Sage 200 Pre-Release

Summary

This article will go through the new features available in the release of Sage 200. This will comprise of a description of what has been added, as well as some code examples for you to work with. This article will be kept up to date with each pre-release that is made available, click on the relevant version link below for more info.

Resolution

Sage 200 Professional 2022 R2 Pre-Release

Sage 200 2022 R2

Whats New?

SOP Confirm Goods Despatched

In this release of Sage 200, we have included the ability to add tracking information of couriers to your SOP Despatch Routine.

The main object used when adding tracking information as part of the despatch of an order is the Sage.Accounting.SOP.PendingSOPDespatchReceipt object. As part of the despatch a collection of PendingSOPDespatchReceipts Sage.Accounting.SOP.PendingSOPDespatchReceipts can be set to the PendingSOPDespatchReceipts property of the SOPDespatchReceiptAdjustment and for each item in the collection the PendingSOPDespatchReceipt properties be set for the specific tracking values:

Property	Type	Details
SYSCourier	Sage.Accounting.SystemManager.SYSCourier	The courier used for the despatch
ConsignmentNo	String	The consignment number (shipping reference) for the despatch
SOPIncoterm	Sage.Accounting.SOP.SOPIncoterm	Incoterm (International Commercial Term) for the despatch
SOPReasonForExport	Sage.Accounting.SOP.SOPReasonForExport	The reason for exporting the despatched items
Weight	Decimal	The weight of the items despatched
Pieces	Int	The number of items despatched
Notes	String	Notes for the despatch

The tracking information is created as part of the Post method on the SOPDespatchReceiptAdjustment.

Tracking information for an existing despatch can be amended by filtering the SOPDespatchReceipts collection for the despatch you want to update using a unqiue SOPDespatchReceipt property value. The relevant tracking properties (see table above) can then be set on the SOPDespatchReceipt object. The tracking information is then updated by calling the Update method on the SOPDespatchReceipt object.

Code Examples

Below are examples on how to add tracking to a SOP Despatch. Although this example only demonstrates the despatch of one order, the example assumes that if you wish to despatch multiple orders that the same tracking information is used for every order. Amending how you loop through the PendingSOPDespatchReceipts will allow you to set unique tracking information for multiple despatches.

Here we are dealing with order number 0000005000

public void AddTrackingSOPDespatch()
{
    // Instantiate the SOPAmendDespatchAdjustment object
    Sage.Accounting.SOP.SOPDespatchReceiptAdjustment sopDespatchReceiptAdjustment =
        new Sage.Accounting.SOP.SOPDespatchReceiptAdjustment();

    try
    {
        // Specify that the SOPDespatchReceiptAdjustment is dealing with despatches not returns
        sopDespatchReceiptAdjustment.DoDespatches = true;

        // Specify that the SOPDespatchReceiptAdjustment is dealing with lines that are not set 
        //  to ConfirmationIntentType of Confirm. This means that any free text lines set to
        //  be confirmed by the despatch free text lines option will not be despatched.
        sopDespatchReceiptAdjustment.DoConfirmationOnly = false;

        // Set the criteria that we wish to filter the goods awaiting despatch
        // You can filter by: SingleCustomer, SingleWarehouse, OrderReturnNoFrom,
        //  OrderReturnNoTo, DocumentDateFrom, DocumentDateTo
        // Here we are filtering by a customer.
        sopDespatchReceiptAdjustment.OrderReturnNoFrom = "0000005000";
        sopDespatchReceiptAdjustment.OrderReturnNoTo = "0000005000";

        // Populate the DespatchReceiptItems with the items to be despatched 
        sopDespatchReceiptAdjustment.PopulateDespatchReceipts();

        if (!sopDespatchReceiptAdjustment.DespatchReceiptItems.IsEmpty)
        {
            // Amend quantity to despatch
            foreach (Sage.Accounting.SOP.SOPDespatchReceiptItem sopDespatchReceiptItem in
                sopDespatchReceiptAdjustment.DespatchReceiptItems)
            {
                sopDespatchReceiptItem.Quantity = 2;
            }

            // Set the tracking information on the pending items
            Sage.Accounting.SOP.PendingSOPDespatchReceipts pendingSOPDespatchReceipts = 
                sopDespatchReceiptAdjustment.PendingSOPDespatchReceipts;

