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Project Record

XML API for Sage 50 Project Record

The PostTrans XML API for Sage 50 provides to ability to update, or create Project Record details in Sage 50, from a simple to understand XML file, which can be combined to update Project details before importing and Sales Order, Invoice, Credit, Product Adjustment etc.

The following XML file if submitted to import directory or IMAP e-mail account. At the top of the XML file, we can optionally set the Sage 50 Company for the Sage 50 API to import or update Project details and override settings which can also be set in XML_API_mappings.xml (“View >> Mapping Settings” menu)

List of Tags/Entities for mapping are at bottom of page.

Click here for an overview of the XML API for Sage 50

Example - 90 Project.xml

<?xml version="1.0" ?>
<sage50Data>

   <settings>  <!-- Optional overide settings/mappings -->
      <companyCode>DEMO01</companyCode>
      <mappings>
         mappingReset // Clear all settings 50_XML_API_mappings.xml
         
         CuCreditLimit,onlyOnCreate  //Do not set if account already exisits
         CuTaxCode,onlyOnCreate
         CuCurrency,onlyOnCreate
         cuDateOpened,onlyOnCreate
      </mappings>
   </settings>
   
   <!-- see https://www.posttrans.co.uk/XML-API/XML-API-for-Sage-50/Project-Record -->
     <Project>  
         <PjCode>TEST-PROJ-03</PjCode>
         <PjName>Comtek Accounts</PjName>
         <PjDesc>Long description</PjDesc>
         <PjStartDate>2017-02-20</PjStartDate>
         <PjEndDate>2050-02-20</PjEndDate>
         <PjCustCode>ABS001</PjCustCode>
         <PjOrderNo>SO30681236</PjOrderNo>
         
         <PjAnalysis1>User 1</PjAnalysis1>   
         <PjAnalysis2>User 2</PjAnalysis2>  
         <PjAnalysis3>User 3</PjAnalysis3> 
     </Project>
</sage50Data>

XML API Tags for Sage 50 'Project Record'

Tag Name

Data Type

Description

PjCode

Text 12

Project code

PjName

Text 255

Project Name

PjDesc

Text 255

Project Description

PjStartDate

Date

Date the project starts

PjEndDate

Date

Date the project ends

PjStatus^

Text 15

ProjectStatus Object
    In Cell Searching values in table ProjStatus

Customer Details:

PjCustCode^

Text 8

Customer object
    In Cell Searching values in table CustCode

PjOrderNo

Text 30

Project Order Number

Site Details:

PjContact

Text 30

Site Contact Name

PjAdd1

Text 60

Site Address Line 1

PjAdd2

Text 60

Site Address Line 2

PjAdd3

Text 60

Site Address Line 3

PjAdd4

Text 60

Site Address Line 4

PjAdd5

Text 60

Site Address Line 5

PjPhone

Text 30

Telephone Number (misspelling of Property name is correct)

PjFax

Text 30

Fax Number

PjEmail

Text 255

Project email address

PjCounty^

Text 2

Country Object
    In Cell Searching values in table CountryCode

Analysis Types:

PjAnalysis1

Text 30

Project Analysis 1

PjAnalysis2

Text 30

Project Analysis 2

PjAnalysis3

Text 30

Project Analysis 3


Req = Field is required    EOF = End of file, Stop when no more values    

With data type Yes/No fields, if cell starts with 'y' or 'Y' is taken as TRUE

Where ^ denotes a In Cell Code Search, delete ^ at end of tag, to turn off code search

All Text fields are trimmed (spaces before) by default. Add ' to the end of the tag name to stop this.