Zynk Workflow Documentation

This task will import new Purchase Orders into Sage 200 from an XML file formatted in Zynk XML format.

Settings

Sage 200 Connection

Required
The Sage 200 connection to use. See the Connecting to Sage 200 article if you require more information on how to create/manage connections

Match Accounts On

Optional
The settings to use to match supplier accounts when an account reference is not provided in the input file.

Input File

Required
The source file for importing in Zynk XML format.

Fail File

Required
The name of the file to store failed purchase orders in Zynk XML format.

Success File

Required
The name of the file to store the successfully imported purchase orders in Zynk XML format.

Auto Invoice Orders

Required
Will automatically invoice the imported orders. You must also set the Auto Receive Orders setting to true for this to work.

Auto Receive Orders

Required
Will automatically receive the imported orders.

Credit Check Limit

Required
If accepting the order will place the account over their credit limit the order will be placed on hold.

Manual Order Number

Required
Specifies if the purchase order number specified in the XML should be used or if Sage 200 should allocate the order numbers.

Prevent Duplicates

Required
If set to true will prevent a prevent Sales Orders with the same Id as a previously imported Sales Order from importing into Sage 200 .

Prices Include Tax

Required
If set to true if the price in the XML are tax inclusive.

Vat Settings

Optional
Configure custom VAT settings to use when importing the orders.

Auto Create Products

Required
Set to ‘True’ to automatically create a product in Sage if an item specified on the purchase order does not already exist.

Default Category

Optional
The default category for newly created products.

Default Warehouse

Optional
Allows you to specify the default warehouse to use when the location is not specified in the input file.

Product Lookup

Required
Allows you to specify the field to use when searching for products. Acceptable fields are Sku or Barcode.

Zynk Settings

See Common Task Settings

Examples

A sample input file for creating a purchase order is shown below. See our Sage 200 Purchase Order XML for more details on the Zynk XML Purchase Order format for Sage 200.

<?xml version="1.0" encoding="utf-8"?>
<Company xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema">
  <PurchaseOrders>
    <PurchaseOrder>
      <Id>123</Id>
      <AccountReference>INTE001</AccountReference>
      <PurchaseOrderDate>2011-01-01T11:11:11</PurchaseOrderDate>
      <PurchaseOrderAddress>
        <Title>Mr</Title>
        <Forename>Test</Forename>
        <Surname>Person</Surname>
        <Company>Zynk Software</Company>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Town>Newcastle Upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country>GB</Country>
      </PurchaseOrderAddress>
      <PurchaseOrderDeliveryAddress>
        <Title>Mr</Title>
        <Forename>Test</Forename>
        <Surname>Person</Surname>
        <Company>Zynk Software</Company>
        <Address1>Nelson House</Address1>
        <Address2>Fleming Business Centre</Address2>
        <Address3>Jesmond</Address3>
        <Town>Newcastle Upon Tyne</Town>
        <Postcode>NE2 3AE</Postcode>
        <County>Tyne &amp; Wear</County>
        <Country>GB</Country>
      </PurchaseOrderDeliveryAddress>
      <PurchaseOrderItems>
        <Item>
          <Sku>TEST01</Sku>
          <QtyOrdered>1</QtyOrdered>
          <UnitPrice>200</UnitPrice>
        </Item>
      </PurchaseOrderItems>
    </PurchaseOrder>
  </PurchaseOrders>
</Company>

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