Supplier Account

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PostTrans XML API for Sage 50 - Supplier Account

The PostTrans XML API for Sage 50 provides to ability to update, or create Customer details in Sage 50 , from a simple to understand XML file, which can be combined to update account details before importing and Sales Order, Invoice, Credit etc. See Transaction examples.

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 Customer details and override settings which can also be set in XML_API_mappings.xml (“View >> Mapping Settings” menu) more info

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

Example - 50 Simple Supplier Account update.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>
   
     <Supplier>  
         <SuCode>TEST03</SuCode>
         <SuName>Comtek Accounts</SuName>
         <SuAdd1>Venture House</SuAdd1>
         <SuAdd2>Venture Court</SuAdd2>
         <SuAdd3>Bolness Rd.</SuAdd3>
         <SuAdd4>Wisbech</SuAdd4>
         <SuPostcode>PE13 2QL</SuPostcode>
         
         <SuContactName>Mr Sam Smith</SuContactName>     <!-- Contact can only be updated on creation -->
         <SuPhone>+44 945 463523</SuPhone>
         <Sue-mail1>ss@ss.com</Sue-mail1>
         
         <SuCreditLimit>1000</SuCreditLimit>
         <SuCurrency>1</SuCurrency>   <!-- 1,GBP,2,USD -->

         <SuTaxCode>1</SuTaxCode>  <!-- Sage 50 0=0%,1=Standard Rate, etc.-->
         <SuVATRegNo>612 5749 32</SuVATRegNo>   

         <SuDateOpened>2020-02-20</SuDateOpened>
         <SuTermsAgreed>True</SuTermsAgreed>
         
         <SuSettDays>30</SuSettDays>     <!-- 30 Days payment term -->
         <SuAnal1>Midlands</SuAnal1>
         <SuAnal2>CVR Coverings</SuAnal2>
         <SuAnal3>B</SuAnal3> 
     </Supplier>
</sage50Data>

Results in new or updated Sage 50 Supplier:

XML API Tags for Sage 50 Entity 'Supplier'

