Importing Sales Orders into Sage 50 US

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

Auto Create Customers

Required
Set to True to automatically create customer accounts if they don't already exist in Sage, if False and the customer does not exist the import will fail. Defaults to True.

Auto Generate Account IDs

Required
Set this to True to automatically generate an ID for each customer if it isn't specified in the input file. Defaults to True.

Match Customers On

Required
Allows you to specify one or more fields to use for matching to existing customers in Sage during the import, if no match is found a new customer will be created. The following fields are supported: -

• Name
• AccountNumber
• CashAccountReference

Fail File

Required
The name of a file for "failed" imports to be sent to. Defaults to sage_50_us_import_sales_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_sales_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 sales order Id has already been imported, and if so skip the sales order.

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 Sales Order XML for full documentation of the XML format.

<?xml version="1.0" encoding="utf-8"?>
<ArrayOfSalesOrder xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <SalesOrder Operation="Create">
    <ExternalId>123</ExternalId>
    <CustomerReference>ARMSTRONG</CustomerReference>
    <ShipToAddress>
      <Name>Harding Consulting</Name>
      <Address>
        <Address1>2300 Club Drive</Address1>
        <Address2>Suite A</Address2>
        <City>Norcross</City>
        <State>GA</State>
        <Zip>30093</Zip>
        <Country />
      </Address>
    </ShipToAddress>
    <Date>2015-03-02T00:00:00</Date>
    <ShipByDate>2015-03-02T00:00:00</ShipByDate>
    <ReferenceNumber>10322</ReferenceNumber>
    <IsDropShip>false</IsDropShip>
    <CustomerPurchaseOrderNumber />
    <ShipVia>None</ShipVia>
    <AccountReference>11000-00</AccountReference>
    <SalesTaxCodeReference>GAGWINN</SalesTaxCodeReference>
    <FreightAmount>0</FreightAmount>
    <FreightAccountReference>57500-00</FreightAccountReference>
    <CustomerNote />
    <PrintCustomerNoteAfterLineItems>false</PrintCustomerNoteAfterLineItems>
    <StatementNote>Thank you for choosing Bellwether Garden Supply!</StatementNote>
    <InternalNote />
    <SalesOrderLines>
      <SalesOrderLine>
        <Quantity>2.00</Quantity>
        <InventoryItemReference>BOOK-11010</InventoryItemReference>
        <Description>Bell-Grow Series: Gardening Handbook (Madison)</Description>
        <AccountReference>40000-BK</AccountReference>
        <UnitPrice>29.95</UnitPrice>
        <SalesTaxType>1</SalesTaxType>
  <JobReference>SHARP</JobReference>  
      </SalesOrderLine>
    </SalesOrderLines>
  </SalesOrder>
</ArrayOfSalesOrder>