measure if this is left blank in the import file.
    Notes Notes No    
    Description Description No   Uses stock record description if this is left blank in the import file.
    DocumentFile Document No    
    Component Reference

    This item relates to the BOM Component Details Component References tab.

    The number of component references must either be 0 (zero) or the same quantity on the associated component line.

    Note: RequiresComponentReferences must be set to true for the BOM, if you are assigning component references.

    Item in Import File

    		 Item in BOM Component Details

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

     

    Each reference must be unique.
    Drawing Record

    This item relates to the BOM record Drawings tab.

    Item in Import File

    		 Item in BOM Record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

     

    The reference must exist in the Drawing Register.
    Operation Header

    These items relate to the BOM record Operations tab and the BOM Operation Record Details and Notes tabs.

    Item in Import File

    		 Item in BOM Record or BOM Operation Record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

     

     
    FromRegister N/A No

    Specify true or false.

    True specifies that the operation is in the Operations Register.

    True uses all values from the operation in the Operations Register for subcontract and other values in the import file.

    False means that values from Operations Register are not used.

    Values from the Operations Register are also not used if FromRegister is left blank in the import file.
    Description Description No   Uses the Reference if this is left blank in the import file.
    Subcontract Subcontract No

    Specify true or false.

    True specifies that the operation is a subcontract operation.

    True selects the Subcontract check box on the BOM operation record.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Nonprinting Do not print Operation No

    Specify true or false.

    True specifies that the operation information should not be printed when you print documentation.

    True selects the Do not print Operation check box on the BOM operation record.

    False leaves the check box clear.

    The check box is also left clear if this is left blank on the import file.
    OverlapQuantity Overlap Quantity No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    OverlapShrinkage Shrinkage Percentage No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    OverlapPercentage Overlap Percentage No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultTimeHours Run Time Hours No   Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultTimeMinutes Run Time Minutes No   Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultTimeSeconds Run Time Seconds No   Sets the value to 0 (zero) if this is left blank on the import file.
    DelayTimeHours Delay Hours No   Sets the value to 0 (zero) if this is left blank on the import file.
    DelayTimeMinutes Delay Minutes No   Sets the value to 0 (zero) if this is left blank on the import file.
    DelayTimeSeconds Delay Seconds No   Sets the value to 0 (zero) if this is left blank on the import file.
    QuantityPerRun Quantity Per Run No   Sets the value to 1 if this is left blank on the import file.
    Notes Notes No    
    Operation Line

    These items relate to the BOM Operation Record Resources tab.

    Item in Import File

    		 Item in BOM Operation Record

    Mandatory

    Use

    Notes

    Sequence

    		Step No.      
    Phase Phase Yes Specifies if the line belongs to the Setup, RunTime or Teardown phase of the operation.  
    ResourceType Resource Type Yes

    Specifies if the resource is a labour, machine or tooling type.

     
    Group Resource Type Yes

    Specify true or false.

    True specifies that the Resource Type is a group resource.

     
    Resource Group Reference Yes if the Resource Type is a Group.  

    The group must exist for the resource type.
    Resource Reference Yes if the Resource Type is not a Group.  

    The resource must exist for the resource type.
    Rate Rate No  

    If the resource record specifies that cost rate override is not allowed, uses value from the resource record and not import value.
    Quantity Quantity No   Sets the value to 1 if this is left blank on the import file.
    TimeHours Hrs No    
    TimeMinutes Min No    
    TimeSeconds Sec No    
    FixedLength Fixed Length No

    Specify true or false.

    True specifies that the operation is fixed length.

    True selects the Fixed Length check box on the Operation Resources tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    FixedQuantity Fixed Quantity No

    Specify true or false.

    True specifies that the operation is fixed length.

    True selects the Fixed Length check box on the Operation Resources tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    ManningLevel Manning Level No  

    Note: This only applies when the resource is a labour resource.
    Priority Primary or Secondary No

    Specify Primary or Secondary.

    Primary specifies the resource is the primary resource.

    Primary selects the Primary check box for the operation resource.

    Secondary selects the Secondary check box for the operation resource.
    LineType Type Yes   This must be an operation, subcontract, comment or document.
    Notes Notes      
    Operation Sub Contract Supplier

    These items relate to the BOM Operation Subcontract tab.

    Item in Import File

    		 Item in BOM Operation Record

    Mandatory

    Use

    Notes

    Supplier

    		A/C

    Yes

    Identifies the supplier.

