Converting Proformas to Sales Orders

This task will convert existing proformas in Sage 200 to sales orders, based on an XML file formatted in Sage 200 Convert Proformas To Sales Orders XML format.

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
The name of the file to output any failed proforma conversions to. The data will be outputted in Zynk XML format.

Input File

Required
The source file for containing the proformas to convert. The file must be in Zynk XML format, as shown in the example below.

Success File

Required
The name of the file to output successful proforma conversions to. The data will be outputted in Zynk XML format. In the success file, the SalesOrderNumber of each SalesOrder will contain the Document no of the created sales order and the Document no of the converted proforma will be in the ProformaNumber of the SalesOrder.

Examples

A sample input file for converting a proforma is shown below. See Sage 200 Convert Proformas To Sales Orders XML for more details on the Zynk XML Sales Order format for Sage 200.

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <SalesOrders>
    <SalesOrder>
      <UniqueId>2841241</UniqueId>
      <SalesOrderNumber>0000000005</SalesOrderNumber>
      <Id>12345</Id>
      <CustomerOrderNumber>ABC12345</CustomerOrderNumber>
    </SalesOrder>
  </SalesOrders>
</Company>

A sample success file for a converted proforma is shown below.

<?xml version="1.0" encoding="utf-8"?>
<Company
  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <SalesOrders>
    <SalesOrder>
      <UniqueId>2841241</UniqueId>
      <ProformaNumber>0000000005</ProformaNumber>
      <SalesOrderNumber>0000000010</SalesOrderNumber>
      <Id>12345</Id>
      <CustomerOrderNumber>ABC12345</CustomerOrderNumber>
    </SalesOrder>
  </SalesOrders>
</Company>