Sage 50 US Vendor Credit Memo XML

The Export Vendor Credit Memos task allows you to retrieve vendor credit memos from Sage 50 US in XML format. 

Tasks

• Exporting Vendor Credit Memos from Sage 50 US

XML

Any Sage fields not documented below are not supported with our exports, if there are additional fields you need contact us at [email protected].

Complete export file for a vendor credit memo:

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfVendorCreditMemo xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <VendorCreditMemo Operation="NotSet">
    <ExternalId>123</ExternalId>
    <Key>fea0024f-95ff-431e-90d2-585073f2f479</Key>
    <ReferenceNumber>VCM30009</ReferenceNumber>
    <Date>2024-03-01T00:00:00</Date>
    <Amount>103.60</Amount>
    <LastSavedAt>0001-01-01T00:00:00</LastSavedAt>
    <IsPosted>true</IsPosted>
    <AccountReference>20000-00</AccountReference>
    <TermsDescription>2% 10, Net 30 Days</TermsDescription>
    <InternalNote>Leave by the door<InternalNote>
    <DiscountAmount>2.07</DiscountAmount>
    <VendorReference>STANLEY</VendorReference>
    <AmountDue>103.60</AmountDue>
    <DateDue>2024-03-31T00:00:00</DateDue>
    <DiscountDate>2024-03-11T00:00:00</DiscountDate>
    <PrintVendorNoteAfterLineItems>false</PrintVendorNoteAfterLineItems>
    <ReturnAuthorization>Yes</ReturnAuthorization>
    <VendorCreditMemoInvoiceLines />
    <VendorCreditMemoPurchasesLines>
      <VendorCreditMemoPurchasesLine>
        <AccountReference>12000-00</AccountReference>
        <Amount>71.70</Amount>
        <Description>Catalog # WT1005230: Garden Hose - 50 ft</Description>
        <InventoryItemReference>EQWT-15110</InventoryItemReference>
        <JobReference />
        <Quantity>6.00</Quantity>
        <SalesTaxType xsi:nil="true" />
        <UnitPrice>11.95</UnitPrice>
      </VendorCreditMemoPurchasesLine>
      <VendorCreditMemoPurchasesLine>
        <AccountReference>12000-00</AccountReference>
        <Amount>31.90</Amount>
        <Description>Catalog # WT1005240: Garden Hose -75 ft</Description>
        <InventoryItemReference>EQWT-15120</InventoryItemReference>
        <JobReference />
        <Quantity>2.00</Quantity>
        <SalesTaxType xsi:nil="true" />
        <UnitPrice>15.95</UnitPrice>
      </VendorCreditMemoPurchasesLine>
    </VendorCreditMemoPurchasesLines>
  </VendorCreditMemo>
</ArrayOfVendorCreditMemo>

In each of the following sections most of the XML has been omitted to make the samples easier to read.  The sections have been broken up into the various sections of the credit memo record as viewed within Sage 50 US.

Main Credit Memo Fields

The below will let you specify the main fields required for a credit memo record.

Sage Field	XML Field	Example	Field Type	Field Length	Input
N/A	ExternalId	123	string	255	Optional
Vendor ID	VendorReference	STANLEY	string	20	Required, must exist in Sage as a vendor
Credit date	Date	2024-03-01T00:00:00	datetime	-	Optional, defaults to day of import
Due date	DateDue	2024-03-31T00:00:00	datetime	-	Optional
Credit No.*	ReferenceNumber	CCM4001	string	-	Optional
Return authorization	ReturnAuthorization	Yes	string	-	Optional
Terms	TermsDescription	2% 10, Net 30 Days	string	-	Optional
A/P account*	AccountReference	22000-00	string	15	Optional
N/A	DiscountAmount	2.07	decimal	15	Optional
N/A	DiscountDate	2024-03-11T00:00:00	string	15	Optional
Print*	PrintVendorNoteAfterLineItems	false	bool	-	Optional
Internal Note	InternalNote	Leave by the door	string	2000	Optional

• Credit No.* - if provided, the value must be unique. If left blank the next available number from Sage will be used
• A/R account* - can only be what you have setup in Sage under Maintain Chart of Accounts.
• Print* - set to false to use print Before Line Items, set to true to use print After Line Items

