Sage 200 Evolution Sales Invoice XML

The Sage 200 Evolution Sales Invoice XML format is used to process existing sales orders in Sage 200 Evolution, resulting in an invoice being generated. Sales orders can either be processed in full or partially.

Tasks

• Import Sales Invoices into Sage 200 Evolution

Minimal Sales Invoice XML

The XML below represents the minimum information required to create a sales invoice.

<?xml version="1.0"?>
<SalesInvoices>
  <SalesInvoice>
    <OrderNo>NCLPO0007</OrderNo>
    <AutoCompleteOrder>true</AutoCompleteOrder>
  </SalesInvoice>
</SalesInvoices>

Duplicate Prevention

If the Prevent Reprocessing setting is enabled, Zynk will check to see if the ExternalId provided in the XML has already been imported. If the record has already been processed it will be skipped, and output to the Fail File.

Sage Field	XML Field	Example	Field Type	Input
N/A	ExternalId	25	Int	Dependant

<?xml version="1.0"?>
<SalesInvoices>
  <SalesInvoice>
    <ExternalId>PI0001</ExternalId>
  </SalesInvoice>
</SalesInvoices>

Identifying The Sales Order To Process

The following information can be specified to identify the sales order you want to process. At least one of the following fields must be specified.

Sage Field	XML Field	Example	Field Type	Input
N/A	Id*	25	Int	Dependant
Order No	OrderNo	NCLPO0007	String	Dependant
N/A	OrderExternalId*	TEST0001	String	Dependant

*Id - The IDs of sales orders are not visible in Sage, but can be obtained via the Export Sales Orders task. *OrderExternalId - If the sales order was imported into Sage by Zynk, and an ExternalId was specified at the time, the same value can be provided here to match the sales order.

<?xml version="1.0"?>
<SalesInvoices>
  <SalesInvoice>
    <Id>25</Id>
    <OrderNo>NCLPO0007</OrderNo>
    <OrderExternalId>TEST0001</OrderExternalId>
  </SalesInvoice>
</SalesInvoices>

Automatically Processing The Sales Order

If you want to process all outstanding lines on the sales order, you can instruct Zynk to do this for you automatically.

Sage Field	XML Field	Example	Field Type	Input
N/A	AutoCompleteOrder	true	Boolean	Optional

<?xml version="1.0"?>
<SalesInvoices>
  <SalesInvoice>
    <AutoCompleteOrder>true</AutoCompleteOrder>
  </SalesInvoice>
</SalesInvoices>

Specifying The Lines To Process

If you want to process specific lines and quantities on the sales order, you will need to provide an OrderItems collection in the XML.

We support processing lines for both the ST and GL modules into Sage. The module will be inferred automatically based on whether you provide an inventory item code or GL account code in the XML.

We also support changing the unit price of the lines on the sales order before processing it.

Sage Field	XML Field	Example	Field Type	Input
N/A	Id*	42	String	Dependant
#	Index	1	String	Dependant
Item	InventoryItem/Code	PROD001	String	Dependant
Item	GlAccount/Code	4000	String	Dependant
N/A	ToProcess	1	Double	Required
Price	UnitSellingPrice	10.00	String	Optional

*Id - The IDs of sales order lines are not visible in Sage, but can be obtained via the Export Sales Orders task.

<?xml version="1.0" encoding="utf-8"?>
<SalesInvoices>
  <SalesInvoice>
    <OrderItems>
      <OrderItem>
        <!-- ST line -->
        <Id>42</Id>
        <Index>1</Index>
        <InventoryItem>
          <Code>PROD001</Code>
        </InventoryItem>
        <ToProcess>1</ToProcess>
        <UnitSellingPrice>10.00</UnitSellingPrice>
      </OrderItem>
      <OrderItem>
        <!-- GL line -->
        <Id>43</Id>
        <Index>2</Index>
        <GlAccount>
          <Code>4000</Code>
        </GlAccount>
        <ToProcess>1</ToProcess>
        <UnitSellingPrice>10.00</UnitSellingPrice>
      </OrderItem>
    </OrderItems>
  </SalesInvoice>
</SalesInvoices>