            // This is setting the same tracking information for all orders in the despatch.
            foreach (Sage.Accounting.SOP.PendingSOPDespatchReceipt pendingSOPDespatchReceipt in 
                pendingSOPDespatchReceipts)
            {

                // Find and set Courier
                Sage.Accounting.SystemManager.SYSCouriers couriers = 
                    new Sage.Accounting.SystemManager.SYSCouriers();
                couriers.Query.Filters.Add(new Filter(
                    PersistentSYSCourier.FIELD_NAME, FilterOperator.Equal, "New Courier"));
                pendingSOPDespatchReceipt.SYSCourier = couriers.First;

                // Find and set SOP Incoterm
                Sage.Accounting.SOP.SOPIncoterms sopIncoterms = 
                    new Sage.Accounting.SOP.SOPIncoterms();
                sopIncoterms.Query.Filters.Add(new Filter(
                    PersistentSOPIncoterm.FIELD_NAME, FilterOperator.Equal, "FAS - Free Alongside Ship [2020]"));
                pendingSOPDespatchReceipt.SOPIncoterm = sopIncoterms.First;

                // Find and set SOP Reason for Export
                Sage.Accounting.SOP.SOPReasonForExports sopReasonForExports =
                    new Sage.Accounting.SOP.SOPReasonForExports();
                sopReasonForExports.Query.Filters.Add(new Filter(
                    PersistentSOPReasonForExport.FIELD_NAME, FilterOperator.Equal, "Gift"));
                pendingSOPDespatchReceipt.SOPReasonForExport = sopReasonForExports.First;

                // Set additional tracking information
                pendingSOPDespatchReceipt.Pieces = 2;
                pendingSOPDespatchReceipt.ConsignmentNo = "123";
                pendingSOPDespatchReceipt.Weight = 1;
                pendingSOPDespatchReceipt.Notes = "Handle with care.";
            }

            if (!sopDespatchReceiptAdjustment.DespatchReceiptItems.IsEmpty)
            {
                sopDespatchReceiptAdjustment.Post();
            }
            else
            {
                System.Diagnostics.Debug.WriteLine("There are no items to despatch.");
            }
        }
    }
    catch (System.Exception Ex)
    {
        System.Diagnostics.Debug.WriteLine(Ex.Message);
    }
    finally
    {
        sopDespatchReceiptAdjustment.Dispose();
        sopDespatchReceiptAdjustment = null;
    }
}

VB.net

Public Sub AddTrackingSOPDespatch()

    ' Instantiate the SOPAmendDespatchAdjustment object
    Dim sopDespatchReceiptAdjustment As Sage.Accounting.SOP.SOPDespatchReceiptAdjustment =
        New Sage.Accounting.SOP.SOPDespatchReceiptAdjustment()

    Try
        ' Specify that the SOPDespatchReceiptAdjustment is dealing with despatches not returns
        sopDespatchReceiptAdjustment.DoDespatches = True

        ' Specify that the SOPDespatchReceiptAdjustment is dealing with lines that are not set 
        '  to ConfirmationIntentType of Confirm. This means that any free text lines set to
        '  be confirmed by the despatch free text lines option will not be despatched.
        sopDespatchReceiptAdjustment.DoConfirmationOnly = False

        ' Set the criteria that we wish to filter the goods awaiting despatch
        ' You can filter by: SingleCustomer, SingleWarehouse, OrderReturnNoFrom,
        '   OrderReturnNoTo, DocumentDateFrom, DocumentDateTo
        '  Here we are filtering by a customer.
        sopDespatchReceiptAdjustment.OrderReturnNoFrom = "0000005000"
        sopDespatchReceiptAdjustment.OrderReturnNoTo = "0000005000"

        ' Populate the DespatchReceiptItems with the items to be despatched
        sopDespatchReceiptAdjustment.PopulateDespatchReceipts()

        If Not sopDespatchReceiptAdjustment.DespatchReceiptItems.IsEmpty Then

            ' Amend quantity to despatch
            For Each sopDespatchReceiptItem As Sage.Accounting.SOP.SOPDespatchReceiptItem In
                sopDespatchReceiptAdjustment.DespatchReceiptItems

                sopDespatchReceiptItem.Quantity = 2
            Next

            ' Set the tracking information on the pending items
            Dim pendingSOPDespatchReceipts As Sage.Accounting.SOP.PendingSOPDespatchReceipts =
                sopDespatchReceiptAdjustment.PendingSOPDespatchReceipts

