Importing Purchase Invoices into Sage 200

This task will import new purchase invoice records in Sage 200 Purchase Invoice XML format into Sage 200 and associate them with an existing purchase order. In instances where three way matching is enabled in the Sage 200 configuration, it will also associate the purchase invoice with a goods received note.

The task also supports creating purchase credits against purchase returns.

Settings

Sage 200 Connection

Required
The Sage 200 connection to use. See the Connecting to Sage 200 article if you require more information on how to create/manage connections

Input File

Required
The source file for importing in Zynk XML format.

Fail File

Required
The name of the file to store failed records in Zynk XML format.

Success File

Required
The name of the file to store the successfully imported records in Zynk XML format.

Prevent Duplicates

Required
Set to 'True' to check whether the Id on each PurchaseInvoice supplied in the input XML file has already been imported, and if so skip the record.

Zynk Settings

See Common Task Settings

Examples

A sample input file for creating a purchase invoice is shown below. See our Sage 200 Purchase Invoice XML for more details on the Zynk XML Purchase Invoice format for Sage 200.

<?xml version="1.0"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseInvoices>
    <PurchaseInvoice>
      <Id>PurchaseInvoice1234</Id>
      <PurchaseOrderUniqueId>5679</PurchaseOrderUniqueId>
      <PurchaseOrderNumber>0000000001</PurchaseOrderNumber>
      <PurchaseOrderId>PO-1234</PurchaseOrderId>
      <PurchaseOrderType>PopInvoice</PurchaseOrderType>
      <SupplierOrderNumber>SupplierRef1234</SupplierOrderNumber>
      <InvoiceNumber>PI-123</InvoiceNumber>
      <InvoiceDate>2019-07-11T00:00:00</InvoiceDate>
      <InvoiceSecondReference>REF-456</InvoiceSecondReference>
      <InvoiceNarrative>PI / ZYNK0001</InvoiceNarrative>
      <ForeignRate>1.255</ForeignRate>
      <ReceiptNotes>
        <ReceiptNote>
          <GRNNumber>0000000011</GRNNumber>
        </ReceiptNote>
      </ReceiptNotes>
    </PurchaseInvoice>
  </PurchaseInvoices>
</Company>