    The supplier must exist in the Purchase Ledger.
    OrderReference Order Ref. No    
    OrderDetails Order Details No    
    LeadTime Lead Time No    
    Saturday Saturday No

    Specify true or false.

    True specifies that Saturday is included in planning operations.
    True selects the Saturday check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Sunday Sunday No

    Specify true or false.

    True specifies that Sunday is included in planning operations.

    True selects the Sunday check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    IsDefaultSupplier Pref. Yes

    Specify true or false.

    True specifies that the supplier is the preferred supplier.

    True sets Pref. to Yes on the Operation Subcontract tab.

    Note: This can only be true on one record linked to an operation.
    CostHeading Cost Heading Yes   The cost heading must exist and be the type Subcontract.
    Operation Sub Contract Quantity Break

    These items relate to the BOM Operation Subcontract tab.

    Item in Import File

    		 Item in BOM Operation Record

    Mandatory

    Use

    Notes

    Supplier

    		A/C

    Yes

    Links breaks to a supplier.

    The supplier must be linked to the operation.
    QuantityFrom From Yes    
    QuantityTo To Yes   This must be greater than the To value.
    Rate Cost Yes    
    Hours Hours Offsite No    
    PerItem Rate Per Item No

    Specify true or false.

    True specifies that the cost is per item.

    True selects the Rate Per Item check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Operation Sub Contract Component

    These items relate to the BOM Operation Components tab.

    Item in Import File

    		 Item in BOM Operation Record

    Mandatory

    Use

    Notes

    StockItem

    		Component

    Yes

     

    This must contain a stock item that is in the list of components for the BOM.
    Quantity Quantity No    
    Comment Line

    This item relates to the BOM record Components and Operations tab.

    Item in Import File

    		 Item in BOM Record

    Mandatory

    Use

    Notes

    Comment

    		Description

    Yes

    Text for the comment line.

     
    Document Line

    This item relates to the BOM record Components and Operations tab.

    Item in Import File

    		 Item in BOM Record

    Mandatory

    Use

    Notes

    Document File

    		Description

    Yes

    Path to the document file.

     
    Manufacturing

    Files can be imported and exported using csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. or xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. types. The type required is given for each data type.

    Expense Types

    You can import and export expense types using the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file format only.

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Reference String 30
    2 Description String 60
    3 Memo Memo -
    4 Charge Rate Double -
    5 Unit of Sale String 8
    Employees

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Surname String 30
    2 First Name String 20
    3 Address Line 1 String 60
    4 Address Line 2 String 60
    5 Address Line 3 String 60
    6 Address Line 4 String 60
    7 City String 60
    8 County String 60
    9 Postcode String 10
    10 Initials String 5
    11 Telephone Country Code String 5
    12 Telephone Area Code String 20
    13 Telephone Subscriber Number String 200
    14 Fax Country Code String 5
    15 Fax Area Code String 20
    16 Fax Subscriber Number String 200
    17 Mobile Country Code String 5
    18 Mobile Area Code String 20
    19 Mobile Subscriber Number String 200
    20 Memo Memo -
    21 Employee Number String 10
    22 E-Mail Address String 255
    23 Category Reference String 30
    24 Category Description String 60
    25 Rate Double -
    26 Title String 20
    27 Web Address String 255
    28 National Insurance No. String 15
    29 Works No. String 50
    30 Date Started Date -
    31 Date Left Date -
    32 Clock Number String 50
    33 Department String 30
    Labour categories

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Reference String 30
    2 Description String 60
    3 Memo Memo -
    4 Charge Rate Double -
    Non-chargeable Time

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Reference String 30
    2 Description String 60
    3 Memo Memo -
    Make to stock items

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Product Code String 30
    2 Description String 60
    3 Quantity Double -
    4 Due Date Date -
    5 Memo Memo -
    6 Warehouse String 20
    Sales Forecasts

    The required structure for the csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file is:

    Number Field Type Size
    1 Reference String 30
    2 Forecast Starts Date -
    3 Forecast Ends Date -
    4 Product Code String 30
    5 Description String 60
    6 Annual Total Double -
    7 Financial Year Basis? Boolean -
    8 Warehouse String 20
    9 Week1 Double -
    10 Week2 Double

    -
    ... ... ... ...
    61 Week53 Double -
    Tool resources

    Data is imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    Tool resource groups

