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Posting Invoices in Sage 200

This task will post existing invoices that have been printed for sales orders in Sage 200 to the ledger. It also supports posting credit notes that have been printed for sales returns.

Settings

Connection 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

File Settings

Fail File

Required
Any orders that can't be posted will be output to the file specified here. The data will be in the same format as the input file.

Input File

Required
The file containing the sales orders and/or sales returns that you want to post to the ledger. The orders should be specified in the Sage 200 Sales Order XML format. A sample is shown below.

Success File

Required
Orders that are successfully posted will be output to the file specified here. The data will be in the same format as the input file.

Zynk Settings

See Common Task Settings

Examples

A sample input file for posting a sales order and sales return is shown below.

The order to post must be identified by one of the following elements. They take precedence in the order they are listed: - UniqueId - The SOPOrderReturnID value, as seen within the Sage 200 database. - SalesOrderNumber - The sales order or sales return number, as seen within the Sage 200 user interface. - Id - If the order was imported into Sage 200 by Zynk, and an Id was provided at the time, you can use that value to identify the order. - CustomerOrderNumber - The customer order number, as seen within the Sage 200 user interface.

The SalesOrderType element identifies the type of order to post. The following values are valid: - ProductInvoice - Indicates a sales order. This is the default value if SalesOrderType is not specified. - SopReturn - Indicates a sales return.

<?xml version="1.0"?>
<Company>
  <SalesOrders>
    <!-- Example of posting a sales order -->
    <SalesOrder>
      <UniqueId>12345</UniqueId>
      <SalesOrderNumber>0000012345</SalesOrderNumber>
      <Id>12345</Id>
      <CustomerOrderNumber>12345</CustomerOrderNumber>
      <SalesOrderType>ProductInvoice</SalesOrderType>
    </SalesOrder>

    <!-- Example of posting a sales return -->
    <SalesOrder>
      <UniqueId>54321</UniqueId>
      <SalesOrderNumber>0000054321</SalesOrderNumber>
      <Id>54321</Id>
      <CustomerOrderNumber>54321</CustomerOrderNumber>
      <SalesOrderType>SopReturn</SalesOrderType>
    </SalesOrder>
  </SalesOrders>
</Company>