Sales Invoice Import

Sage200 Sales Invoice Import (SAMS200INVIMP)

This integration imports sale invoices from a CSV file into Sage200.

The flow of the integration:

1. Read
2. Hierarchy
3. Map
4. Connector

CSV Read Transform

Extracts data from the CSV file.

Hierarchy Transform

Transform the flat data set into a hierarchical one, so that it can be accepted into Sage200.

Map Transform

The Map transform prepares the dataset so it can be imported into Sage200.

• InstrumentType
  • Uses a simple formula based on the first two characters of the DocumentNo field to determine if an invoice or credit note is to be raised.
• URN
  • An empty field to capture the URN generated by Sage on import and then to report on the Audit Report.
• NominalSpec
  • Set to a static value ‘31100-SCO-ADM’

Sage200 Connector

The Sage200 connectors provides the mapping of the dataset into Sage200.

If the import is successful the URN field will be populated with the auto-generated Unique Reference Number.