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Order Importer Field
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Sage Field
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Description
|
Data Type
|
Size
|
Required
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CustomerID
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ACCOUNT_REF
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Used as a unique identifier to identify individual customer accounts
|
text
|
8
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Yes
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CompanyName
|
NAME
|
The customers company name
|
text
|
60
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No
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ContactName
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CONTACT_NAME
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The customers contact name
|
text
|
30
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No
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Address1
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ADDRESS_1
|
Customer Address Details
|
text
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60
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No
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Address2
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ADDRESS_2
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Customer Address Details
|
text
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60
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No
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Town
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ADDRESS_3
|
Customer Address Details
|
text
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60
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No
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County
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ADDRESS_4
|
Customer Address Details
|
text
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60
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No
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PostCode
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ADDRESS_5
|
Customer Address Details
|
text
|
60
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No
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CountryCode
|
COUNTRY_CODE*
|
Country code for the customer's country of origin
|
text
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2
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No
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Telephone
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TELEPHONE
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Customers telephone number
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text
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30
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No
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Fax
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FAX
|
Customers fax number
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text
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30
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No
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EmailAddress
|
E_MAIL*
|
Customers email address
|
text
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255
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No
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VatNumber
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VAT_REG_NUMBER*
|
Customers V.A.T. registration number
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text
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30
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No
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SageAccount**
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ACCOUNT_REF
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Sage Customer Account Number
|
text
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8
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No
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Currency***
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CURRENCY
|
Customers Currency
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number
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N/A
|
No
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TermsAgreed
|
TERMS_AGREED_FLAG
|
Terms Agreed
|
true / false
|
N/A
|
No
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Discount
|
N/A
|
Percentage of discount to apply all the customers orders
|
number
|
N/A
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No
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* Only used when creating a new customer in Sage, these fields are not used on Invoices or Sales Orders
** The SageAccount if supplied will override the CustomerID value and be used by Order Importer to find existing customers in Sage, if not supplied the CustomerID will be used for this.
*** The value passed in for the Currency must be the numeric number shown in the leftmost column of the Sage currencies list.
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Order Importer Field
|
Sage Field
|
Description
|
Data Type
|
Size
|
Required
|
OrderID*
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CUST_ORDER_NUMBER
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Used as a unique identifier to identify individual orders
|
numeric
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N/A
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Yes
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CustomerID
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ACCOUNT_REF
|
Used to identify the customer the order is associated with
|
text
|
8
|
Yes
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DelCompanyName
|
DELIVERY_NAME
|
Delivery Address Company Name
|
text
|
60
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No
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DelContactName
|
DELIVERY_NAME (only if DelCompanyName is empty)
|
Delivery Address Contact Name
|
text
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60
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No
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DelAddress1
|
DEL_ADDRESS_1
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Delivery Address Details
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text
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60
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No
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DelAddress2
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DEL_ADDRESS_2
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Delivery Address Details
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text
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60
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No
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DelTown
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DEL_ADDRESS_3
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Delivery Address Details
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text
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60
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No
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DelCounty
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DEL_ADDRESS_4
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Delivery Address Details
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text
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60
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No
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DelPostCode
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DEL_ADDRESS_5
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Delivery Address Details
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text
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60
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No
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DelCountry
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NOTES_1
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Delivery Address Details
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text
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60
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No
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OrderDate
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ORDER_DATE
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The date the order was received
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date
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N/A
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No
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Carriage
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CARR_NET
|
Shipping costs
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numeric
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N/A
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No
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CarriageTaxCode
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CARR_TAX_CODE
|
Tax code to apply to shipping costs