            For Each pendingSOPDespatchReceipt As Sage.Accounting.SOP.PendingSOPDespatchReceipt In
                pendingSOPDespatchReceipts

                ' Find and set Courier
                Dim couriers As Sage.Accounting.SystemManager.SYSCouriers =
                    New Sage.Accounting.SystemManager.SYSCouriers()
                couriers.Query.Filters.Add(New Filter(
                    PersistentSYSCourier.FIELD_NAME, FilterOperator.Equal, "New Courier"))
                pendingSOPDespatchReceipt.SYSCourier = couriers.First

                ' Find and set SOP Incoterm
                Dim sopIncoterms As Sage.Accounting.SOP.SOPIncoterms =
                    New Sage.Accounting.SOP.SOPIncoterms()
                sopIncoterms.Query.Filters.Add(New Filter(
                    PersistentSOPIncoterm.FIELD_NAME, FilterOperator.Equal, "FAS - Free Alongside Ship [2020]"))
                pendingSOPDespatchReceipt.SOPIncoterm = sopIncoterms.First

                ' Find and set SOP Reason for Export
                Dim sopReasonForExports As Sage.Accounting.SOP.SOPReasonForExports =
                    New Sage.Accounting.SOP.SOPReasonForExports()
                sopReasonForExports.Query.Filters.Add(New Filter(
                    PersistentSOPReasonForExport.FIELD_NAME, FilterOperator.Equal, "Gift"))
                pendingSOPDespatchReceipt.SOPReasonForExport = sopReasonForExports.First

                ' Set additional tracking information
                pendingSOPDespatchReceipt.Pieces = 2
                pendingSOPDespatchReceipt.ConsignmentNo = "123"
                pendingSOPDespatchReceipt.Weight = 1
                pendingSOPDespatchReceipt.Notes = "Handle with care."
            Next

            If Not sopDespatchReceiptAdjustment.DespatchReceiptItems.IsEmpty Then
                sopDespatchReceiptAdjustment.Post()
            Else
                System.Diagnostics.Debug.WriteLine("There are no items to despatch.")
            End If
        End If

    Catch Ex As System.Exception
        System.Diagnostics.Debug.WriteLine(Ex.Message)
    Finally
        sopDespatchReceiptAdjustment.Dispose()
        sopDespatchReceiptAdjustment = Nothing
    End Try
End Sub

Amend Tracking Information

There may be occasions where the tracking information requires amendment. Below are code examples of how to amend tracking information for an existing SOP Despatch. Here we are dealing with the first despatch for order number 0000005505.

public void AmendTrackingSOPDespatch()
{
    // Instantiate the SOPDespatchReceipts and SOPDespatchReceipt objects
    Sage.Accounting.SOP.SOPDespatchReceipts sopDespatchReceipts =
      new Sage.Accounting.SOP.SOPDespatchReceipts();

    Sage.Accounting.SOP.SOPDespatchReceipt sopDespatchReceipt =
      new Sage.Accounting.SOP.SOPDespatchReceipt();

    try
    {
        // Fetch and set the first individual despatch from the collection using the document number.
        sopDespatchReceipts.Query.Filters.Add(new Filter(
            Sage.Accounting.SOP.SOPDespatchReceipt.FIELD_DOCUMENTNO, "0000005505"));
        sopDespatchReceipt = sopDespatchReceipts.First;

        // Find and set Courier
        Sage.Accounting.SystemManager.SYSCouriers couriers =
            new Sage.Accounting.SystemManager.SYSCouriers();
        couriers.Query.Filters.Add(new Filter(
            PersistentSYSCourier.FIELD_NAME, FilterOperator.Equal, "New Courier"));
        sopDespatchReceipt.SYSCourier = couriers.First;

        // Find and set SOP Incoterm
        Sage.Accounting.SOP.SOPIncoterms sopIncoterms =
            new Sage.Accounting.SOP.SOPIncoterms();
        sopIncoterms.Query.Filters.Add(new Filter(
            PersistentSOPIncoterm.FIELD_NAME, FilterOperator.Equal, "FAS - Free Alongside Ship [2020]"));
        sopDespatchReceipt.SOPIncoterm = sopIncoterms.First;

