Sage 50 UK Stock Transaction XML

Import Stock Transactions allows you to create new stock transactions in Sage 50, allowing you to adjust stock levels. Note that each type will create either a positive or negative adjust, using stock transactions you cannot set an absolute quantity in stock. Any fields not documented below are not supported with our imports.

Tasks

• Exporting Stock Transactions from Sage 50 UK
• Importing Stock Transactions into Sage 50 UK

XML

Sample XML snippets are provided throughout, these are separated out for clarity and so that the hierarchy of the fields relative to the Company XML object model can be easily identified. A full sample of each of the supported stock transaction types is provided at the bottom of this article.

Preventing Duplication of Previously Imported Stock Transactions

You can optionally provide an Id for each stock transaction, populating it with the unique identifier of the stock transaction from the external system (where the data originated). Any successfully imported stock transaction Id's will be stored in an internal database associated with the Workflow. The Import Stock Transactions task can then be set to prevent duplicates based on the stored Id's, preventing accidental reprocessing of already imported stock transactions.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
Id	-	1	string	4000	Optional	The Zynk Id of the Sage 200 stock transaction. See paragraph above for details of how this is used.

<?xml version="1.0"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
     <StockTransactions>
          <StockTransaction>
               <Id>1</Id>
          </StockTransaction>
     </StockTransactions>
</Company>

Stock Transaction Types

You need to provide the StockTransactionType for each stock transaction.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
StockTransactionType	Type	AdjustmentIn	enum	-	Required	The type of stock transaction to create in Sage 50. See the table below for a list of the available Zynk stock transaction types and the Sage 50 stock transactions that they relate to.

AdjustmentIn - AI

Equivalent of using the 'Adjustment in' button via the Sage 50 UI.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>AdjustmentIn</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

AdjustmentOut - AO

Equivalent of using the 'Adjustment out' button via the Sage 50 UI.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>AdjustmentOut</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

DamagesIn - DI

Equivalent of using the 'Returns' button via the Sage 50 UI.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>DamagesIn</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

DamagesOut - DO

Equivalent of using the 'Returns' button via the Sage 50 UI.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>DamagesOut</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

GoodsIn - GI

No equivalent via the Sage 50 UI.  Represents receiving goods on a purchase order.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>GoodsIn</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

GoodsOut - GO

No equivalent via the Sage 50 UI.  Represents despatching goods on a sales order / invoice.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>GoodsOut</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

MovementIn - MI

Equivalent of using the 'Stock transfer' button via the Sage 50 UI.  Should be used with the matching MovementOut.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>MovementIn</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

MovementOut - MO

Equivalent of using the 'Stock transfer' button via the Sage 50 UI.  Should be used with the matching MovementIn.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>MovementOut</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

Transfer - MI/MO

Equivalent of using the 'Stock transfer' button via the Sage 50 UI.  Will create the required MI/MO records.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>Transfer</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

WriteOff - WO

Equivalent of using the 'Returns' button via the Sage 50 UI.

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionType>WriteOff</StockTransactionType>
        </StockTransaction>
    </StockTransactions>
</Company>

Stock Transaction Fields

The fields in the table below are shared across all stock transaction types.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
StockCode	Product Code	PROD001	string	30	Required	The Code of the Stock Item in Sage that you would like to create the stock transaction against.
StockTransactionDate	Date	2016-05-04T00:00:00	datetime	-	Optional	The date of the stock transaction. Defaults to the date the transaction is imported if not provided. The date needs to be in XSD format (yyyy-MM-ddTHHss), only the date is displayed via the Sage UI.
Reference	Ref.	NE6 STOCK	string	30	Optional	An optional reference that can be used to help make the stock transaction in Sage easier to identify.
Details	Details	+2 stock	string	60	Required	An additional description that can be provided
Qty	Qty In / Qty Out	2	double	15, 5	Required	The amount of stock to adjust in Sage.
CostPrice	Cost Price	10	double	-	Optional	Only used for AI, DI, GI, MI and Transfer
SalesPrice	Sales Price	15	double	-	Optional	Only used for GO.

<?xml version="1.0"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <StockTransactions>
        <StockTransaction>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+2 stock</Details>
            <Qty>2</Qty>

            <!-- AI, DI, GI and MI Only>
            <!-- <CostPrice>10</CostPrice> -->

            <!-- GO Only -->
            <!-- <SalesPrice>15</SalesPrice> -->
        </StockTransaction>
    </StockTransactions>
</Company>

Transfers - BOM Items

Note we only currently support building top level BOM items.  If a component of the item you are trying to transfer into stock is also a BOM item and there is not enough quantity to fulfil the transfer will fail.

Success File

Any successfully imported stock transactions will be written out with the Sage assigned transaction number.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
StockTransactionNumber	No	1	double	-	-	The Sage assigned transaction number

<?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">
    <StockTransactions>
        <StockTransaction>
            <StockTransactionNumber>2</StockTransactionNumber>
        </StockTransaction>
    </StockTransactions>
</Company>

Fail File

Any transactions that fail to import will be written out with a collection of validation errors.

