Stock Adjustments

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PostTrans XML API for Sage 200 - Stock Adjustments

The XML API for Sage 200 can easily create stock transfers in Sage 200, or write off stock, etc. An XML file is submitted to import folder, and PostTrans XML API will process it creating a Stock movement in your Sage 200 company.

After creating a Stock movement, the XML file is moved to a processed folder. If the process fails validation, then the error/errors are appended to the top of the file, and the file is moved to a Fail folder. A user can then easily edit the Stock Movement XML file and resubmit to PostTrans XML API for Sage 200.

Click here for an overview of the XML API for Sage 200

Example – 300 Stock Adjust.xml

<?xml version="1.0" ?>
<sage200Data>
   <settings>  <!-- Optional overide settings/mappings -->
      <companyCode>DEMO03</companyCode>
      <mappings>
         SW_ADJignoreInsufficientFreeStockException=1
         SW_ADJignoreStockLevelBelowZeroException=1
         SW_ADJcreateBinsIfNeedBe=1
      </mappings>
   </settings>
   
  <AdjHeader>     
     <!-- ===== Header ==== -->  
      <THAdjType>AO</THAdjType>   <!-- Text 2 - Type of Adjustment, basically sets the IN/OUT for TLQty -->
             <!-- Values:AI,Adjustment In ,AO,Adjustment Out,FO,FOC OUT,PI,Project Issue,GR,Goods Return OUT,WO,Write Off-->

     <THTranRef>My Test</THTranRef>   <!-- Text 20 - Transaction Reference, overides vallue set on Header -->
      <THTranRef2>My Test 2</THTranRef2>   <!-- Text 20 - Transaction Reference2, overides vallue set on Header -->
      <THTransDate>2020-02-20</THTransDate>   <!-- Date - Transaction Date, overides the date set on Header -->
     
      <!-- One or more lines   -->       
      <AdjLine>
          <!-- ===== Adjustment Lines ==== -->
          <TLStock>CA/WALL/H70/OAK</TLStock>   <!-- Text 30 - Stock Code -->
          <TLQty>2</TLQty>   <!-- Double - Quantity  -->
          
          <!-- OUT as set by 'AO' in <THAdjType> -->       
          <TLLoc>FACTORY</TLLoc>   <!-- Text 20 - Location -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->
          
          <!-- IN as Contra to above, if obmitted then stock will be Written Off -->
          <TLLoc>WAREHOUSE</TLLoc>   <!-- Text 20 - Location -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->          
      </AdjLine>

     </AdjHeader>
</sage200Data>

Example – 310 Stock Adjust OUT and Write Off.xml

<?xml version="1.0" ?>
<sage200Data>
     <settings>  <!-- Optional overide API settings/mappings -->
      <companyCode>DEMO03</companyCode>
      <mappings>
         SW_ADJignoreInsufficientFreeStockException=1
         SW_ADJignoreStockLevelBelowZeroException=1
         SW_ADJcreateBinsIfNeedBe=1    //Create Bins within a location if they dont exist
      </mappings>
   </settings>
   
  <AdjHeader>     
     <!-- ===== Header ==== -->
      
      <THAdjType>AO</THAdjType>   <!-- Text 2 - Type of Adjustment, basically sets the IN/OUT for TLQty -->
             <!-- Values:AI,Adjustment In ,AO,Adjustment Out,FO,FOC OUT,PI,Project Issue,GR,Goods Return OUT,WO,Write Off-->

     <THTranRef>My Test</THTranRef>   <!-- Text 20 - Transaction Reference, overides vallue set on Header -->
      <THTranRef2>My Test 2</THTranRef2>   <!-- Text 20 - Transaction Reference2, overides vallue set on Header -->
      <THTransDate>2020-02-20</THTransDate>   <!-- Date - Transaction Date, overides the date set on Header -->
     <THWoCategory>Stock Write Offs</THWoCategory>   <!-- Text 20 - Write Off Category -->
     
      <!-- One or more lines   -->          

      <AdjLine>
          <!-- ===== Adjustment Lines ==== -->
          <TLStock>IR/HINGE</TLStock>   <!-- Text 30 - Sage 200 Stock Code -->
          <TLQty>1</TLQty>   <!-- Double - Quantity  -->
          
