Sage 50 UK Update Sales Order XML

The Update Sales Orders task allows you to update certain fields on existing sales orders in Sage 50. Any fields not documented below are not directly supported with our imports.

Tasks

Updating Sales Orders

XML

Sample import file for updating a sales 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">
  <SalesOrders>
    <SalesOrder>
      <Id>123</Id>
      <SalesOrderNumber>2014</SalesOrderNumber>
      <CustomerOrderNumber>123</CustomerOrderNumber>
      <SalesOrderAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Middlename>E</Middlename>
        <Surname>Harrison</Surname>
        <Suffix>Jr.</Suffix>
        <Company>Zynk Software Limited</Company>
        <Address1>i6 Building</Address1>
        <Address2>Charlotte Square</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE1 4XF</Postcode>
        <Telephone>0191 820 1484</Telephone>
      </SalesOrderAddress>
      <SalesOrderDeliveryAddress>
        <Company>Zynk Software Limited</Company>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Middlename>E</Middlename>
        <Surname>Harrison</Surname>
        <Suffix>Jr.</Suffix>
        <Address1>i6 Building</Address1>
        <Address2>Charlotte Square</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE1 4XF</Postcode>
      </SalesOrderDeliveryAddress>
      <TakenBy>Frank</TakenBy>
      <Notes1>Website 1</Notes1>
      <Notes2>Leave next door</Notes2>
      <Notes3>Paid by PayPal</Notes3>
      <Custom1>Analysis 1</Custom1>
      <Custom2>Analysis 2</Custom2>
      <Custom3>Analysis 3</Custom3>
    </SalesOrder>
  </SalesOrders>
</Company>

In each of the following sections most of the XML has been omitted to make the samples easier to read. The whole structure of the Company schema is used below as a reference of where fields should be in the object model.

Matching Sales Orders

You need to specify at least one of the fields below to identify the sales order to be updated.

Sage Field	XML Field	Example	Field Type	Field Length	Input	Notes
-	Id	123	string	255	Optional	If the sales order was created using Importing Sales Orders into Sage 50 UK, and an Id was provided in the XML at the time of import, you can use this field to match the sales orders. Zynk will look up the sales order number in the truth table, based on the value you provide.
Order No	SalesOrderNumber	2014	integer	-	Optional

<?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>
      <Id>123</Id>
      <SalesOrderNumber>2014</SalesOrderNumber>
      <CustomerOrderNumber>123</CustomerOrderNumber>
    </SalesOrder>
  </SalesOrders>
</Company>

Details

The following fields can be updated on the Details tab on the sales orders.

Sage Field	XML Field	Example	Field Type	Field Length	Input	Notes
Name	Company	Zynk Software Limited	string	60	Optional	If this field is not set in the XML, it is built up of Title, Forename, Middlename, Surname and Suffix.
Customer Contact	FullName	Mr Joe E Harrison Jr.	string	30	Optional	This field is on the Order tab not Details, but included in the SalesOrderAddress. This field is not set directly in the XML, but is built up of Title, Forename, Middlename, Surname and Suffix.
-	Title	Mr	string	-	Optional
-	Forename	Joe	string	-	Optional
-	Middlename	E	string	-	Optional
-	Surname	Harrison	string	-	Optional
-	Suffix	Jr.	string	-	Optional
Address 1	Address1	i6 Building	string	60	Optional
Address 2	Address2	Charlotte Square	string	60	Optional
Address 3	Address3 + Town	Newcastle upon Tyne	string	60	Optional
Address 4	County	Tyne and Wear	string	60	Optional
Address 5	Postcode	NE1 4XF	string	60	Optional
Customer Tel. No.	Telephone	0191 820 1484	string	60	Optional	This field is on the Order tab not Details, but included in the SalesOrderAddress.

<?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>
      <SalesOrderAddress>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Middlename>E</Middlename>
        <Surname>Harrison</Surname>
        <Suffix>Jr.</Suffix>
        <Company>Zynk Software Limited</Company>
        <Address1>i6 Building</Address1>
        <Address2>Charlotte Square</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE1 4XF</Postcode>
        <Telephone>0191 820 1484</Telephone>
      </SalesOrderAddress>
    </SalesOrder>
  </SalesOrders>
</Company>

Order

The following fields can be updated on the Order tab on the sales orders.

Sage Field	XML Field	Example	Field Type	Field Length	Input	Notes
Customer Order No.	CustomerOrderNumber	123	string	60	Optional
Order Taken By	TakenBy	Frank	string	60	Optional
Delivery Name	Company	Zynk Software Limited	string	60	Optional	If this field is not set in the XML, it is built up of Title, Forename, Middlename, Surname and Suffix.
-	Title	Mr	string	-	Optional
-	Forename	Joe	string	-	Optional
-	Middlename	E	string	-	Optional
-	Surname	Harrison	string	-	Optional
-	Suffix	Jr.	string	-	Optional
Delivery Address 1	Address1	i6 Building	string	60	Optional
Delivery Address 2	Address2	Charlotte Square	string	60	Optional
Delivery Address 3	Address3 + Town	Newcastle upon Tyne	string	60	Optional
Delivery Address 4	County	Tyne and Wear	string	60	Optional
Delivery Address 5	Postcode	NE1 4XF	string	60	Optional
Notes 1	Notes1	Website 1	string	60	Optional
Notes 2	Notes2	Leave next door	string	60	Optional
Notes 3	Notes3	Paid by PayPal	string	60	Optional
Analysis1	Custom1	Analysis 1	string	60	Optional	This field can be renamed in Sage, so may not appear as 'Analysis1' in the UI.
Analysis2	Custom2	Analysis 2	string	60	Optional	This field can be renamed in Sage, so may not appear as 'Analysis2' in the UI.
Analysis3	Custom3	Analysis 3	string	60	Optional	This field can be renamed in Sage, so may not appear as 'Analysis3' in the 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">
  <SalesOrders>
    <SalesOrder>
      <CustomerOrderNumber>123</CustomerOrderNumber>
      <TakenBy>Frank</TakenBy>
      <SalesOrderDeliveryAddress>
        <Company>Zynk Software Limited</Company>
        <Title>Mr</Title>
        <Forename>Joe</Forename>
        <Middlename>E</Middlename>
        <Surname>Harrison</Surname>
        <Suffix>Jr.</Suffix>
        <Address1>i6 Building</Address1>
        <Address2>Charlotte Square</Address2>
        <Town>Newcastle upon Tyne</Town>
        <County>Tyne and Wear</County>
        <Postcode>NE1 4XF</Postcode>
      </SalesOrderDeliveryAddress>
      <Notes1>Website 1</Notes1>
      <Notes2>Leave next door</Notes2>
      <Notes3>Paid by PayPal</Notes3>
      <Custom1>Analysis 1</Custom1>
      <Custom2>Analysis 2</Custom2>
      <Custom3>Analysis 3</Custom3>
    </SalesOrder>
  </SalesOrders>
</Company>

The following fields can be updated on the Footer tab on the sales orders.

Sage Field	XML Field	Example	Field Type	Field Length	Input
Carriage Consign. No	ConsignmentNo	123	string	30	Optional
Carriage Courier	Courier	1	short	2	Optional
Carriage Courier	CourierName	DHL	string	60	Optional

<?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>
      <ConsignmentNo>123</ConsignmentNo>
      <Courier>1</Courier>
      <CourierName>DHL</CourierName>
    </SalesOrder>
  </SalesOrders>
</Company>