|
numeric
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N/A
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No
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CcNumber**
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NOTES_2
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Credit card: number
|
text
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60
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No
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CcCardType**
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Credit card: type (visa, mastercard)
|
text
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No
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CcNameOnCard**
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Credit card: name on card
|
text
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No
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CcIssueNo**
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NOTES_3
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Credit card: Issue Number
|
text
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60
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No
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CcAuthCode**
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Credit card: Authentication/Security code
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text
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No
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CcValidFrom**
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Credit card: From date
|
text
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No
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CcValidTo**
|
Credit card: To date
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text
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No
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ContactName***
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CONTACT_NAME
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Contact name of customer
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text
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30
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No
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Address1
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ADDRESS_1
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Customer address details
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text
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60
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No
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Address2
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ADDRESS_2
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Customer address details
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text
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60
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No
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Town
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ADDRESS_3
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Customer address details
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text
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60
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No
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County
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ADDRESS_4
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Customer address details
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text
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60
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No
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PostCode
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ADDRESS_5
|
Customer address details
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text
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60
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No
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CompanyName***
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NAME
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Customers company name
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text
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60
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No
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Telephone
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CUST_TEL_NUMBER
|
Customer telephone number
|
text
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30
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No
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Taxable
|
N/A
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Used to control whether tax (V.A.T.) applies to an order
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true / false
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N/A
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No
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OrderTakenBy
|
TAKEN_BY
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Name of person that took the order
|
text
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60
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No
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GlobalNominalCode
|
GLOBAL_NOM_CODE
|
Global Nominal Code
|
text
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4
|
No
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CarriageNominalCode
|
CARR_NOM_CODE
|
Carriage Nominal Code
|
text
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4
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No
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BankAccount
|
BANK_CODE
|
Use to specify a bank account
|
text
|
4
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No
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InvoiceSOPType
|
On an Invoice
INVOICE_TYPE_CODE
(On an SOP)
ORDER_TYPE
|
Used to specify the Invoice/Order Item Type.
Product Invoice
Sales Order
Service Invoice
Product Credit Note
Service Credit Note
Product Invoice Proforma
Product Invoice Quotation
Service Invoice Proforma
Service Invoice Quotation
Sales Order Quotation
Sales Order Proforma
|
numeric or text
|
N/A
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No
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DespatchDate****
|
DESPATCH_DATE
|
Use to specify a Despatch Date on a sales order
|
date
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N/A
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No
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InsertAs*****
|
N/A
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Use to specify whether to save the order to Sage as an Invoice, Sales Order or Purchase Order, valid values are:
Invoice
SOP
POP
|
text
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N/A
|
No
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PaymentRef
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PAYMENT_REF
|
Use to specify a payment reference
|
text
|
30
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No
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PaymentType
|
PAYMENT_TYPE
|
Use to specify a payment type
|
numeric
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N/A
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No
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GlobalTaxCode
|
GLOBAL_TAX_CODE
|
Use to specify a global tax code
|
text
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2
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No
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SageSupplierAcc+
|
PURCHASE_REF (Product only)
|
Use to specify the sage supplier account ref used by all products within the order that get added to sage.
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|
8
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|
Courier
|
COURIER
|
Use to specify a carrier.
|
numeric
|
N/A
|
No
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ConsignmentNo
|
CONSIGNMENT_REF
|
Use to specify the carrier Consignment/tracking number.
|
text
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30
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No
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CarriageDeptNumber
|
CARR_DEPT_NUMBER
|
Use to specify a Carriage department.
|
numeric
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3
|
No
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GlobalDeptNumber
|
GLOBAL_DEPT_NUMBER
|
Use to specify a Global department
|
numeric
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3
|
No
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Discount
|
N/A
|
Percentage of discount to apply all items in the order
|
numeric
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N/A
|
No
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DiscountAmount******
|
N/A
|
Literal value of discount to apply all items in the order
|
numeric
|
N/A
|
No
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* If Sage is left handling the creation of order numbers the OrderID from your data is saved in the Sage field “CUST_ORDER_NUMBER”, if you have selected “Use MY Own Order Numbers” in the job wizard then OrderID from your data is also used as the order number by Sage.
