Exporting Purchase Invoices from Sage 50 US

This task will export purchase invoice information from Sage 50 US in the XML format shown at the end of this article. You can choose to export either all, modified or only new records, and can filter the exports if only a subset of your purchase invoices 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.

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 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. See the Sage 50 US Filters article for more information.

Output File

Required
The name of the file to export to. Defaults to sage_50_us_export_purchase_invoices.xml.

Example

A sample output file is shown below.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfPurchaseOrder xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseOrder>
    <ExternalId>10001</ExternalId>
    <VendorReference>ZYNK0001</VendorReference>
    <CustomerReference></CustomerReference>
    <ShipToAddress>
      <Name>Stone Arbor Construction</Name>
      <Address>
        <Address1>1505 Pavilion Place</Address1>
        <Address2>Suite C</Address2>
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30093-3203</Zip>
        <Country>USA</Country>
        <SalesTaxCode />
      </Address>
    </ShipToAddress>
    <Date>2023-04-01T00:00:00</Date>
    <DateDue>2023-02-05T00:00:00</DateDue>
    <ReferenceNumber>10001</ReferenceNumber>
    <DropShip>false</DropShip>
    <WaitingForBill>false</WaitingForBill>
    <CustomerSalesOrderNumber>12345</CustomerSalesOrderNumber>
    <ShipVia>None</ShipVia>
    <AccountReference>20000-00</AccountReference>
    <PurchaseOrderLines>
      <PurchaseOrderLine>
        <AccountReference>77500-00</AccountReference>
        <Amount>10.00</Amount>
        <Description>Prefabricated Birdhouse</Description>
        <InventoryItemReference>TEST0001</InventoryItemReference>
        <JobReference />
        <Quantity>1.00</Quantity>
        <UnitPrice>10.00</UnitPrice>
      </PurchaseOrderLine>
      <PurchaseOrderLine>
        <AccountReference>77500-00</AccountReference>
        <Amount>10.00</Amount>
        <Description>Test Item 2</Description>
        <InventoryItemReference>TEST0002</InventoryItemReference>
        <JobReference />
        <Quantity>1.00</Quantity>
        <UnitPrice>10.00</UnitPrice>
      </PurchaseOrderLine>
    </PurchaseOrderLines>
    <VendorNote>Vendor Note</VendorNote>
    <PrintVendorNoteAfterLineItems>false</PrintVendorNoteAfterLineItems>
    <InternalNote>Internal Note</InternalNote>
    <TermsDescription>Net 15 Days</TermsDescription>
  </PurchaseOrder>
</ArrayOfPurchaseOrder>