Sage 200 Evolution Supplier XML

The Sage 200 Evolution Supplier XML format is used to create new and update existing suppliers in Sage 200 Evolution. By default Zynk will use the code to lookup supplier records in Sage, but you can also configured other lookup fields (e.g. email address) via the task settings.

Tasks

Minimal Supplier XML

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

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <Code>ZYNK0001</Code>
    <Description>Zynk Software</Description>
  </Supplier>
</Suppliers>

Supplier

The following info can be specified on the 'Supplier' tab of the supplier records in Sage.

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.

Depending on your configuration at the task settings level in Zynk, you may not need to specify a Code for each supplier.

Sage Field	XML Field	Example	Field Type	Input
N/A	ExternalId	123	String	Optional
Branch	Branch/Code	UK	String	Optional
Supplier	Code	ZYNK0001	String	Dependant
Name	Description	Zynk Software	String	Required
Title	Title	Mr	String	Optional
Initials	Initials	ZS	String	Optional
Description	AccountDescription	Zynk Software Limited	String	Optional
Group	Group/Code	UK	String	Optional
Area	Area/Code	North	String	Optional
Foreign Currency	Currency/Code*	GBP	String	Optional
Terms	AccountTerms*	0	Int	Optional
Check Terms	CheckTerms	true	Boolean	Optional
Credit Limit	CreditLimit	1000.00	Double	Optional
Interest Rate %	InterestRate	5.00	Double	Optional
Settlement Terms	DefaultSettlementTerms/Code	NET30	String	Optional
Settlement Discount %	SettlementDiscount	5.00	Double	Optional
Automatic Discount %	AutomaticDiscount	5.00	Double	Optional
Discount Matrix	DiscountMatrixRow	Trade	Int	Optional

*Currency/Code - Can only be set when creating a new supplier *AccountTerms - 0 = Current, 1 = 30 Days, 2 = 60 Days, 3 = 90 Days, 4 = 120 Days, 5 = 150 Days, 6 = 180 Days

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <ExternalId>123</ExternalId>
    <Branch>
      <Code>UK</Code>
    </Branch>
    <Code>ZYNK0001</Code>
    <Description>Zynk Software</Description>
    <Title>Mr</Title>
    <Initials>ZS</Initials>
    <AccountDescription>Zynk Software Limited</AccountDescription>
    <Group>
      <Code>UK</Code>
    </Group>
    <Area>
      <Code>North</Code>
    </Area>
    <Currency>
      <Code>GBP</Code>
    </Currency>
    <AccountTerms>0</AccountTerms>
    <CheckTerms>true</CheckTerms>
    <CreditLimit>1000.00</CreditLimit>
    <InterestRate>5.00</InterestRate>
    <SettlementDiscount>5.00</SettlementDiscount>
    <AutomaticDiscount>5.00</AutomaticDiscount>
    <DiscountMatrixRow>0</DiscountMatrixRow>
  </Supplier>
</Suppliers>

Tax

The following info can be specified on the 'Tax' tab of the supplier records in Sage.

Sage Field	XML Field	Example	Field Type	Input
Tax Number	TaxNumber	GB000012345	String	Optional
Registration	Registration	GB000012345	String	Optional
Charge Tax	ChargeTax	true	Boolean	Optional
Default Tax Type	DefaultTaxRate/Code	EXEMPT	String	Optional

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <TaxNumber>GB000012345</TaxNumber>
    <Registration>GB000012345</Registration>
    <ChargeTax>true</ChargeTax>
    <DefaultTaxRate>
      <Code>EXEMPT</Code>
    </DefaultTaxRate>
  </Supplier>
</Suppliers>

Contact Details

The following info can be specified on the 'Contact Details' tab of the supplier records in Sage.

