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)

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.