Sage 200 Convert Proformas To Sales Orders XML

The Converting Proformas to Sales Orders task allows you to convert existing proformas in Sage 200 to sales orders. The only information that needs to be provided in the XML is a list of the proformas you would like to convert.

Please note that only orders of the type 'Proforma' can be converted.

Proforma Identification

At least one of the following fields must be provided to identify which proforma to convert in Sage. The fields will be considered in the following order: UniqueId, SalesOrderNumber, Id, CustomerOrderNumber. If no match is found based on any of these fields, the proforma won't be converted.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
UniqueId	-	2841241	int	-	Optional	The database ID of the proforma. In the Zynk SalesOrder object, this would be the UniqueId specified in the success file of a successfully imported SalesOrder or in the export file from Sage 200. If this data is obtained directly from the Sage database, then this relates to SOPOrderReturnID in the SOPOrderReturn table.
SalesOrderNumber	Order no	0000000005	string	10	Optional	The Order no of the proforma. In the Zynk SalesOrder object, this would be the SalesOrderNumber specified in the success file of a successfully imported SalesOrder or in the export file from Sage 200. If this data is obtained directly from the Sage database, then this relates to DocumentNo in the SOPOrderReturn table.
Id	-	12345	string	255	Optional	The Id of the Zynk SalesOrder. If the SalesOrder was previously imported by Zynk and an Id (3rd party system identifier) was specified in the XML, then this can be used to match the sales order. This will only be valid in scenarios where the SalesOrder was created by Zynk and an Id was specified. This is not something that can be obtained directly from the Sage 200 database.
CustomerOrderNumber	Customer order no	ABC12345	string	30	Optional	The Customer order no of the proforma. In the Zynk SalesOrder object, this would be the CustomerOrderNumber specified in the success file of a successfully imported SalesOrder or in the export file from Sage 200. If this data is obtained directly from the Sage database, then this relates to CustomerDocumentNo in the SOPOrderReturn table.

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <SalesOrders>
    <SalesOrder>
      <UniqueId>2841241</UniqueId>
      <SalesOrderNumber>0000000005</SalesOrderNumber>
      <Id>12345</Id>
      <CustomerOrderNumber>ABC12345</CustomerOrderNumber>
    </SalesOrder>
  </SalesOrders>
</Company>

Converted Sales Order - Order Details - Order Detail

It is possible to set the following fields on the sales order that is created as a result of the converted proforma.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
SalesOrderDate	Document date	2020-06-18T00:00:00	date	-	Optional	If not specified, this will be set to the date that the proforma is converted to the sales order, i.e. this will NOT be taken from the Document date on the converted proforma document.
RequestedDeliveryDate	Date requested	2020-06-25T00:00:00	date	-	Optional	If not specified, this will be set to the date that the proforma is converted to the sales order, i.e. this will NOT be taken from the Date requested on the converted proforma document.
PromisedDeliveryDate	Date promised	2020-06-27T00:00:00	date	-	Optional	If not specified, this will be set to the date that the proforma is converted to the sales order, i.e. this will NOT be taken from the Date promised on the converted proforma document.

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <SalesOrders>
    <SalesOrder>
      <SalesOrderDate>2020-06-18T00:00:00</SalesOrderDate>
      <RequestedDeliveryDate>2020-06-25T00:00:00</RequestedDeliveryDate>
      <PromisedDeliveryDate>2020-06-27T00:00:00</PromisedDeliveryDate>
    </SalesOrder>
  </SalesOrders>
</Company>