Zynk Workflow Documentation

This task will import purchase order information to Sage 50 that is supplied in Zynk XML format.

Settings

Sage 50 Connection

Required
The connection to Sage 50 UK to use. See the Connecting to Sage 50 UK article if you require more information on how to create/manage connections.

Auto Generate References

Required

Fail File

Required
The name of a file for “failed” imports to be sent to

Input File

Required
The source file that you want to import in Zynk XML format

Success File

Required
The name of a file for “successful” imports to be sent to.

Auto On Order

Required

Prevent Duplicates

Required
Set this to ‘True’ to check whether the record Id supplied in the input XML file has already been imported, and if so skip the record.

Use Manual Purchase Order No.

Required
Set this value to True if you are providing your own purchase order number in the input XML, or set to False to have Sage assign the next available purchase order number.

Auto Create Products

Required
Set this value to True if you require products which are not in the product file to be created on the fly Setting to False will cause the order to fail import.

Convert To Account Currency

Required
Set to True to convert the currency provided on the purchase order to the Sage supplier account currency. If this setting is set to False and the purchase order currency does not match the account currency, the purchase order will fail to import.

Default Product Code

Optional
If a product code is missing from the Input file - specify a default product code here e.g. MISC.

Prices Include Tax

Required
If this option is set to ‘True’ Zynk will read the Unit Price in the XML as VAT inclusive.

Read Ledger Data

Required
Set to True to use the name and address from the supplier account in Sage rather than those in the input file.

VAT Settings

Required
Custom VAT settings to use during the import, see here for more details.

Zynk Settings

See Common Task Settings

Examples

Sample input file, for full documentation and samples see Sage 50 UK Purchase Order XML:

<?xml version="1.0" encoding="utf-8"?>
<Company>
  <PurchaseOrders>
    <PurchaseOrder>
      <Id>15</Id>
      <SupplierId>123</SupplierId>
      <PurchaseOrderNumber>15</PurchaseOrderNumber>
      <SupplierOrderNumber>15</SupplierOrderNumber>
      <Notes1>Purcahse Order</Notes1>
      <ForeignRate>1</ForeignRate>
      <Currency>GBP</Currency>
      <AccountReference>INTE001</AccountReference>
      <CurrencyUsed>false</CurrencyUsed>
      <PurchaseOrderDate>2011-01-01T11:11:11</PurchaseOrderDate>
      <DespatchDate>0001-01-01T00:00:00</DespatchDate>
      <PurchaseOrderAddress>
        <Title />
        <Forename>Support</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>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Mobile />
        <Email>support@zynk.com</Email>
      </PurchaseOrderAddress>
      <PurchaseOrderDeliveryAddress>
        <Title />
        <Forename>Support</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 & Wear</County>
        <Country>GB</Country>
        <Telephone>0845 123 2920</Telephone>
        <Fax>0845 123 2921</Fax>
        <Mobile />
        <Email>support@zynk.com</Email>
      </PurchaseOrderDeliveryAddress>
      <PurchaseOrderItems>
        <Item>
          <Sku>HV20</Sku>
          <Name>Canon HV20 High Definition Camcorder</Name>
          <QtyOrdered>1</QtyOrdered>
          <UnitPrice>100</UnitPrice>
          <UnitDiscountAmount>10</UnitDiscountAmount>
          <TaxRate>20</TaxRate>
          <TaxCode>1</TaxCode>
          <NominalCode>4000</NominalCode>
          <Department>1200</Department>
          <Type>Stock</Type>
        </Item>
        <Item>
          <Sku>MCM240</Sku>
          <Name>Philips MCM240/25 MP3 Micro Hi-Fi System</Name>
          <QtyOrdered>1</QtyOrdered>
          <UnitPrice>1000</UnitPrice>
          <TaxRate>20</TaxRate>
          <TaxCode>1</TaxCode>
          <NominalCode>4000</NominalCode>
          <Department>1200</Department>
          <Type>Stock</Type>
        </Item>
      </PurchaseOrderItems>
      <Carriage>
        <Sku />
        <Name>Flat Rate (Best Way)</Name>
        <QtyOrdered>1</QtyOrdered>
        <UnitPrice>5</UnitPrice>
        <TaxRate>20</TaxRate>
        <TaxCode>1</TaxCode>
        <NominalCode>4000</NominalCode>
        <Department>1200</Department>
        <Type>NonStock</Type>
      </Carriage>
      <PurchaseOrderType>ProductInvoice</PurchaseOrderType>
      <TakenBy>Zynk Web Order</TakenBy>
    </PurchaseOrder>
  </PurchaseOrders>
</Company>

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