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfVendorCreditMemo>
  <VendorCreditMemo xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ExternalId>123</ExternalId>
    <VendorReference>STANLEY</VendorReference>
    <Date>2024-03-01T00:00:00</Date>
    <DateDue>2024-03-31T00:00:00</DateDue>
    <ReferenceNumber>VCM30009</ReferenceNumber>
    <ReturnAuthorization>Yes</ReturnAuthorization>
    <TermsDescription>2% 10, Net 30 Days</TermsDescription>
    <AccountReference>20000-00</AccountReference>
    <DiscountAmount>2.07</DiscountAmount>
    <DiscountDate>2024-03-11T00:00:00</DiscountDate>
    <PrintVendorNoteAfterLineItems>false</PrintVendorNoteAfterLineItems>
    <InternalNote>Leave by the door<InternalNote>
  </VendorCreditMemo>
</ArrayOfVendorCreditMemo>

Apply To Invoice Line Fields

The below will let you specify the invoice item line fields required for a credit memo. You can provide multiple CustomerCreditMemoInvoiceLine entries in the CustomerCreditMemoInvoiceLines node.

Sage Field	XML Field	Example	Field Type	Field Length	Input
Invoice	InvoiceReference	10209	string	20	Required, unless InventoryItemReference is blank
Item	InventoryItemReference	FERT-16160	string	20	Optional
Quantity	Quantity	1	decimal	-	Optional
Description	Description	Lawn and Turf Care Service	string	30	Optional
Unit Price	UnitPrice	9.99	decimal	-	Optional, must be 0 if Quantity is 0
Job*	JobReference	SHARP	string	20	Optional
GL Account*	AccountReference	12000-00	string	15	Optional

• Job* - can only be what you have setup in Sage under Maintain Jobs.
• GL Account* - can only be what you have setup in Sage under Maintain Chart of Accounts.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfVendorCreditMemo>
  <VendorCreditMemo xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <VendorCreditMemoInvoiceLines>
      <VendorCreditMemoInvoiceLine>
        <InvoiceReference>10209</InvoiceReference>
        <InventoryItemReference>FERT-16160</InventoryItemReference>
        <Quantity>1</Quantity>
        <Description>Lawn and Turf Care Service</Description>
        <UnitPrice>9.99</UnitPrice>
        <JobReference>SHARP</JobReference>
        <AccountReference>12000-00</AccountReference>
      </VendorCreditMemoInvoiceLine>
    </VendorCreditMemoInvoiceLines>
  </VendorCreditMemo>
</ArrayOfVendorCreditMemo> 

Apply To Purchases Line Fields

The below will let you specify the purchase item line fields required for a credit memo. You can provide multiple VendorCreditMemoPurchasesLine entries in the VendorCreditMemoPurchasesLines node.

Sage Field	XML Field	Example	Field Type	Field Length	Input
Quantity	Quantity	6.00	decimal	-	Optional
Item	InventoryItemReference	EQWT-15110	string	20	Optional
Description	Description	Garden Hose - 50 ft	string	30	Optional
Unit Price	UnitPrice	11.95	decimal	-	Optional, must be 0 if Quantity is 0
Job*	JobReference	SHARP	string	20	Optional
GL Account*	AccountReference	12000-00	string	15	Optional

• Job* - can only be what you have setup in Sage under Maintain Jobs.
• GL Account* - can only be what you have setup in Sage under Maintain Chart of Accounts.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfVendorCreditMemo>
  <VendorCreditMemo xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <VendorCreditMemoPurchasesLines>
      <VendorCreditMemoPurchasesLine>
        <Quantity>6.00</Quantity>
        <InventoryItemReference>EQWT-15110</InventoryItemReference>
        <Description>Garden Hose - 50 ft</Description>
        <UnitPrice>11.95</UnitPrice>
        <JobReference>SHARP</JobReference>
        <AccountReference>12000-00</AccountReference>
      </VendorCreditMemoPurchasesLine>
    </VendorCreditMemoPurchasesLines>
  </VendorCreditMemo>
</ArrayOfVendorCreditMemo>