Exporting Inventory from Sage 50 US

This task will export inventory information from Sage 50 US in the Sage 50 US Inventory XML format. You can choose to export either all, modified or only new records, and can filter the exports if only a subset of your inventory records are required.

Settings

Sage Connection

Required
The connection to Sage 50 US to use. See the Connecting to Sage 50 US article if you require more information on how to create/manage connections.

Note

This task uses the COM interface. You will need to provide a Company Username and Company Password in your Sage 50 US connection, if user security is enabled in Sage.

Export New, Modified or All Records

Required
Setting to determine which records are exported from Sage. This setting defaults to Modified. The following options are available:

• New - Will only export records created since the last time the task was ran.
• Modified - Will only export records created or updated in Sage since the last time the task was ran.
• All - Will always export all records.

Filters

Optional
Settings to allow only specific records to be exported from Sage. The following settings are available:

• Field - Select a field to filter on from the list.
• Operation - Select a filter operation from the list.
• Value From - The value to search for. Used in conjunction with the EqualTo, NotEqualTo, Range and Mask operations.
• Value To - Used in conjunction with the Range operation only, to specify the end of the range of values.

Note

Sage doesn't support setting multiple filters involving the same field. If you specify more than one filter on the same field, only the last one will be applied.

Note

Certain operations are not compatible with certain fields. In this scenario, you will see an error when running the task which states: 'An invalid filter operator was specified'.

Include POs in Qty Available

Required
Set to true to take the quantity on purchase order into account when determining the quantity available for each product.

Important

Ensure this matches the 'Include purchase orders when calculating quantity available' setting on the Maintain > Defaults > Inventory Item screen in Sage. If it doesn't, the QtyAvailable values in the export will be incorrect.

Output File

Required
The name of the file to export to. Data is exported in Sage 50 US Inventory XML format. Defaults to sage_50_us_export_inventory.xml.

Zynk Settings

See Common Task Settings.

Example

A sample output file is shown below. See Sage 50 US Inventory XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfInventory xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <Inventory>
    <ExternalId>1354153</ExternalId>
    <Key>9683178a-43f4-4c47-b27f-e6e9f45dc8c3</Key>
    <Id>AVRY-10110</Id>
    <PartNumber />
    <Type>StockItem</Type>
    <Description>Bird House-Pole 14 Ft.</Description>
    <Category>SUPPLY</Category>
    <Note />
    <IsInactive>false</IsInactive>
    <IsTaxable>true</IsTaxable>
    <SalesTaxType>1</SalesTaxType>
    <SalePrice>49.99</SalePrice>
    <QtyAvailable>40.00</QtyAvailable>
    <QtyOnHand>50.00</QtyOnHand>
    <CustomFields>
      <CustomField>
        <Name>Alternate Vendor</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Substitution</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Special Note</Name>
        <Value />
      </CustomField>
      <CustomField>
        <Name>Special Order</Name>
        <Value />
      </CustomField>
    </CustomFields>
    <DescriptionForSales>Three-Section pole that will place the bird house 12 ft. above ground</DescriptionForSales>
    <DescriptionForPurchases>Catalog #B11225: Bird House-Pole 14 Ft.</DescriptionForPurchases>
    <BuyerReference />
    <COGSAccountReference>50000-AV</COGSAccountReference>
    <Location>AISLE 1</Location>
    <StockingUnitOfMeasure>Each</StockingUnitOfMeasure>
    <SalesAccountReference>40000-AV</SalesAccountReference>
    <SubjectToCommission>false</SubjectToCommission>
    <UPC />
    <VendorReference>DEJULIA</VendorReference>
    <Weight>0.00</Weight>
    <CostingMethod>FIFO</CostingMethod>
    <InventoryAccountReference>12000-00</InventoryAccountReference>
    <MinimumStock>6.00</MinimumStock>
    <ReorderQuantity>6.00</ReorderQuantity>
  </Inventory>
</ArrayOfInventory>