Importing Receipts into Sage 50 US

Receipts represent payment received from customers. This task will import receipt information in the Sage 50 US Receipt 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_receipts_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_receipts_success.xml.

Prevent Duplicates

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

Zynk Settings

See Common Task Settings.

Example

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

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfReceipt>
  <Receipt xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
    <Key>24bf1e4a-a008-41c9-97ae-510ffd2b1eb8</Key>
    <ReferenceNumber>TEST007</ReferenceNumber>
    <Date>2015-03-02T00:00:00</Date>
    <AccountReference>10200-00</AccountReference>
    <CustomerReference>SNOWDEN</CustomerReference>
    <ReceiptNumber>1000</ReceiptNumber>
    <SalesTaxCodeReference>GAGWINN</SalesTaxCodeReference>
    <MainAddress>
      <Name>Snowden Interior Design</Name>
      <Address>
        <Address1>1890 Singleton Road</Address1>
        <Address2 />
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30093</Zip>
        <Country />
        <SalesTaxCode />
      </Address>
    </MainAddress>
    <PaymentMethod>Check</PaymentMethod>
    <ReceiptSalesLines>
      <ReceiptSalesLine>
        <AccountReference>40000-FF</AccountReference>
        <Amount>35.9400000000000000000</Amount>
        <Description>Bell-Gro Azalea and Evergreen Food 4 lb. Bag</Description>
        <InventoryItemReference>FERT-16110</InventoryItemReference>
        <Quantity>6.0000000000000000000</Quantity>
        <SalesTaxType>1</SalesTaxType>
        <UnitPrice>5.9900000000000000000</UnitPrice>
      </ReceiptSalesLine>
    </ReceiptSalesLines>
    <ReceiptInvoiceLines>
      <ReceiptInvoiceLine>
        <InvoiceReference>10209</InvoiceReference>
        <AccountReference>11000-00</AccountReference>
        <Description>abc</Description>
        <AmountPaid>10.0000000000000000000</AmountPaid>
        <DiscountAmount>0</DiscountAmount>
      </ReceiptInvoiceLine>
    </ReceiptInvoiceLines>
    <CustomFields />
  </Receipt>
</ArrayOfReceipt>