Tag Name	Data Type	Description
Important Fields:
SuCode	Text 8	Account Reference
SuName	Text 60	Account Name
SuInactive	Yes/No-	Inactive Flag - yes/No Sage V21 2015 onwards
Registered Address:
SuAdd1	Text 60	Account Address Line 1
SuAdd2	Text 60	Account Address Line 2
SuAdd3	Text 60	Account Address Line 3
SuAdd4	Text 60	Account Address Line 4
SuPostcode^	Text 60	Account Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. In Cell Searching values in table SimplyPostcode
SuCountryCode^	Text 2	Country Code In Cell Searching values in table CountryCode
SuVATRegNo	Text 20	VAT Registration Number
Contact Information:
SuContactName	Text 30	Contact Name
SuTradeContact	Text 30	Name of Trade Contact
SuPhone	Text 30	Telephone Number
SuPhone2	Text 30	Second Telephone Number
SuFax	Text 30	Fax Number
SuWWW	Text 255	WWW Address
e-mail Settings:
Sue-mail1	Text 255	EMail Address
Sue-mail2	Text 255	EMail Address 2 Sage V19 2013 onwards
Sue-mail3	Text 255	EMail Address 3 Sage V19 2013 onwards
SuSendInvEmail	Yes/No-	Send Invoices To This Account via Email
SuSendLettersEmail	Yes/No-	Send Letters To This Account via Email
Defaults - Custom Fields:
SuAnal1	Text 30	Analysis 1
SuAnal2	Text 30	Analysis 2
SuAnal3	Text 30	Analysis 3
Defaults - Pricing and Discounting:
SuDiscRate	Double	Discount Rate %
SuDiscType^	Integer	Discount Type In Cell Searching values:Discount Type 0, None 1, Invoice Value 2, Band A 3, Band B 4, Band C 5, Band D 6, Band E
SuPriceList^	Text 8	Price List Reference In Cell Searching values in table PriceList
Defaults - Misc Defaults:
SuNomCode^	Text 8	Default Nominal Code In Cell Searching values in table NomCode
SuOverideProductNom	Yes/No-	Override Product Nominal Code in Invoicing
SuTaxCode^	Integer	Default Tax Code In Cell Searching values in table TaxCode
SuOverideProductTax	Yes/No-	Override the products own Tax Code.
SuCurrency^	Integer	Currency In Cell Searching values in table CurrencyCode
SuDepartment^	Text 2	Department Number In Cell Searching values in table DeptCode
Credit Control - Terms:
SuCreditLimit	Currency	Credit Limit
SuSettDays	Integer	Settlement Due Days
SuSettDiscount	Double	Settlement Discount Rate
SuPaymentDueDays	Integer	Payment Due Days
SuTermsTxt	Text 30	Terms
SuCreditRef	Text 60	Credit Bureau Reference
SuBureau^	Integer	Credit Bureau Used In Cell Searching values in table BureauCode
SuPrioritySupp	Yes/No-	Priority Supplier Sage V18 2012 onwards
SuCreditPosition^	Integer	Credit Position In Cell Searching values in table CreditPosition
SuStatus^	Integer	Account Status In Cell Searching values in table StatusCode
SuDonFund^	Text 9	Donation Fund Number In Cell Searching values in table CharityCode
Credit Control - Restrictions:
SuApplyCharges	Yes/No-	Can Charge Credit
SuTermsAgreed	Yes/No-	Terms Agreed Flag
SuHoldMail	Yes/No-	Restrict Mail
SuOnHold	Yes/No-	Account On Hold
Credit Control - Credit Review:
cuDateOpened	Date	Date Account Opened
SuLastCreditReview	Date	Date Last Credit Review
SuNextCreditReview	Date	Date Next Credit Review
SuApplicationDate	Yes/No-	Date Credit Applied For
SuCreditAppRecived	Date	Date Credit Application Recieved
SuMemo	Memo	Customer Notes
Bank:
SuBankName	Text 60	Bank Name
SuBankAdd1	Text 60	Bank Address Line 1
SuBankAdd2	Text 60	Bank Address Line 2
SuBankAdd3	Text 60	Bank Address Line 3
SuBankAdd4	Text 60	Bank Address Line 4
SuBankPostcode^	Text 60	Bank Postcode. If Postcode Search is enabled in ‘Setup >> Lookup >> Address Lookup’ then enter Space,Space + Postcode to search for an address. In Cell Searching values in table SimplyPostcode
SuBankAccName	Text 60	Bank Account Name
SuBankSort	Text 10	Bank Sort Code
SuBankNumber	Text 60	Bank Account Number
Payment Details.:
SuBacRef	Text 60	Reference for BACS Transfer
SuBankIBAN	Text 60	Bank IBAN Number
SuBankSwift	Text 60	Bank BIC/Swift
SuBankRollNo	Text 60	Bank Roll Number
SuBankAddRef1	Text 60	Bank Additional Ref 1
SuBankAddRef2	Text 60	Bank Additional Ref 2
SuBankAddRef3	Text 60	Bank Additional Ref 3
SuPaymentMethod^	Text 2	Payment Type. If BACS then sets CuOnlineReceipts=YES, otherwise need to set manually Sage V21 2015 onwards In Cell Searching values:Payment Method 0, None 1, BACS/SEPA 2, Cash 3, Cheque 4, Credit Card 5, DD/SO 6, Other 7, User1 8, User2 9, User3 10, User4 11, User5
SuOnlineReceipts	Yes/No-	BACS Online Receipts Flag. If CuPaymentMethod=BACS set otherwise needs setting manually
Payment Details:
SuManager	Text 60	Name of Account Manager
Delivery Address:
SuDelName	Text 60	Delivery Name
SuDelAdd1	Text 60	Delivery Address Line 1
SuDelAdd2	Text 60	Delivery Address Line 2
SuDelAdd3	Text 60	Delivery Address Line 3
SuDelAdd4	Text 60	Delivery Address Line 4
SuDelPostcode^	Text 60	Delivery Postcode In Cell Searching values in table SimplyPostcode
SuDelContactName	Text 30	Delivery Contact Name
SuDelFax	Text 30	Delivery Fax Number
SuDelPhone	Text 30	Delivery Telephone Number
Building Society:
SuBankBuildSocRef	Text 60	Reference for Building Society Transfer
SuBankUseBuildingSoc	Yes/No-	Account uses Building Society
Credit Card:
SuCreditAppRecieved	Yes/No-	True if Credit Application Received
SuCCNumber	Text 30	Credit Card Number
Donor:
SuDonorDecFrom	Date	Donor Declaration Valid From
SuDonorForname	Text 35	Donor Forename Sage V20 2014 onwards
SuDonorSurname	Text 35	Donor Surname Sage V20 2014 onwards
SuDonorTitle	Text 4	Donor Title Sage V20 2014 onwards
SuGiftAid	Yes/No-	Gift Aid is enabled
Membership:
SuMemberReminderDays	Integer	Member Reminder Date (days)
SuMemberReminderDate	Date	Member Renewal Date
SuMemberSince	Date	Member Since
Other:
SuSalesRep	Text 60	Name of Sales Representative
SuEcCode	Text 3	EC Member Code

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.