    GroupReference and CostHeading are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Machine Resource Group record

    Mandatory

    Use

    Notes

    GroupReference

    		Reference

    Yes

     

    This must be unique.
    Description Description No    
    CostHeading Cost Heading Yes  

    This must be an existing cost heading.
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.
    CostNominalCostCentre Nominal Code No  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No

     

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No

     
    CostRate Cost Rate No

     

     
    OverheadRecoveryPercentage Overhead Recovery % No  

     
    EfficiencyPercentage Efficiency % No    
    Tool resource records

    Reference, ToolResourceGroup and CostHeading are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Tool Resource record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

    		   This must be unique.
    Description Description No    
    ToolResourceGroup Group Yes  

    This must be an existing machine resource group.
    CostHeading Cost Heading Yes   This must be an existing cost heading.
    Location Location No    
    Dimensions Dimensions No    
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.

    CostNominalCostCentre

    Nominal Code

    No

    		  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No  
    CostRate Cost Rate No   Uses the rate from the group resource if this is blank in the import file.
    AllowCostRateOverride Allow Cost Rate Override No

    Specify true or false.

    True specifies that you want to override the tool resource cost rate in the Operations Register.

    True selects the Allow Cost Rate Override check box on the tool resource Details tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Quantity Quantity No   Uses the quantity from the group resource if this is blank in the import file.
    OverheadRecoveryPercentage Overhead Recovery % No   Uses the value from the group resource if this is blank in the import file.
    EfficiencyPercentage Efficiency % No   Uses the value from the group resource if this is blank in the import file.
    OrdinaryServiceHours Ordinary Service Hours No    
    FullServiceHours Full Service Hours No    
    ServiceInterval Service Interval No    
    ServiceIntervalFrequency Service Interval Unit No  

    This must exist in collection of units for the resource.

    Uses hours if this is blank in the import file.
    CalibrationInterval Calibration Interval No    
    CalibrationIntervalFrequency Calibration Interval Unit No  

    This must exist in collection of units for the resource.

    Uses hours if this is blank in the import file.
    SourceCalibration Source Calibration No    
    OriginalCertificate Original Certificate No    
    AssetSerialNumber Serial Number No    
    Range Range No    
    ToolResourceType Type No    
    Notes Notes No    
    Machine resources

    Data is imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    Machine resource groups

    GroupReference and CostHeading are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Machine Resource Group record

    Mandatory

    Use

    Notes

    GroupReference

    		Reference

    Yes

     

    This must be unique.
    Description Description No    
    CostHeading Cost Heading Yes  

    This must be an existing cost heading.
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.
    CostNominalCostCentre Nominal Code No  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No

     

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No

     
    CostRate Cost Rate No

     

     
    OverheadRecoveryPercentage Overhead Recovery % No  

     
    EfficiencyPercentage Efficiency % No    
    Machine resource records

    Reference, MachineResourceGroup and CostHeading are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Machine Resource record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

    		   This must be unique.
    MachineResourceGroup Group Yes  

    This must be an existing machine resource group.
    Description Description No    
    CostHeading Cost Heading Yes   This must be an existing cost heading.
    Location Location No    
    Dimensions Dimensions No    
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.

    CostNominalCostCentre

    Nominal Code

    No

    		  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No  
    CostRate Cost Rate No   Uses the rate from the group resource if this is blank in the import file.
    AllowCostRateOverride Allow Cost Rate Override No

    Specify true or false.

    True specifies that you want to override the machine resource cost rate in the Operations Register.

    True selects the Allow Cost Rate Override check box on the machine resource Details tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    OverheadRecoveryPercentage Overhead Recovery % No   Uses the value from the group resource if this is blank in the import file.
    EfficiencyPercentage Efficiency % No   Uses the value from the group resource if this is blank in the import file.
    FullServiceHours Full Service Hours No    
    OrdinaryServiceHours Ordinary Service Hours No    
    ServiceInterval Service Interval No    
    ServiceIntervalFrequency Service Interval Unit No  

    This must exist in collection of units for the resource.

    Uses hours if this is blank in the import file.
    CalibrationInterval Calibration Interval No    
    CalibrationServiceIntervalFrequency Calibration Interval Unit No  

    This must exist in collection of units for the resource.

