Import and export Manufacturing data

Find this screen

Open: Manufacturing System Manager > System Utilities > Import.

Open: Manufacturing System Manager > [Module] > Utilities.

How to

Create an import file for Expense Types

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

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

Create an import file for Employees

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

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

Create an import file for Labour categories

You can import and export labour categories using the CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file format only.

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

Create an import file for Make to stock items

You can import and export make to stock items using the CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file format only.

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

Create an import file for Non-chargeable Time

You can import and export non-chargeable time using the CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file format only.

Number Field Type Size
1 Reference String 30
2 Description String 60
3 Memo Memo -

Create an import file for Sales Forecasts

You can import sales forecasts using the CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file format only.

Download an example file:

Note: You should not enter a header row for this import file.

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 -

Create an import file for Tool resources

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

GroupReference and CostHeading are mandatory.

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    

Reference, ToolResourceGroup and CostHeading are mandatory.

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    

Create an import file for Machine resources

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

GroupReference and CostHeading are mandatory.

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    

Reference, MachineResourceGroup and CostHeading are mandatory.

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    

Create an import file for Labour resources

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

GroupReference and CostHeading are mandatory.

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    

Reference, CostHeading and LabourResourceGroup are mandatory.

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    

Create an import file for Operations

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

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

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.

Create an import file for Drawings

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

The drawing Reference is mandatory.

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  

The stock code is optional and can either be a BOM or an ordinary stock code.

Including the stock code in your XML import file is for reference purposes only, and it will be displayed on the Stock Item/Customer tab of the drawing. It will not attach the imported drawings to existing BOMs.
CustomerAccountNumber A/C No    

Import Employees, Expense Types, Labour Categories, Make to Stock, Non-Chargeable Time, Sales Forecasts

Open: Manufacturing System Manager > System Utilities > Import.

  1. In the Import window, select the type of data you want to import.

    2. This is Employees, Expense Types, Labour Categories, Non-chargeable Time, Make to Stock data, Sales Forecasts data.

  2. Enter the path to the data file you want to import.

    Tip: You can use Browse to locate the file.

  3. Click Test Import to test that the data is in the required format.

    Note: If it is not in the required format, click here to view the import structures. Check to ensure that your data is in the same format as in the import structures.

  4. To begin the import, click Run.

    A confirmation prompt appears.

  5. To confirm that you want to import the data, click Yes.

    The data is imported.

    Note: If you get a message "Unable to process the specified file", make sure your import file is closed and isn't open in any applications.

Export Employees, Expense Types, Labour Categories, Make to Stock, Non-Chargeable Time

Open: Manufacturing System Manager > System Utilities > Export.

  1. In the Export window, select the Type of Information to Export.

    2. This is Employees, Expense Types, Labour Categories, Non-chargeable Time.

  2. Select Data to Export.

    3. By default, Export all records is selected. To export a selection of records, clear the check box and use the From and To boxes provided.

  3. Select the Fields to Export in one of the following ways:
    • Click > to select the highlighted fields.
    • Click >> to select all the fields.
    • Click Default to select the default fields required. This also arranges the fields in the correct order.

  4. Enter the Export File destination path and filename.

    Tip: You can use Browse to locate the destination.

  5. Click Run to begin the export.

    A confirmation prompt appears.

  6. To confirm that you want to export the data specified, click Yes.

    The data is exported.

Import Drawing Records, Operations, Labour Resources, Machine Resources and Tool Resources

Note: Some modules - Labour, Machine and Tool Registers - will have more options than others, for example, to import both resources and resource groups.

Open: Manufacturing System Manager > [Module] > Utilities.

    • To import drawings, select Import Drawing Records.
    • To import operations, select Import/Export > Import Operations.
    • To import resource groups, select Import [Module] Resource Groups.
    • To import resource data, select Import [Module] Resources.
  1. Select your import options.

    2. Validate Only

    Select this if you want to check the information in the import file but not import it yet.

    Validate and Import

    Select this if you want to check the information in the import file and import it immediately.
    Treat warnings as errors

    Select this if you want to treat warning messages as errors.

    If an error is found in a record, the record will not be imported. If you select to treat warning messages as error messages, then if a warning will also prevent a record from being imported.
  2. Click Import. The Open window appears.
  3. Browse to the file and click Open.

    4. The import process uses the criteria you entered under Import Options.

    When the import process finishes an Import Complete window identifies:

    • The number of records successfully imported.
    • The number of invalid records.
  4. You can choose to view import errors and warnings.
    • Click Yes to view these. The Import Errors window appears.
    • Click Print to print the report of import errors.

Note: If you use Manufacturing, you will have additional information for stock items and product groups than if you are not using Manufacturing. This additional information can be imported, using options in Stock Control > Utilities.

Export Drawing records, Operations, Labour Resources, Machine Resources and Tool Resources

Note: Some modules - Labour, Machine and Tool Registers - will have more options than others, for example, to export both resources and resource groups.

Open: Manufacturing System Manager > [Module] > Utilities.

    • To export drawings, select Export Drawing Register.
    • To export operations, select Export Operations.
    • To export resource groups, select Export [Module] Resource Groups.
    • To export resource data, select Export [Module] Resources.
  1. Select the items that you want to export.

  2. Click Export.

    The Save As window appears.

  3. Select the location and enter the name of the export file.

  4. Click Save.

    When the export process finishes, an Export Complete window identifies:

    • The number of records that were successfully exported.
  5. Click OK.

Useful info

About importing Manufacturing data

You can import data from another system or program into Manufacturing.

Note: You cannot import data from Sage 50 Manufacturing projects.

You can import some Manufacturing data (employees, expense types, labour categories, non-chargeable time, make to stock data and sales forecasts), using Manufacturing System Manager > System Utilities. You can import other Manufacturing data (drawings, operations, labour, machine and tool resources), using the Utilities section within those individual modules.

  Import Records Import Groups Export Records Export Groups
Employees

Yes

  

Yes

  
Expense Types

Yes

  

Yes

  
Labour Categories

Yes

  

Yes

  
Non-chargeable Time

Yes

  

Yes

  
Make to stock

Yes

  

Yes

  
Sales Forecasts

Yes

      
Drawings

Yes

  

Yes

  
Operations

Yes

  

Yes

  
Labour resources

Yes

Yes

Yes

Yes
Machine resources

Yes

Yes

Yes

Yes
Tool resources

Yes

Yes

Yes

Yes
See also

What do you want to do?

Import and export Bill of Materials

Reference

Import, export and update information