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Import Purchase Orders into Sage 200 Evolution

This task will create new purchase orders in Sage 200 Evolution from an XML file, and optionally process or complete the order, resulting in an invoice being generated. Please note that the task does not support updating existing purchase orders.

Settings

Connection

Required
The Sage 200 Evolution connection to use. See Connecting to Sage 200 Evolution

Fail File

Required
The file to save failed records to.

Input File

Required
The file containing records to import into Sage 200 Evolution.

Success File

Required
The file to save successful records to.

Branch Context

Optional
Select a branch to connect to Sage 200 Evolution as from the drop down menu. Leave blank to use the 'global' branch.

Match Accounts On

Optional
The list of fields to use to try and find an existing customer/supplier in Sage which matches with the customer/supplier in the input file. These settings will only be used if there is no <Code> provided for the customer/supplier in the input file, and no code is found in the truth table based on <ExternalId>. When multiple fields are selected, only customers/suppliers in Sage where the value of all fields matches those in the input file will be considered a match.

The following fields are supported:

  • Description
  • Telephone
  • CellPhone
  • Fax
  • EmailAddress
  • Webpage
  • PostalCode (from the PostalAddress)

Prevent Reprocessing

Required
Set to true to prevent the same records being processed more than once, based on the value of the <ExternalId> element in the XML.

Zynk Settings

See Common Task Settings

Examples

A sample input file is shown below. For full documentation see Sage 200 Evolution Purchase Order XML.

<?xml version="1.0"?>
<PurchaseOrders>
  <PurchaseOrder>
    <ExternalId>123457</ExternalId>
    <Supplier>
      <Code>ZYNK0001</Code>
    </Supplier>
    <ExternalOrderNo>123457</ExternalOrderNo>
    <OrderDate>2025-12-15</OrderDate>
    <InvoiceTo>
      <Line1>i6</Line1>
      <Line2>Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </InvoiceTo>
    <DeliverTo>
      <Line1>i6</Line1>
      <Line2>Charlotte Square</Line2>
      <Line3>Newcastle-upon-Tyne</Line3>
      <Line4>Tyne &amp; Wear</Line4>
      <Line5>UK</Line5>
      <PostalCode>NE1 4XF</PostalCode>
    </DeliverTo>
    <OrderItems>
      <OrderItem>
        <!-- Stock line -->
        <InventoryItem>
          <Code>PEN001</Code>
        </InventoryItem>
        <Quantity>1</Quantity>
        <UnitSellingPrice>11.00</UnitSellingPrice>
        <Discount>1.00</Discount>
        <Warehouse>
          <Code>ZEND</Code>
        </Warehouse>
      </OrderItem>
      <OrderItem>
        <!-- GL line -->
        <GlAccount>
          <Code>2340</Code>
        </GlAccount>
        <Quantity>1</Quantity>
        <UnitSellingPrice>5.50</UnitSellingPrice>
        <Discount>0.50</Discount>
      </OrderItem>
    </OrderItems>
    <AutoCompleteOrder>true</AutoCompleteOrder>
  </PurchaseOrder>
</PurchaseOrders>