How Do I Export Charges to Sage Line 200?

How Do I Export Charges to Sage Line 200?

Exporting Charges from Clarus WMS to Sage Line 200

This guide explains how to export charges from Clarus WMS so they can be imported into Sage Line 200. You will learn how to modify reports and troubleshoot common issues.


Step-by-Step Guide

1. Navigate to My Reports

In the top-right corner of the screen, click on your User Menu. Then, select My Reports to open the list of available reports.

2. Locate the Sage Line 50 Report

Use the search function to find the Sage Line 50 report. Click the Show button to open the report.

3. Modify the Report for Sage Line 200

In the General Section, change the Name to "Sage Line 200 Charges" and update the Description to "Sage Line 200 Charges". Click Save.

In the Report Fields Section, delete the following fields: "Account Name" and "Charge Window Start". Click Save to apply these changes.

4. Run the Report

After saving the report, run it to generate a CSV file. You can then import this CSV file into Sage Line 200.

5. Optional: Set Up as a Scheduled Report

To automate the export process, you can set up the report as a Scheduled Report to run daily, monthly, or at any frequency you need.

WarningWARNING: Field Order Issue: If you encounter problems during the export, ensure the fields are in the following order for Sage Line 200: Type, Account Reference, Nominal A/C Ref, Reference, Date, Description, Net Amount, Tax Code, Tax Amount. Verify that all fields are correctly formatted and in the specified order before exporting the data.


FAQs

How do I modify the Sage Line 50 report for Sage Line 200?

Open the Sage Line 50 report in My Reports. Change the name and description to "Sage Line 200 Charges". Remove the unnecessary fields: "Account Name" and "Charge Window Start".

Can I schedule this report?

Yes, you can set up the report as a Scheduled Report to run automatically at regular intervals.

What file format is used for exporting?

The report exports as a CSV file, which can be imported into Sage Line 200.

What should I do if the field order is incorrect?

Ensure the fields are in this order: Type, Account Reference, Nominal A/C Ref, Reference, Date, Description, Net Amount, Tax Code, Tax Amount.

Can I export charges for a specific time period?

Yes, you can specify the time period when running the report to export charges for that particular duration.


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