Sage Field	XML Field	Example	Field Type	Input
Contact 1	ContactPerson	John Smith	String	Optional
Contact 2	DeliverTo	Joe Bloggs	String	Optional
Cellular	CellPhone	07123456789	String	Optional
Web-Page	Webpage	www.zynk.com	String	Optional
E-mail	EmailAddress	[email protected]	String	Optional
ID Number	IdNumber	123456	String	Optional
Telephone 1	Telephone	0191 820 1484	String	Optional
Telephone 2	Telephone2	0191 820 1484	String	Optional
Fax	Fax	0191 820 1484	String	Optional
Addressee	Addressee	John Smith	String	Optional
Postal Address (Line 1)	PostalAddress/Line1	i6	String	Optional
Postal Address (Line 2)	PostalAddress/Line2	6-8 Charlotte Square	String	Optional
Postal Address (Line 3)	PostalAddress/Line3	Newcastle-upon-Tyne	String	Optional
Postal Address (Line 4)	PostalAddress/Line4	Tyne & Wear	String	Optional
Postal Address (Line 5)	PostalAddress/Line5	UK	String	Optional
Postal Address (Code)	PostalAddress/PostalCode	NE1 4XF	String	Optional
Physical Address (Line 1)	PhysicalAddress/Line1	i6	String	Optional
Physical Address (Line 2)	PhysicalAddress/Line2	6-8 Charlotte Square	String	Optional
Physical Address (Line 3)	PhysicalAddress/Line3	Newcastle-upon-Tyne	String	Optional
Physical Address (Line 4)	PhysicalAddress/Line4	Tyne & Wear	String	Optional
Physical Address (Line 5)	PhysicalAddress/Line5	UK	String	Optional
Physical Address (Code)	PhysicalAddress/PostalCode	NE1 4XF	String	Optional

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <ContactPerson>John Smith</ContactPerson>
    <DeliverTo>Joe Bloggs</DeliverTo>
    <CellPhone>07123456789</CellPhone>
    <Webpage>www.zynk.com</Webpage>
    <EmailAddress>[email protected]</EmailAddress>
    <IdNumber>123456</IdNumber>
    <Telephone>0191 820 1484</Telephone>
    <Telephone2>0191 820 1484</Telephone2>
    <Fax>0191 820 1484</Fax>
    <Addressee>John Smith</Addressee>
    <PostalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PostalAddress>
    <PhysicalAddress>
      <Line1>i6</Line1>
      <Line2>6-8 Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </PhysicalAddress>
  </Supplier>
</Suppliers>

Bank & Other

The following info can be specified on the 'Bank & Other' tab of the supplier records in Sage.

Sage Field	XML Field	Example	Field Type	Input
Bank	Bank/Name	Barclays	String	Optional
Account Number	BankAccountNo	123456789	String	Optional
Branch Code	BankBranchCode	12345	String	Optional
Account Type	BankAccountType*	CurrentCheque	Enum	Optional
Reference	BankReferenceNo	12345	String	Optional
Print Remittance Advice	PrintRemittance	true	Boolean	Optional
Email Remittance Advice	EmailRemittance	true	Boolean	Optional
Password for Remittance Advice & MDP	StatementZipPassword	password	String	Optional

*BankAccountType - Enum Values: None, CurrentCheque, Savings, Transmission, Bond, SubShareABSA, SubShareFNB, CreditCard, Wesbank

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <Bank>
      <Name>Barclays</Name>
    </Bank>
    <BankAccountNo>123456789</BankAccountNo>
    <BankBranchCode>12345</BankBranchCode>
    <BankAccountType>CurrentCheque</BankAccountType>
    <BankReferenceNo>12345</BankReferenceNo>
    <PrintRemittance>true</PrintRemittance>
    <EmailRemittance>true</EmailRemittance>
    <StatementZipPassword>password</StatementZipPassword>
  </Supplier>
</Suppliers>

Additional Fields

Fields on the 'Additional Fields' tab can be specified via the custom field collection. <Name> is the column name as displayed within the Vendor table within the company database. Please note the field names are case sensitive.

This method can also be used to populate fields that aren't natively supported by our import routine.

Sage Field	XML Field	Example	Field Type	Input
N/A	Name	middleName	String	Optional
N/A	Value	Luke	String	Optional

<?xml version="1.0"?>
<Suppliers>
  <Supplier>
    <CustomFields>
      <CustomField>
        <Name>middleName</Name>
        <Value>Luke</Value>
      </CustomField>
    </CustomFields>
  </Supplier>
</Suppliers>