    Uses hours if this is blank in the import file.
    SourceCalibration Source Calibration No    
    OriginalCertificate Original Certificate No    
    AssetSerialNumber Serial Number No    
    Range Range No    
    MachineResourceType Type No    
    Notes Notes No    
    Labour resources

    Data is imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    Labour resource groups

    GroupReference and CostHeading are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Labour Resource Group record

    Mandatory

    Use

    Notes

    GroupReference

    		Reference

    Yes

     

    This must be unique.
    Description Description No    
    CostHeading Cost Heading Yes  

    This must be an existing cost heading.
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.
    CostNominalCostCentre Nominal Code No  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No

     

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No

     
    CostRate Cost Rate No

     

     
    PieceWork Piece Work No

    Specify true or false.

    True specifies that cost is based on number of items completed.

    True selects the Piece Work check box on the Labour Resource Group Details window.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    PieceWorkQuantity Piece Work Quantity No

     

    Note: This is not applicable if Piece Work is not set to true.
    OverheadRecoveryPercentage Overhead Recovery % No  

     
    EfficiencyPercentage Efficiency % No    
    Labour resource records

    Reference, CostHeading and LabourResourceGroup are mandatory.

    More about the file structure

    Item in Import File

    		 Item in Labour Resource record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

    		   This must be unique.
    Description Description No    
    CostHeading Cost Heading Yes   This must be an existing cost heading.
    LabourResourceGroup Group Yes  

    This must be an existing labour resource group.
    CostNominalAccountNumber Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading nominal code is used in the imported record, if this is blank in the import file.

    CostNominalCostCentre

    Nominal Code

    No

    		  
    CostNominalDepartment Nominal Code No  
    OverheadNominalAccountNumber Overhead Nominal Code No  

    This must be an existing nominal account of type posting.

    The cost heading overhead nominal code is used in the imported record, if this is blank in the import file.
    OverheadNominalCostCentre Overhead Nominal Code No  
    OverheadNominalDepartment Overhead Nominal Code No  
    CostRate Cost Rate No

     

     
    PieceWork Piece Work No

    Specify true or false.

    True specifies that cost is based on number of items completed.

    True selects the Piece Work check box on the labour resource Details tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    PieceWorkQuantity Piece Work Quantity No  

    Note: This is not applicable if Piece Work is not set to true.
    OverheadRecoveryPercentage Overhead Recovery % No  

     
    EfficiencyPercentage Efficiency % No    
    AllowCostRateOverride Allow Cost Rate Override No

    Specify true or false.

    True specifies that you want to override the labour resource cost rate in the Operations Register.

    True selects the Allow Cost Rate Override check box on the labour resource Details tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Notes Notes No    
    Operations

    Data is exported to and imported from an xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    The operation Reference, ResourceType, resource Reference, OperationPhase, operation subcontract SupplierAccountRef, DefaultSupplier, CostHeading, QuantityFrom, QuantityTo and Cost are mandatory.

    More about the file structure

    Operation Header

    These items relate to the Operation Details and Notes tabs.

    Item in Import File

    		 Item in Operation Record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

     

     
    Description Description No   Uses the Reference if this is left blank in the import file.
    Subcontract Subcontract No

    Specify true or false.

    True specifies that the operation is a subcontract operation.

     

    True selects the Subcontract check box on the Operation record.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Nonprinting Do not print Operation No

    Specify true or false.

    True specifies that the operation information should not be printed when you print documentation.

    True selects the Do not Print Operation check box on the Operation record.

    False leaves the check box clear.

    The check box is also left clear if this is left blank on the import file.
    OverlapQuantity Overlap Quantity No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    Shrinkage Shrinkage Percentage No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    OverlapPercentage Overlap Percentage No  

    Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultRunTimeHours Run Time Hours No   Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultRunTimeMinutes Run Time Minutes No   Sets the value to 0 (zero) if this is left blank on the import file.
    DefaultRunTimeSeconds Run Time Seconds No   Sets the value to 0 (zero) if this is left blank on the import file.
    QuantityPerRun Quantity Per Run No   Sets the value to 1 if this is left blank on the import file.
    DelayHours Delay Hours No   Sets the value to 0 (zero) if this is left blank on the import file.
    DelayMinutes Delay Minutes No   Sets the value to 0 (zero) if this is left blank on the import file.
    DelaySeconds Delay Seconds No   Sets the value to 0 (zero) if this is left blank on the import file.
    Notes Notes No    

    Operation Line

    These items relate to the Operation Record Resources tab.

