Importing Customer Credit Memos into Sage 50 US

This task will import customer credit memo information in the Sage 50 US Customer Credit Memo XML format into Sage 50 US.

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.

Fail File

Required
The name of a file for "failed" imports to be sent to. Defaults to sage_50_us_import_customer_credit_memos_fail.xml.

Input File

Required
The source file that you want to import in XML format. Defaults to (Output from previous task).

Success File

Required
The name of a file for "successful" imports to be sent to. Defaults to sage_50_us_import_customer_credit_memos_success.xml.

Prevent Duplicates

Required
Set this to 'True' to check whether the supplied credit memo Id has already been imported, and if so skip the sales order.

Zynk Settings

See Common Task Settings.

Example

A sample input file is shown below. See Sage 50 US Customer Credit Memo XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfCustomerCreditMemo>
  <CustomerCreditMemo xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <ReferenceNumber>CCM4001</ReferenceNumber>
    <Date>2015-03-15T00:00:00</Date>
    <AccountReference>11000-00</AccountReference>
    <TermsDescription>2% 10, Net 30 Days</TermsDescription>
    <InternalNote />
    <DiscountAmount>1.2000000000000000000</DiscountAmount>
    <CustomerReference>SNOWDEN</CustomerReference>
    <SalesRepresentativeReference>SPRICHARD</SalesRepresentativeReference>
    <AmountDue>0.0000000000000000000</AmountDue>
    <CustomerNote />
    <CustomerPurchaseOrderNumber>213456</CustomerPurchaseOrderNumber>
    <DateDue>2015-03-18T00:00:00</DateDue>
    <DiscountDate>2015-03-16T00:00:00</DiscountDate>
    <FreightAccountReference>57500-00</FreightAccountReference>
    <FreightAmount>0</FreightAmount>
    <PrintCustomerNoteAfterLineItems>false</PrintCustomerNoteAfterLineItems>
    <ReturnAuthorization />
    <SalesTaxAmount>0.0000000000000000000</SalesTaxAmount>
    <SalesTaxCodeReference>GAGWINN</SalesTaxCodeReference>
    <StatementNote />
    <CustomerCreditMemoInvoiceLines>
      <CustomerCreditMemoInvoiceLine>
        <AccountReference>40000-LS</AccountReference>
        <Description>Lawn and Turf Care Service</Description>
        <InventoryItemReference>FERT-16160</InventoryItemReference>
        <InvoiceReference>10209</InvoiceReference>
        <Quantity>1</Quantity>
        <UnitPrice>9.99</UnitPrice>
      </CustomerCreditMemoInvoiceLine>
    </CustomerCreditMemoInvoiceLines>
    <CustomerCreditMemoSalesLines />
  </CustomerCreditMemo>
</ArrayOfCustomerCreditMemo>