Import Sales Orders into Sage 200 Evolution
This task will create new sales 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 sales 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.
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.
Match Customers On
Optional
The list of fields to use to try and find an existing customer in Sage which matches with the customer in the input file. These settings will only be used if there is no <Code>
provided for the customer in the input file, and no code is found in the truth table based on <ExternalId>
. When multiple fields are selected, only customers 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)
Zynk Settings
Examples
A sample input file is shown below. For full documentation see Sage 200 Evolution Sales Order XML.
<?xml version="1.0"?>
<SalesOrders>
<SalesOrder>
<ExternalId>123457</ExternalId>
<Customer>
<Code>ZYN001</Code>
</Customer>
<ExternalOrderNo>123457</ExternalOrderNo>
<OrderDate>2021-10-15</OrderDate>
<InvoiceTo>
<Line1>i6</Line1>
<Line2>Charlotte Square</Line2>
<Line3>Newcastle-upon-Tyne</Line3>
<Line4>Tyne & 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 & 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>
</SalesOrder>
</SalesOrders>