** These fields are stored in the NOTES_2 and NOTES_3 Sage fields because there is no place else to store this information, the data is stored in the following format:
NOTES_2: CcNameOnCard, CcNumber, CcCardType
NOTES_3: CcIssueNo, CcAuthCode, CcValidFrom, CcValidTo
*** If Company name is defined this is saved to the Sage NAME field, if no company name is defined then the contact name is saved to the Sage NAME field.
**** Valid use for Sales Orders only, Despatch Date will be ignored when saving as an Invoice.
***** If the InsertAs field is not defined for any orders within the import data the setting defined in Order Importer will be used, the InsertAs field in your import data if defined overrides the setting defined in Order Importer.
****** The Discount field will take priority if both the Discount & DiscountAmount fields are defined.
+ These fields are only used when a product is added to sage.
|
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Order Importer Field
|
Sage Field
|
Description
|
Data Type
|
Size
|
Required
|
OrderID*
|
INVOICE_NUMBER
|
Value used to link the item to its parent order
|
numeric
|
N/A
|
Yes
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ProductCode
|
STOCK_CODE
|
The part number of the product
|
text
|
30
|
Yes
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Description
|
DESCRIPTION
|
A description of the product
|
text
|
60
|
Depends***
|
Details
|
TEXT
|
A long description used on service items (ItemType=2)
|
text
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N/A
|
No
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Quantity
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QTY_ORDER
|
The amount of units ordered
|
numeric
|
N/A
|
Yes
|
Price
|
UNIT_PRICE
|
The unit price of the product
|
numeric
|
N/A
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Depends***
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TaxCode**
|
TAX_CODE
|
The sage tax code to use, T1, T2 etc
|
numeric
|
N/A
|
No
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Comment1
|
COMMENT_1
|
A comment about the ordered item
|
text
|
60
|
No
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Comment2
|
COMMENT_2
|
A comment about the ordered item
|
text
|
60
|
No
|
ItemType
|
ITEM_TYPE
|
0=Stock Item
1=Non-Stock
2=Service Item
|
numeric
|
N/A
|
No
|
Weight
|
UNIT_WEIGHT
|
Items unit weight
|
numeric
|
N/A
|
No
|
Location
|
LOCATION
|
Location
|
text
|
16
|
No
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NominalCode
|
NOMINAL_CODE
|
Product nominal code
|
text
|
4
|
No
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DeptNumber+
|
DEPT_NUMBER
|
Department Number
|
numeric
|
N/A
|
No
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Category+
|
STOCK_CAT
|
Category
|
numeric
|
N/A
|
No
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SageSupplierAcc+
|
PURCHASE_REF
|
Supplier Account Ref
|
text
|
8
|
No
|
Discount
|
DISCOUNT_RATE, ADD_DISC_RATE
|
Percentage of discount to apply to the item
|
numeric
|
N/A
|
No
|
DiscountAmount****
|
DISCOUNT_AMOUNT
|
Literal value of discount to the item
|
numeric
|
N/A
|
No
|
BarCode
|
PRODUCT_BARCODE
|
Product Bar Code
|
text
|
60
|
No
|
TaxAmount
|
TAX_AMOUNT
|
The tax value for the line item
|
numeric
|
N/A
|
No
|
ExternalOrderReference
|
EXT_ORDER_REF
|
External Reference for SOP to INV Link
|
text
|
30
|
No
|
JobReference
|
JOB_REFERENCE
|
Job Reference
|
text
|
20
|
No
|
* Will only be used within Sage If Sage is not handling the creation of order numbers due to you having selected “Use MY Own Order Numbers” in the job wizard.
** The TaxCode value is ignored if the parent orders taxable field is set to false.
*** Fields that have their required status listed as "Depends" are technically required but can be omitted for your import data in if certain conditions are met, for example if you have Order Importer configured to get missing product data from sage you can omit the Description and/or Price fields from the import data.
The Discount field will take priority if both the Discount & DiscountAmount fields are defined.
+These fields are only used when a product is added to sage.
|