Importing into SOP

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I have a new company set up in Sage 200 and need to upload the opening sales invoices into the debtors ledger.

As we use all 20 analysis codes on the sales ledger we’ve been advised to upload these via the SOP as a normal import doesn’t capture the analysis codes. 

However when you import into the SOP it creates the sales invoice with a date of today, and not the date of the original invoice.

Does anyone have any solutions on how to import sales invoices and their analysis codes into Sage 200 without it changing the invoice number and the invoice date? 

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  • 0

    I'm a bit confused!

    You say "we’ve been advised to upload these (invoices) via the SOP as a normal import doesn’t capture the analysis codes"

    That's because there are no analysis codes on sales ledger transactions, apart from a single nominal transaction analysis code for each nominal analysis line. And that can be imported using the standard CSV/XML import.

    The analysis codes on SOP orders and invoices can post through to stock history but not to the sales transactions.

    Then "when you import into the SOP..."  How are you doing this - there's no standard order or invoice import in SOP?

Reply
  • 0

    I'm a bit confused!

    You say "we’ve been advised to upload these (invoices) via the SOP as a normal import doesn’t capture the analysis codes"

    That's because there are no analysis codes on sales ledger transactions, apart from a single nominal transaction analysis code for each nominal analysis line. And that can be imported using the standard CSV/XML import.

    The analysis codes on SOP orders and invoices can post through to stock history but not to the sales transactions.

    Then "when you import into the SOP..."  How are you doing this - there's no standard order or invoice import in SOP?

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