          <!-- OUT as set by 'AO' in <THAdjType> -->       
          <TLLoc>FACTORY</TLLoc>   <!-- Text 20 - Location SHOWROOM,WAREHOUSE,FACTORY -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->
          
          <!-- IN as Contra to above, if obmitted then stock will be Written Off -->
          <TLContraLoc>SHOWROOM</TLContraLoc>   <!-- Text 20 - Location -->
          <TLContraBin>23</TLContraBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->          
      </AdjLine>
      <AdjLine>
          <!-- ===== Write Off Stock ==== -->
          <TLStock>IR/HINGE</TLStock>   <!-- Text 30 - Sage 200 Stock Code -->
          <TLQty>1</TLQty>   <!-- Double - Quantity  -->
          
          <!-- OUT as set by 'AO' in <THAdjType> -->       
          <TLLoc>FACTORY</TLLoc>   <!-- Text 20 - Location SHOWROOM,WAREHOUSE,FACTORY -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->
      
         <!-- We have no IN location so stock is written off -->   
      </AdjLine>
     </AdjHeader>
</sage200Data>

Example – 330 Stock Adjust Goods Return OUT.xml

<?xml version="1.0" ?>
<sage200Data>
     <settings>  <!-- Optional overide settings/mappings -->
      <companyCode>DEMO03</companyCode>
      <mappings>
         SW_ADJignoreInsufficientFreeStockException=1
         SW_ADJignoreStockLevelBelowZeroException=1
         SW_ADJcreateBinsIfNeedBe=1    //Create Bins within a location if they dont exist
      </mappings>
   </settings>
   
  <AdjHeader>     
     <!-- ===== Header ==== -->
      
      <THAdjType>GR</THAdjType>   <!-- GR,Goods Return OUT -->
             <!-- Values:AI,Adjustment In ,AO,Adjustment Out,FO,FOC OUT,PI,Project Issue,GR,Goods Return OUT,WO,Write Off-->

     <THTranRef>My Test</THTranRef>   <!-- Text 20 - Transaction Reference, overides vallue set on Header -->
      <THTranRef2>My Test 2</THTranRef2>   <!-- Text 20 - Transaction Reference2, overides vallue set on Header -->
      <THTransDate>2020-02-20</THTransDate>   <!-- Date - Transaction Date, overides the date set on Header -->
     <THAccRef>ABC001</THAccRef>   <!-- Text 8 - Customer/Supplier Ref. Must be set to Customer or Supplier for Stock adjustment type FO or GR -->
     
      <AdjLine>
          <!-- ===== Adjustment Lines ==== -->
          <TLStock>IR/HINGE</TLStock>   <!-- Text 30 - Stock Code -->
          <TLQty>1</TLQty>   <!-- Double - Quantity  -->
          
          <!-- OUT as set by 'AO' in <THAdjType> -->       
          <TLLoc>FACTORY</TLLoc>   <!-- Text 20 - Location SHOWROOM,WAREHOUSE,FACTORY -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->       
      </AdjLine>
      <AdjLine>
          <!-- ===== Adjustment Lines ==== -->
          <TLStock>IR/SCREW/4x20</TLStock>   <!-- Text 30 - Stock Code -->
          <TLQty>2</TLQty>   <!-- Double - Quantity  -->
          
          <!-- OUT as set by 'AO' in <THAdjType> -->       
          <TLLoc>FACTORY</TLLoc>   <!-- Text 20 - Location SHOWROOM,WAREHOUSE,FACTORY -->
          <TLBin></TLBin>   <!-- Text 20 - Bin Location.  Set to 'Unspecified' if no value. -->       
      </AdjLine>
     </AdjHeader>
</sage200Data>

XML API Tags for Sage 200 Entity 'StockAdjHeader'