XML Field	Sage Field	Example	Field Type	Field Length	Input	Notes
Date	-	2016-11-03T08:48:37	datetime	-	-	The date and time the validation error occurred
Name	-	Validation	string	-	-
Description	-	PROD002 does not have enough free stock to complete this transfer	string	-	-	The validation message

<?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">
    <StockTransactions>
        <StockTransaction>>
            <Errors>
                <Error>
                    <Date>2016-11-03T08:48:37.0994209+00:00</Date>
                    <Name>Validation</Name>
                    <Description>PROD002 does not have enough free stock to complete this transfer</Description>
                </Error>
            </Errors>
        </StockTransaction>
    </StockTransactions>
</Company>

Full Samples

Adjustment In / Out

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>1</Id>
            <StockTransactionType>AdjustmentIn</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+2 stock</Details>
            <Qty>2</Qty>
            <CostPrice>10</CostPrice>
        </StockTransaction>
        <StockTransaction>
            <Id>2</Id>
            <StockTransactionType>AdjustmentOut</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-2 stock</Details>
            <Qty>2</Qty>
        </StockTransaction>
    </StockTransactions>
</Company>

Damages In / Out

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>3</Id>
            <StockTransactionType>DamagesIn</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+2 stock</Details>
            <Qty>2</Qty>
            <CostPrice>10</CostPrice>
        </StockTransaction>
        <StockTransaction>
            <Id>4</Id>
            <StockTransactionType>DamagesOut</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-2 stock</Details>
            <Qty>2</Qty>
        </StockTransaction>
    </StockTransactions>
</Company>

Goods In / Out

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>5</Id>
            <StockTransactionType>GoodsIn</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+2 stock</Details>
            <Qty>2</Qty>
            <CostPrice>10</CostPrice>
        </StockTransaction>
        <StockTransaction>
            <Id>6</Id>
            <StockTransactionType>GoodsOut</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-2 stock</Details>
            <Qty>2</Qty>
            <SalesPrice>15</SalesPrice>
        </StockTransaction>
    </StockTransactions>
</Company>

Movement In / Out

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>7</Id>
            <StockTransactionType>MovementOut</StockTransactionType>
            <StockCode>PROD002</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-2 stock</Details>
            <Qty>2</Qty>
        </StockTransaction>
        <StockTransaction>
            <Id>8</Id>
            <StockTransactionType>MovementIn</StockTransactionType>
            <StockCode>PROD003</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+1 stock</Details>
            <Qty>1</Qty>
            <CostPrice>10</CostPrice>
        </StockTransaction>
    </StockTransactions>
</Company>

Transfer

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>9</Id>
            <StockTransactionType>Transfer</StockTransactionType>
            <StockCode>PROD003</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+1 stock</Details>
            <Qty>1</Qty>
            <CostPrice>10</CostPrice>
        </StockTransaction>
    </StockTransactions>
</Company>

Write Off

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>10</Id>
            <StockTransactionType>WriteOff</StockTransactionType>
            <StockCode>PROD003</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-1 stock</Details>
            <Qty>1</Qty>
        </StockTransaction>
    </StockTransactions>
</Company>

Success File

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>1</Id>
            <UniqueId>23</UniqueId>
            <StockTransactionType>AdjustmentIn</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+2 stock</Details>
            <Qty>2</Qty>
            <CostPrice>10</CostPrice>
            <SalesPrice xsi:nil="true" />
            <StockTransactionNumber>23</StockTransactionNumber>
            <CustomFields />
        </StockTransaction>
        <StockTransaction>
            <Id>2</Id>
            <UniqueId>24</UniqueId>
            <StockTransactionType>AdjustmentOut</StockTransactionType>
            <StockCode>PROD001</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>-2 stock</Details>
            <Qty>2</Qty>
            <CostPrice>10</CostPrice>
            <SalesPrice xsi:nil="true" />
            <StockTransactionNumber>24</StockTransactionNumber>
            <CustomFields />
        </StockTransaction>
    </StockTransactions>
</Company>

Fail File

<?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">
    <StockTransactions>
        <StockTransaction>
            <Id>9</Id>
            <Errors>
                <Error>
                    <Date>2016-11-03T08:48:37.0994209+00:00</Date>
                    <Name>Validation</Name>
                    <Description>PROD002 does not have enough free stock to complete this transfer</Description>
                </Error>
            </Errors>
            <StockTransactionType>Transfer</StockTransactionType>
            <StockCode>PROD003</StockCode>
            <StockTransactionDate>2016-05-04T00:00:00</StockTransactionDate>
            <Reference>NE6 STOCK</Reference>
            <Details>+1 stock</Details>
            <Qty>1</Qty>
            <CostPrice>10</CostPrice>
            <SalesPrice xsi:nil="true" />
            <StockTransactionNumber xsi:nil="true" />
            <CustomFields />
        </StockTransaction>
    </StockTransactions>
</Company>