Importing Purchase Orders into Sage 50 US

This task will import purchase order information in the Sage 50 US Purchase Order XML format into Sage 50 US. It supports both the creation of new purchase orders, and the update of existing purchase orders in Sage.

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_orders_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_orders_success.xml.

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 requites 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 order Id has already been imported, and if so skip the purchase order. Defaults to True.

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

A sample input file is shown below. See Sage 50 US Purchase Order XML for full documentation of the XML format.

<?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 Operation="Create">
    <ExternalId>2317</ExternalId>
    <Key>2ff80f5a-d4c2-4e9c-9151-4ca9e3fa87de</Key>
    <ReferenceNumber />
    <Date>2015-03-15T00:00:00</Date>
    <Amount>215.8500000000000000000</Amount>
    <LastSavedAt>0001-01-01T00:00:00</LastSavedAt>
    <IsPosted>true</IsPosted>
    <AccountReference>20000-00</AccountReference>
    <ShipToAddress>
      <Name>Bellwether Garden Supply</Name>
      <Address>
        <Address1>1505 Pavilion Place</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30093-3203</Zip>
        <Country>USA</Country>
        <SalesTaxCode />
      </Address>
    </ShipToAddress>
    <ShipVia>None</ShipVia>
    <TermsDescription>2% 10, Net 30 Days</TermsDescription>
    <InternalNote />
    <DiscountAmount>4.3200000000000000000</DiscountAmount>
    <VendorReference>SOGARDEN</VendorReference>
    <PrintVendorNoteAfterLineItems>false</PrintVendorNoteAfterLineItems>
    <VendorNote />
    <MainAddress>
      <Name>Southern Garden Wholesale</Name>
      <Address>
        <Address1>4555 Oakland Park Blvd.</Address1>
        <Address2 />
        <City>Atlanta</City>
        <State>GA</State>
        <Zip>30312</Zip>
        <Country>USA</Country>
        <SalesTaxCode />
      </Address>
    </MainAddress>
    <GoodThroughDate>2015-04-14T00:00:00</GoodThroughDate>
    <IsClosed>false</IsClosed>
    <IsDropShip>false</IsDropShip>
    <DiscountDate xsi:nil="true" />
    <PurchaseOrderLines>
      <PurchaseOrderLine>
        <AccountReference>12000-00</AccountReference>
        <Amount>215.8500000000000000000</Amount>
        <Description>Catalog # LM400500 Rotary Lawn Mower - 3HP</Description>
        <IsUsed>true</IsUsed>
        <InventoryItemReference>EQLW-14130</InventoryItemReference>
        <Quantity>3.0000000000000000000</Quantity>
        <UnitPrice>71.9500000000000000000</UnitPrice>
        <QuantityReceived>0.0000000000000000000</QuantityReceived>
      </PurchaseOrderLine>
    </PurchaseOrderLines>
  </PurchaseOrder>
</ArrayOfPurchaseOrder>