Tag Name	Data Type	Description
Header Values:
THAdjType^	Text 2 HeadOnly	Type of Adjustment, basically sets the IN/OUT for TLQty In Cell Searching values:Stock Adjustment Type AI, Adjustment In AO, Adjustment Out FO, FOC OUT PI, Project Issue GR, Goods Return OUT WO, Write Off
THAccRef^	Text 8 Head	Customer/Supplier Ref. Must be set to Customer or Supplier for Stock adjustment type FO or GR In Cell Searching values in table THADJAccCode
THTranRef	Text 20 Head	Transaction Reference, overides vallue set on Header
THTranRef2	Text 20 Head	Transaction Reference2, overides vallue set on Header
THTransDate	Date Head	Transaction Date, overides the date set on Header
THProjectCode^	Text 30 Head	Project if Project stock issue. Can be Projectcode/Phase In Cell Searching values in table PROJECTADJCODE
TLProject^	Text 12	Project In Cell Searching values in table ProjectCode
TLPhaseFilter^	Text 30	Phase Filter. If project has duplicate Project items in different phases, this can direct to correct Phase Sage V21 onwards In Cell Searching values in table PROJECTADJPHASECODE
TLCostCode^	Text 8	Cost Code In Cell Searching values in table ProjectCostCode
Adjustment Lines:
TLStock^	Text 30	Product Description. PostTrans stops importing after finding 5 consecutive blank cells. In Cell Searching values in table ProdADJCodeNoDesc
TLDetails	Text 60	Details
TLQty^	Double	Quantity IN/OUT Changes in this cell will recalc other cells. Delete ^ to disable this calculation.
Location:
TLLoc^	Text 20	Location. DoubleClick to see Stock Levels In Cell Searching values in table AdjTLLoc
TLContraLoc^	Text 20	Contra Location, Use this to move stock between locations. Set type to "1,Adjustment In" makes TLQty,TLLoc,TLBin the IN Qty/location, and thus a Ref in TLMoveLoc,TLMoveBin specify the Location and Bin to move stock from. In Cell Searching values in table AdjTLContraLoc
TLContraBin^	Text 20	Contrat Bin Location. Set to 'Unspecified' if column not in template. In Cell Searching values in table AdjTLContraBIN
TLCostPrice	Currency	Cost Price
TLStdPrice	Currency	Std Sales Price
TLSellByDate	Date	Sell lBy Date
TLUseByDate	Date	Use By Date
TLBatSerial^	Text 30	Batch Ref or for Serial then a comma seperated list or list with each on new line. DoubleClick to see Stock Levels In Cell Searching values in table AdjTLBatSerial
TLBatSerRef	Text 30	Batch/Serial Ref. Searching is provided on AO when location/BIN has been entered
THWoCategory^	Text 20 Head	Write Off Category In Cell Searching values in table WOCategory
Analysis Codes:
TLAnal1^	Text 60	Analyisis code 1 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_01
TLAnal2^	Text 60	Analyisis code 2 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_02
TLAnal3^	Text 60	Analyisis code 3 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_03
TLAnal4^	Text 60	Analyisis code 4 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_04
TLAnal5^	Text 60	Analyisis code 5 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_05
TLAnal6^	Text 60	Analyisis code 6 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_06
TLAnal7^	Text 60	Analyisis code 7 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_07
TLAnal8^	Text 60	Analyisis code 8 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_08
TLAnal9^	Text 60	Analyisis code 9 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_09
TLAnal10^	Text 60	Analyisis code 10 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_10
TLAnal11^	Text 60	Analyisis code 11 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_11
TLAnal12^	Text 60	Analyisis code 12 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_12
TLAnal13^	Text 60	Analyisis code 13 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_13
TLAnal14^	Text 60	Analyisis code 14 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_14
TLAnal15^	Text 60	Analyisis code 15 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_15
TLAnal16^	Text 60	Analyisis code 16 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_16
TLAnal17^	Text 60	Analyisis code 17 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_17
TLAnal18^	Text 60	Analyisis code 18 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_18
TLAnal19^	Text 60	Analyisis code 19 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_19
TLAnal20^	Text 60	Analyisis code 20 - `Setup` View >> Analaysis code menu option will list mapping numbers and values Sage V2015 onwards In Cell Searching values in table AnalCust_20

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

Head A header tag can be used in header section, before row 30, of the transaction template. Or in the rows data of data, below row 30, of the template like a traditional CSV importer.

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.