Allocate Sales Orders in Sage 200
This task will process any live sales orders in Sage 200 that have not been fully allocated.
You can also process sales returns if required. The Sales Order Type task setting can be set to All (to process sales orders and sales returns), SalesOrders or SalesReturns.
There is no input required for this task so the sales orders in Sage 200 will be processed based on the criteria you provide in the task settings.
You can filter the sales orders you want to process using the where clauses on the query settings. For example, if you wanted to only process orders where the document created by was 'Zynk Software Ltd' you could provide a where clause of [SOPOrderReturn].[DocumentCreatedBy] = 'Zynk Software Ltd'.
You can optionally take the resulting orders through the SOP process. For example, if you wanted to despatch any unallocated orders as well as allocating them, you would enable the Auto Despatch task setting. You can also automatically acknowledge, print and post sales orders as well.
This task also supports batch / serial number items. You can use the Traceable Sort Type task setting when allocating traceable items.
Allocation Settings
Required
- Allocation Type - Choose to either support partially allocating orders or support only allocating orders that can be fully allocated.
- Allow Negative Stock - Only takes effect when negative stock is enabled in Sage 200.
Connection Settings
Required
- Sage 200 Connection - The connection to the Sage 200 company.
File Settings
Required
- Fail File - The XML file to save records which failed to import into Sage.
- Success File - The XML file to save successfully imported records to.
Query Settings
Optional
- Columns - Used to enter the column names to export from the Sage database. Be sure to include the table name (eg. [SLCustomerAccount].[CustomerAccountNumber])
- Joins - Allows data to be exported from other tables in the Sage database. Required when exporting data from tables not included in the standard export.
- Where Clauses - Allows filters to be set to limit the data that is processed.
Sales Order Settings
Required
- Allocate as Current User - Restrict the allocation routine to only allocate sales orders created by the current user.
- Auto Acknowledge Order - Auto acknowledge the order during import.
- Auto Despatch Orders - Despatch the sales order after the allocation process.
- Auto Post Orders - Post the sales order after the print process.
- Auto Print - Print the sales order after the despatch process.
- Sales Order Type - Choose to allocate either sales orders, sales returns or both.
- Sort - Sort the sales orders returned by the criteria so you can apply allocations based on priority. For example, you may choose to allocate oldest orders first.
- Traceable Sort Type - Sort type to use when allocating/despatching traceable items.