        // Find and set SOP Reason for Export
        Sage.Accounting.SOP.SOPReasonForExports sopReasonForExports =
            new Sage.Accounting.SOP.SOPReasonForExports();
        sopReasonForExports.Query.Filters.Add(new Filter(
            PersistentSOPReasonForExport.FIELD_NAME, FilterOperator.Equal, "Gift"));
        sopDespatchReceipt.SOPReasonForExport = sopReasonForExports.First;

        // Set additional tracking information
        sopDespatchReceipt.Pieces = 2;
        sopDespatchReceipt.ConsignmentNo = "123";
        sopDespatchReceipt.Weight = 1;
        sopDespatchReceipt.Notes = "Handle with care.";

        sopDespatchReceipt.Update();
    }
    catch (System.Exception Ex)
    {
        System.Diagnostics.Debug.WriteLine(Ex.Message);
    }
    finally
    {
        sopDespatchReceipts.Dispose();
        sopDespatchReceipt.Dispose();
    }
}

VB.net

Public Sub AmendTrackingSOPDespatch()

    ' Instantiate the SOPDespatchReceipts and SOPDespatchReceipt objects
    Dim sopDespatchReceipts As Sage.Accounting.SOP.SOPDespatchReceipts =
        New Sage.Accounting.SOP.SOPDespatchReceipts()
    Dim sopDespatchReceipt As Sage.Accounting.SOP.SOPDespatchReceipt =
        New Sage.Accounting.SOP.SOPDespatchReceipt()

    Try
        ' Fetch and set the first individual despatch from the collection using the document number
        sopDespatchReceipts.Query.Filters.Add(New Filter(
            Sage.Accounting.SOP.SOPDespatchReceipt.FIELD_DOCUMENTNO, "0000005505"))
        sopDespatchReceipt = sopDespatchReceipts.First

        ' Find and set Courier
        Dim couriers As Sage.Accounting.SystemManager.SYSCouriers =
            New Sage.Accounting.SystemManager.SYSCouriers()
        couriers.Query.Filters.Add(New Filter(
            PersistentSYSCourier.FIELD_NAME, FilterOperator.Equal, "New Courier"))
        sopDespatchReceipt.SYSCourier = couriers.First

        ' Find and set SOP Incoterm
        Dim sopIncoterms As Sage.Accounting.SOP.SOPIncoterms =
            New Sage.Accounting.SOP.SOPIncoterms()
        sopIncoterms.Query.Filters.Add(New Filter(
            PersistentSOPIncoterm.FIELD_NAME, FilterOperator.Equal, "FAS - Free Alongside Ship [2020]"))
        sopDespatchReceipt.SOPIncoterm = sopIncoterms.First

        ' Find and set SOP Reason for Export
        Dim sopReasonForExports As Sage.Accounting.SOP.SOPReasonForExports =
            New Sage.Accounting.SOP.SOPReasonForExports()
        sopReasonForExports.Query.Filters.Add(New Filter(
            PersistentSOPReasonForExport.FIELD_NAME, FilterOperator.Equal, "Gift"))
        sopDespatchReceipt.SOPReasonForExport = sopReasonForExports.First

        ' Set additional tracking information
        sopDespatchReceipt.Pieces = 2
        sopDespatchReceipt.ConsignmentNo = "123"
        sopDespatchReceipt.Weight = 1
        sopDespatchReceipt.Notes = "Handle with care."

        sopDespatchReceipt.Update()
    Catch Ex As System.Exception
        System.Diagnostics.Debug.WriteLine(Ex.Message)
    Finally
        sopDespatchReceipts.Dispose()
        sopDespatchReceipt.Dispose()
    End Try
End Sub

Maintain Couriers

A collection of couriers stored in the system which can be added to the tracking information for a despatched order.

The main objects used when adding a new courier are the Sage.Accounting.SystemManager.SYSCouriers and Sage.Accounting.SystemManager.SYSCourier objects which can be instantiated using the new keyword. The SYSCourier object allows the setting of the indivdual courier properties. The new SYSCourier is then added to the SYSCouriers collection where the Update method is used to update the entire collection with the new SYSCourier. This allows additional validation, such as checking for duplicate name, to be carried out.

Below are code examples of how to create a new courier. This example demonstrates how to create a new Courier which can be added to the tracking information for a despatched order.

