Sage 200 CSV File Purchase Upload

Sage 200 CSV File Purchase Upload

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Hi

I have a working file to upload Purchase Invoices onto Sage 200 via a CSV file but I need to post multiple lined invoices as some of our AP invoices have 2 or 3 different GL codings.

I tried to have the same Transaction Reference thinking that it might pick up that it's the same invoice number and enter into one Purchase Invoice but it imported it as 2 or 3 different AP Invoices.  Is this where the SYSTraderTranType selection comes in where maybe I should enter number 6 as Opening Balance Invoice and the remainder lines as 4 for Purchase Invoice?

Also I see that it doesn't pick up on duplicates if the invoice is already in the system, is there a way around this or is the only option to do a manual check before importing the data?

Sage's help files on this are absolutely useless please could someone please assist me asap?

Kind Regards,

Anelle

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By monkeyman1968
27th May 2014 17:02

Sage 200 CSV

I presume you buy your Sage 200 licence from a developer as we do? Can't they deal with this for you? Our developers are generally pretty helpful with queries like this and can usually provide a quick fix over the phone at little or no cost.

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Replying to memyself-eye:
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By Anelle
27th May 2014 18:09

Sage 200 CSV

Hi

Thank you kindly for your reply.

Oakley set it up for us initially, charged us a fortune for nothing and didn't even provide training for the staff, our MD is still fighting with them to get a refund which will probably never materialize.  Our account was then taken over by Datel who fixed the problems but we still have existing problems that we are discovering as we've only recently been able to use Sage.

Datel seem to help out when technical issues arise but I've been informed by our Account Manager that if anything's needed to know regarding the user side of it then training will have to be given which of course comes at a cost.  They seem to be more interested in getting us to pay for extra's than to actually help us to be able to use Sage as we have it at the moment.

If there are alternative developers who actually provide an all round service for a yearly retainer fee or something then I'm all ears.

So far we've spent £30k moving between 2 developers and still have so many issues with this system none of us have been trained to use.  We plod along and teach ourselves along the way at present, can't say we're happy Sage customers to say the least.

 

 

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