Invoice Import

Sample Sage 300 A/R Invoice Import (SAMACCARINV)

This imports A/R Invoices from an Excel file into Sage300 as an A/R Invoice batch. The invoices created are a mixture of item and summary invoices, where the determination of the invoice type is based on the data in the file.

The integration follows a fairly standard flow of:

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

Read

Pulls data from the Excel file.

Hierarchy

Transforms flat dataset into a hierarchical one consisting of three levels:

1. Invoice batch (Invoices)
2. Invoice header (Header)
3. Invoice details (Detail)

Map

Adds some fields (Description, Batch Total, Batch Count & Batch Number) into the Invoice Batch (Invoices) to be able to specify and capture those details.

Example

Example

The InvoiceType field in the invoice header (Header) uses a formula to determine if an invoice is a summary or item invoice.

Connector

Maps the data into Sage300.