    Item in Import File

    		 Item in Operation Record

    Mandatory

    Use

    Notes
    ResourceType Resource Type Yes

    Specifies if the resource is a labour, machine or tooling type.

     

     
    Reference Reference Yes  

    If the Resource Type is a Group, the group must exist for the resource type.

    If the Resource Type is not a Group, the resource must exist for the resource type.
    Description Description No   Uses the Reference if this is left blank in the import file.

    SequenceNumber

    		Step No.      
    OperationPhase Phase Yes Specifies if the line belongs to the Setup, RunTime or Teardown phase of the operation.  
    CostRate Rate No  

    If the resource record specifies that cost rate override is not allowed, uses value from the resource record and not import value.
    CostQuantity Quantity No   Sets the value to 1 if this is left blank on the import file.
    Hours Hrs No    
    Minutes Min No    
    Seconds Sec No    
    FixedLength Fixed Length No

    Specify true or false.

    True specifies that the operation is fixed length.

    True selects the Fixed Length check box on the Operation Resources tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    FixedLengthQuantity Fixed Quantity No

    Specify true or false.

    True specifies that the operation is fixed length.

    True selects the Fixed Length check box on the Operation Resources tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    ManningLevel Manning Level No  

    Note: This only applies when the resource is a labour resource.
    IsPrimaryResource Primary No

    Specify true or false.

    True specifies the resource is the primary resource.

    True selects the Primary check box for the operation resource.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    IsSecondaryResource Secondary No

    Specify true or false.

    True specifies the resource is the secondary resource.

    True selects the Secondary check box for the operation resource.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Notes Notes      

    Operation Sub Contract Supplier

    These items relate to the Operation Subcontract tab.

    Item in Import File

    		 Item in BOM Operation Record

    Mandatory

    Use

    Notes

    SupplierAccountRef

    		A/C

    Yes

    Identifies the supplier.

    The supplier must exist in the Purchase Ledger.
    OrderReference Order Ref. No    
    OrderDetails Order Details No    
    LeadTime Lead Time No    
    Saturday Saturday No

    Specify true or false.

    True specifies that Saturday is included in planning operations.
    True selects the Saturday check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Sunday Sunday No

    Specify true or false.

    True specifies that Sunday is included in planning operations.

    True selects the Sunday check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    DefaultSupplier Pref. Yes

    Specify true or false.

    True specifies that the supplier is the preferred supplier.

    True sets Pref. to Yes on the Operation Subcontract tab.

    Note: This can only be true on one record linked to an operation.
    CostHeading Cost Heading Yes   The cost heading must exist and be of type Subcontract.

    Operation Sub Contract Quantity Break

    These items relate to the Operation Subcontract tab.

    Item in Import File

    		 Item in Operation Record

    Mandatory

    Use

    Notes
    QuantityFrom From Yes    
    QuantityTo To Yes   This must be greater than the To value.
    Cost Cost Yes    
    HoursOffsite Hours Offsite No    
    RatePerItem Rate Per Item No

    Specify true or false.

    True specifies that the cost is per item.

    True selects the Rate Per Item check box on the Operation Subcontract tab.

    False leaves the check box clear.

    The check box is also left clear if this is blank in the import file.
    Drawings

    You can import and export drawings data, using the xmlExtensible Markup Language (XML) file format. Sage 200 can import and export data in the XML file format. file format only.

    Note: Sage can provide a conversion utility to convert a csvComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file into the required xml format. The conversion does not support the full range of values you can import in xml, but allows you to process key pieces of data. Ask your Business Partner for more information.

    The drawing Reference is mandatory.

    More about the file structure

    Item in Import File

    		 Item in Drawing record

    Mandatory

    Use

    Notes

    Reference

    		Reference

    Yes

     

    This must be unique.
    Description Description No    
    Notes Notes No  

     
    UserRevisionNumber User Revision Number No    
    Location Location No    
    Author Author No    
    Title Title No

     

    		  
    EffectiveFromDate Effective From No    
    EffectiveToDate Effective To No

     

    		  
    IndexNumber Index Number No

     

    This must be later than the from date.
    MediaType Media Type No    
    DesignPackage Design Package No    
    StockCode Stock Code No    
    CustomerAccountNumber A/C No    
    See also

    Reference

    Importing files

    Exporting files

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