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The Company Hierarchy is a tree structure of up to 10 levels. It describes the breakdown of the regions and areas where the company stores are located. You must import a CSVComma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file to create this structure.
Each row in the CSV file represents a branch of the hierarchy. The first row should contain the names of the levels. The final column in the CSV file is assumed to represent the Warehouse level.
Each row (other than the first row), represents a single item in the company hierarchy. They are ordered as they would be in a fully expended tree structure in your Sage 200 Wholesale and Retail system.
For example, a CSV file may look like this:
| Region | Area | Warehouse |
|---|---|---|
| North | North East | Newcastle |
| North | North East | Sunderland |
| North | North West | Preston |
| Midlands | East Midlands | Nottingham |
The final level must be filled with details of the warehouse listed in the Stock Control module. The import routine will move these warehouse details into the final hierarchy as stores.
When transferring the warehouse details so that it can be used as a store, an internal area (of the same name) is created on the Sage 200 Accounts system.
Open: Retail > Data Migration > Dimensions.
To check the contents of the CSV file, click Validate.
This checks that each line of data in the CSV file is correct. Any invalid data will be reported on-screen. To save the details as a text file by click Save Log once the data validation has finished.
Warehouse details can only be migrated into Sage 200 Wholesale and Retail if they have the allow sales order flag set on the record in the Stock Control module.
As warehouse records in Sage 200 Accounts do not have an allocated nominal account number associated with them, the default sales nominal account number is associated with the store when it is created.
If Sage 200 Accounts does not have a default sales account set up, the migration routine will not run. An onscreen message will be displayed.
If a hierarchy structure already exists.
If a hierarchy exists, the headings on the first line of the file must match the current hierarchy (RTLLevel table).
If a hierarchy already exists with different details, the current hierarchy definition is replaced with the details in the imported CSV file (RTLLevel).