Sales Order Processing

SOP Delivery Address

Update

Insert /Update

Limitations

None

Writeback Fields

None

Implementation Notes

This function allows you to create or update SOP Delivery Addresses.

Updating Existing Addresses

To update an address the Description field must be populated with the description of the delivery address you wish to update.

SOP Invoice Print Post

Update

Insert Only

Limitations

None

Writeback Fields

SOPPrintPostInvoice.InvoiceNumber

The Sage generated invoice/credit number

Implementation Notes

This function allows you to print/post a despatch order/return. The print part of the process allows you to either export the invoice to an electronic form and/or print to a printer.

DocumentType

Specifies the type of document to print:

• 0
  • SOP Order
• 1
  • Invoice (only available when re-printing)
• 2
  • SOP Return
• 3
  • Credit Note (only available when re-printing)

DocumentNo

The document number corresponding to the DocumentType field.

InvoiceLayout

When set specifies the Layout to use when printing the invoice. The filename is relative to Sage shared folder i.e. ‘Layouts\SOP Invoice (Single).layout’

If this is not set will use the layout as specified on the Customer record.

PrintInvoice

When set to true will print to the printer specified in PrinterName field.

Printer Name

The name of the local printer.

Invoice Export File

The full path to export the invoice to. The type of the file created is determined by the extension of the path.

Post Invoice

True or false to post the invoice to the sales ledger.

Print Post Report

When true will print the posting report to the printer specified in the Printer Name field.

SOP Order Acknowledgement

Update

Insert Only

Limitations

None

Writeback Fields

None

Implementation Notes

This function allows you to print the Order/Return Acknowledgement.

Order Return No

The Order Return No to print the Acknowledgement for.

Print Order Acknowledgement

When set to true will print to the printer specified in PrinterName field.

Printer Name

The name of the local printer.

Export Order Acknowledgement

The full path to export the order acknoweldgement to. The type of the file created is determined by the extension of the path.

Sales Orders

Update

Insert, Update, Delete, & Synchronise

Limitations

None

Writeback Fields

SOPSalesOrder.DocumentNo	The auto generated document number
SOPSalesOrderLine.SOPOrderReturnLine	The auto generated line id/database primary key

Implementation Notes

SOPSALESORDER.ArePricesTaxInclusive

When set to True will force all prices on the order to be Tax Inclusive, overriding the System setting for pricing. This setting is particularly useful for eCommerce integrations where the products are sold tax inclusive, but the Sage setup is tax exclusive for trade orders. This setting only applies to Standard and Free Text lines – Additional Charge lines continue to use the system setting.

SOPSalesOrder.DocumentType

Corresponds to the type of document to create:

• 0
  • Sales Order (default)
• 1
  • Sales Return
• 2
  • Proforma Invoice
• 3
  • Quotation

SOPSalesOrder.DocumentNo

Will update or delete the Sales Order specified by the value of this field dependent on the Update Operation.

SOPSalesOrder.DeleteRecord

When set to true and in combination with the Document No field and Update Operation will cancel the order.

SOPSalesOrder.DetermineBest

Discount

When set to true will determine the best discount available for a customer.

SOPSalesOrder.GeneratePurchase Order

When set to true will generate a purchase order for the Sales Order as per the Generate PO button at the bottom of the Sale Order entry screen.

SOPSalesOrder. OverrideCredit Limit

When set to true will override the customer’s credit limit.

SOPOrderLine. LineType

Corresponds to the type of line to create:

• 0
  • Standard (default)
• 1
  • Free Text
• 2
  • Additional Charge
• 3
  • Comment

SOPOrderLine. SOPOrderReturnLine

If this field is mapped by with no value IMan will tupdate this field with Sage200 id for the SOP Line.

When set with a value will update or delete the line specified by the value of this field dependent on the Update Operation.

SOPOrderLine. DeleteRecord

When set to true and in combination with the SOPOrderReturnLine field and Update Operation will delete the line.

SOPOrderLine.IndentificationNo

For traceable items this allows you to select a single value (typically a batch number) to allocate the order line. If the quantity to allocate exceeds the quantity available for the batch, then an error is raised. This field may be used with the BinName and SellByDate fields.

SOPOrderLine.BinName

For traceable items this allows you to select a single bin to allocate the order line. See IdentificationNo for handling where there is insufficient quantity to allocate.

SOPOrderLine.SellByDate

For traceable items this allows you to select a single SellByDate to allocate the order line. See IdentificationNo for handling where there is insufficient quantity to allocate.

Sales Order Despatch

Update

Insert Only

Limitations

None

Writeback Fields

SOPDespatch.DespatchReceiptNumber

The generated Despatch Receipt Number.

Implementation Notes

SOPDespatch.DocumentNo

Determines the Document to despatch or return.

SOPDespatch.Customer

When set and the DocumentNo field is not set will allow you to despatch or return multiple documents for a specific customer.

SOPDespatch.DoDespatches

Set to True to despatch or False to issue a return.

Despatch Line Logic

If Line Items is not mapped then all lines as determined by the selected criteria will be despatched.

If the Line Items are mapped, only those matched lines (per the specified line match method) will be despatched.

LineItem.LineMatchMethod

Determines the strategy for determining the line to be despatched/returned:

• 0
  • By SOPOrderLineId
  • This is the line id generated by Sage at time of import. (default)
• 1
  • By Item Code
  • Only supported for Standard type lines matching and will match the first found line corresponding to the item code and thus not suitable for despatching where an item can appear more than once on an order.

LineItem.SOPOrderReturnLine

The Sage generated id used to determine the line to despatch/return. Used only when LineMatchMethod is 0.

LineItem.ItemNumber

The Item code corresponding to line to despatch/return. Used only when LineMatchMethod is 1.

SOP Print Despatch Note

Update

Insert Only

Limitations

None

Writeback Fields

None

Implementation Notes

This function allows you to print a despatch note for an order/return.

OrderReturnNo

The Order Return No to print a despatch note for.

Despatch Note No

The despatch number when reprinting a despatch note.

Despatch Note Layout

When set specifies the Layout to use when printing the despatch note. The filename is relative to Sage shared folder i.e. ‘Layouts\ SOP Despatch Note (Single).layout’

If this is not set will use the default layout: ‘SOP Despatch Note (Single).layout’

Print Despatch Note

When set to true will print to the printer specified in PrinterName field.

Printer Name

The name of the local printer.

Export Despatch Note

The full path to export the despatch note to. The type of the file created is determined by the extension of the path.

Include Completed

When set to true will allow you to print despatch notes for completed orders.

SOP Print Picking List

Update

Insert Only

Limitations

None

Writeback Fields

None

Implementation Notes

This function allows you to print the picking list for an order/return.

Order Return No

The Order Return No to print the picking list for.

Print Only Unprinted

When set to true (default) will print only those picking lists which have not been printed.

Print Picking List

When set to true will print to the printer specified in PrinterName field.

Printer Name

The name of the local printer.

Export Pick List

The full path to export the despatch note to. The type of the file created is determined by the extension of the path.