Here we assume that a Courier with the name "Test Courier" does not already exist in the database.

private void CreateNewSysCourier()
{
    // Instantiate the SYSCouriers and SYSCourier objects
    Sage.Accounting.SystemManager.SYSCouriers couriers = 
        new Sage.Accounting.SystemManager.SYSCouriers();
    Sage.Accounting.SystemManager.SYSCourier courier = 
        new Sage.Accounting.SystemManager.SYSCourier();

    // Mandatory
    courier.Name = "Test Courier";

    // Optional - isDefault defaults to false if omitted
    courier.WebSite = "www.test_courier.com";
    courier.TrackingURL = "www.test_courier_tracking.com";
    courier.IsDefault = false;

    // Add new Courier to collection and update collection
    couriers.Add(courier);
    couriers.Update();

    couriers.Dispose();
    courier.Dispose();
}

VB.net

Private Sub CreateNewSysCourier()

    ' Instantiate the SYSCouriers and SYSCourier objects
    Dim couriers As Sage.Accounting.SystemManager.SYSCouriers =
        New Sage.Accounting.SystemManager.SYSCouriers()
    Dim courier As Sage.Accounting.SystemManager.SYSCourier =
        New Sage.Accounting.SystemManager.SYSCourier()

    ' Mandatory
    courier.Name = "Test Courier"

    ' Optional - isDefault defaults to false if omitted
    courier.WebSite = "www.test_courier.com"
    courier.TrackingURL = "www.test_courier_tracking.com"
    courier.IsDefault = False

    ' Add new Courier to collection and update collection
    couriers.Add(courier)
    couriers.Update()

    couriers.Dispose()
    courier.Dispose()
End Sub

Maintain Incoterms

A collection of Incoterms stored in the system which can be added to the the tracking information for a despatched order. These are used to define the payment and management responsibilities for various delivery activities of the seller and buyer.

The main objects used when adding an additional Incoterm to the system are the Sage.Accounting.SOP.SOPIncoterms and Sage.Accounting.SOP.SOPIncoterm objects which can be instantiated using the new keyword. The SOPIncoterm object allows the setting of indivdual Incoterm properties. The new SOPIncoterm is then added to the SOPIncoterms collection where the Update method is used to update the entire collection with the new SOPIncoterm. This allows additional validation, such as checking for duplicate name, to be carried out.

Code Examples

This example demonstrates how to create a new SOP Incoterm which can be added to the tracking information for a despatched order. Here we assume that a SOP Incoterm with the name "Test Incoterm [2020]" does not already exist in the database:

private void CreateIncoterm()
{
    // Instantiate the SOPIncoterms and SOPIncoterm objects
    Sage.Accounting.SOP.SOPIncoterms sopIncoterms = 
        new Sage.Accounting.SOP.SOPIncoterms();
    Sage.Accounting.SOP.SOPIncoterm sopIncoterm = 
        new Sage.Accounting.SOP.SOPIncoterm();

    //Mandatory
    sopIncoterm.Name = "Test Incoterm [2020]";

    //Optional - isDefault defaults to false if omitted
    sopIncoterm.IsDefault = false;

    // Add new SOP Incoterm to collection and update collection
    sopIncoterms.Add(sopIncoterm);
    sopIncoterms.Update();

    sopIncoterms.Dispose();
    sopIncoterm.Dispose();
}

VB.net

Private Sub CreateIncoterm()

    '  Instantiate the SOPIncoterms and SOPIncoterm objects
    Dim sopIncoterms As Sage.Accounting.SOP.SOPIncoterms =
        New Sage.Accounting.SOP.SOPIncoterms()
    Dim sopIncoterm As Sage.Accounting.SOP.SOPIncoterm =
        New Sage.Accounting.SOP.SOPIncoterm()

    ' Mandatory
    sopIncoterm.Name = "Test Incoterm [2020]"

    ' Optional - isDefault defaults to false if omitted
    sopIncoterm.IsDefault = False

    ' Add new SOP Incoterm to collection and update collection
    sopIncoterms.Add(sopIncoterm)
    sopIncoterms.Update()

    sopIncoterms.Dispose()
    sopIncoterm.Dispose()
End Sub

SOP Reasons For Export

A collection of export reasons stored in the system which can be added to the the tracking information for a despatched order.

