Importing Purchase Invoices into Sage 50 US

This task will import purchase invoice information in the XML format into Sage 50 US. It supports the creation of new purchase invoices in Sage, updates to existing purchase invoices are not supported.

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_purchase_invoices_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_purchase_invoices_success.xml.

Allow Over Receiving

Required
Set this to 'True' to allow the quantity on purchase invoice order lines to exceed the quantity remaining on the purchase order.

Auto Create Inventory Items

Required
Set to True to automatically create inventory items if they don't already exist in Sage. If False and the item specified does not exist, the import will fail. Defaults to False.

Note

The creation of items in Sage requires the use of the COM interface. So when this setting is enabled, you will need to provide a Company Username and Company Password in your Sage 50 US connection, if user security is enabled in Sage.

Prevent Duplicates

Required
Set this to 'True' to check whether the supplied purchase invoice Id has already been imported, and if so skip the purchase invoice.

Use Item GL Account

Optional Set to true to pick up the GL account reference from the inventory item, if not specified in the input file.

Zynk Settings

See Common Task Settings.

Example

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfPurchaseInvoice xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseInvoice>
    <ExternalId>99999</ExternalId>
    <VendorReference>ZYNK0001</VendorReference>
    <ShipToAddress>
      <Name>Zynk Sofrware</Name>
      <Address>
        <Address1>123 Ice Valley</Address1>
        <Address2>Suite C</Address2>
        <City>New York City</City>
        <State>LA</State>
        <Zip>NY 10022</Zip>
        <Country>USA</Country>
        <SalesTaxCode />
      </Address>
    </ShipToAddress>
    <Date>2023-04-01T00:00:00</Date>
    <ReferenceNumber>99998</ReferenceNumber>
    <WaitingForBill>false</WaitingForBill>
    <CustomerSalesOrderNumber>12345</CustomerSalesOrderNumber>
    <ShipVia>None</ShipVia>
    <PurchaseInvoiceLines>
      <PurchaseInvoiceLine>
        <Amount>10.00</Amount>
        <Description>Dog Kennel</Description>
        <InventoryItemReference>TEST0001</InventoryItemReference>
        <Quantity>1.00</Quantity>
        <UnitPrice>10.00</UnitPrice>
      </PurchaseInvoiceLine>
    </PurchaseInvoiceLines>
  </PurchaseInvoice>
</ArrayOfPurchaseInvoice>