The main objects used when adding an additional reason for export to the system are the Sage.Accounting.SOP.SOPReasonForExports and Sage.Accounting.SOP.SOPReasonForExport objects which can be instantiated using the new keyword. The SOPReasonForExport object allows the setting of indivdual reason for export properties. The new SOPReasonForExport is then added to the SOPReasonForExports collection where the Update method is used to update the entire collection with the new SOPReasonForExport. This allows additional validation, such as checking for duplicate name, to be carried out.

Code Examples

This example demonstrates how to create a new SOP Reason for Export which can be added to the tracking information for a despatched order. Here we assume that a SOP Reason for Export with the name "Test Reason for Export" does not already exist in the database:

private void CreateReasonForExport()
{
    // Instantiate the SOPReasonForExports and SOPReasonForExport objects
    Sage.Accounting.SOP.SOPReasonForExports sopReasonForExports = 
        new Sage.Accounting.SOP.SOPReasonForExports();
    Sage.Accounting.SOP.SOPReasonForExport sopReasonForExport = 
        new Sage.Accounting.SOP.SOPReasonForExport();

    //Mandatory
    sopReasonForExport.Name = "Test Reason for Export";

    //Optional - isDefault defaults to false if omitted
    sopReasonForExport.IsDefault = false;

    // Add new SOP Reason for Export to collection and update collection
    sopReasonForExports.Add(sopReasonForExport);
    sopReasonForExports.Update();

    sopReasonForExports.Dispose();
    sopReasonForExport.Dispose();
}

VB.net

Private Sub CreateReasonForExport()

    ' Instantiate the SOPReasonForExports and SOPReasonForExport objects
    Dim sopReasonForExports As Sage.Accounting.SOP.SOPReasonForExports =
        New Sage.Accounting.SOP.SOPReasonForExports()
    Dim sopReasonForExport As Sage.Accounting.SOP.SOPReasonForExport =
        New Sage.Accounting.SOP.SOPReasonForExport()

    ' Mandatory
    sopReasonForExport.Name = "Test Reason for Export"

    ' Optional - isDefault defaults to false if omitted
    sopReasonForExport.IsDefault = False

    ' Add new SOP Reason for Export to collection and update collection
    sopReasonForExports.Add(sopReasonForExport)
    sopReasonForExports.Update()

    sopReasonForExports.Dispose()
    sopReasonForExport.Dispose()
End Sub

What has been updated?

The VB.net example for "How to post a purchase batch invoice transaction" now uses Sage.Accounting.PurchaseLedger.PendingPurchaseBatchEntriesFactory.Factory.FetchAllBatches() to match the C# example, rather than Sage.Accounting.PurchaseLedger.PurchaseModuleFactory.Factory.Fetch().Batches:

Updated VB.net code

' Local storage for the batch entry header
Private batchEntry As Sage.Accounting.PurchaseLedger.PendingPurchaseUnspecifiedBatchEntry = Nothing

' Local storage for the purchase invoice instrument
Private purchaseInvoiceInstrument As Sage.Accounting.PurchaseLedger.PurchaseInvoiceInstrument = Nothing

Private Sub Create_Batch()
    Try

        Create_Batch_Header()

        ' Update the batch header
        Update_Batch_Header()

        ' Now the header has been updated we can get the specified entry 
        Dim specifiedEntry As Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchEntry =
            CType(Me.batchEntry.SpecifiedEntry,
            Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchEntry)

        ' From the specified entry we can create a new purchase invoice batch item
        Dim invoiceBatchItem As Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchItem =
            CType(specifiedEntry.CreateBatchItem(),
            Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchItem)

        ' We can get the purchase invoice instrument from the invoice batch item
        Me.purchaseInvoiceInstrument = invoiceBatchItem.Instrument

        ' Suppress warnings that we do not wish to show
        Suppress_Warnings()

        ' Set the first invoice details
        Set_Invoice_Details()

        ' Update the invoice item and specified entry
        Update_InvoiceItem_and_SpecifiedEntry(invoiceBatchItem, specifiedEntry)

        ' From the specified entry we can create a second purchase invoice batch item
        invoiceBatchItem =
            CType(specifiedEntry.CreateBatchItem(),
            Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchItem)

        ' We can get the purchase invoice instrument from the invoice batch item
        Me.purchaseInvoiceInstrument = invoiceBatchItem.Instrument

        ' Suppress warnings that we do not wish to show
        Suppress_Warnings()

        ' Set the second invoice details
        Set_Invoice2_Details()

        ' Update the invoice item and specified entry
        Update_InvoiceItem_and_SpecifiedEntry(invoiceBatchItem, specifiedEntry)

        ' The actual batch count and value have changed on the header so we need 
        '  to commit these changes to the database
        Update_Batch_Header()

        ' Optional: At this point we can commit the batch which will 
        ' update the entries to the database.
        Commit_Batch()

    Catch ex As Exception

        System.Diagnostics.Debug.WriteLine(ex.Message)

    End Try
End Sub


Private Sub Create_Batch_Header()

    ' Create a new batch entry
    Dim batchEntries As Sage.Accounting.PurchaseLedger.PendingPurchaseUnspecifiedBatchEntries =
        Sage.Accounting.PurchaseLedger.PendingPurchaseUnspecifiedBatchEntriesFactory.Factory.FetchAllBatches()
    Me.batchEntry =
        CType(batchEntries.AddNew(),
        Sage.Accounting.PurchaseLedger.PendingPurchaseUnspecifiedBatchEntry)

    ' Set the batch title
    Me.batchEntry.BatchTitle = "New Invoice Batch"

    ' Set the batch type
    Me.batchEntry.BatchType =
        Sage.Accounting.TradingAccountEntryTypeEnum.TradingAccountEntryTypeInvoice

    ' Set the total number of items we are expecting in the batch.
    Me.batchEntry.ExpectedBatchItemCount = 2 ' maximum 999
    ' Set the expected batch total value.
    Me.batchEntry.ExpectedBatchTotal = 234.57D

    ' Set additional information
    Me.batchEntry.CreationDate = Sage.Common.Clock.Today
    Me.batchEntry.BatchUserName = Sage.Accounting.Application.ActiveUserName
    Me.batchEntry.UserNumber = Sage.Accounting.Application.ActiveUserNumber

End Sub


Private Sub Update_Batch_Header()

    ' Update the header
    Me.batchEntry.Update()

End Sub


Private Sub Suppress_Warnings()

    ' Suppress the warnings that we do not want to show
    ' allow supplier to be over their credit limit
    Me.purchaseInvoiceInstrument.SuppressExceedsCreditLimitException = True
    ' allow the batch to be posted with zero net and tax values
    Me.purchaseInvoiceInstrument.SuppressZeroGoodsTaxException = True

End Sub


Private Sub Set_Invoice_Details()

    ' Get the supplier we wish to create an invoice for
    Dim supplier As Sage.Accounting.PurchaseLedger.Supplier =
        Sage.Accounting.PurchaseLedger.SupplierFactory.Factory.Fetch("ATL001")

    ' Set the supplier on the invoice instrument
    Me.purchaseInvoiceInstrument.Supplier = supplier

    ' Set the transaction references
    Me.purchaseInvoiceInstrument.InstrumentNo = "INV001"
    Me.purchaseInvoiceInstrument.SecondReferenceNo = "SAGE1234"

    ' Set the transaction date
    Me.purchaseInvoiceInstrument.InstrumentDate = Sage.Common.Clock.Today

    ' Set the net value on the invoice instrument
    Me.purchaseInvoiceInstrument.NetValue = 100D

    ' Optional: This sets the authorisation flag to be not required
    Me.purchaseInvoiceInstrument.Authorised =
        Sage.Accounting.AuthorisationTypeEnum.AuthorisationTypeNotRequired

End Sub


Private Sub Set_Invoice2_Details()

    ' Get the supplier we wish to create an invoice for
    Dim supplier As Sage.Accounting.PurchaseLedger.Supplier =
        Sage.Accounting.PurchaseLedger.SupplierFactory.Factory.Fetch("BGT001")

    ' Set the supplier on the invoice instrument
    Me.purchaseInvoiceInstrument.Supplier = supplier

    ' Set the transaction references
    Me.purchaseInvoiceInstrument.InstrumentNo = "INV002"
    Me.purchaseInvoiceInstrument.SecondReferenceNo = "SAGE1235"

    ' Set the transaction date
    Me.purchaseInvoiceInstrument.InstrumentDate = Sage.Common.Clock.Today

    ' Set the net value on the invoice instrument
    Me.purchaseInvoiceInstrument.NetValue = 100D

    ' Optional: This sets the authorisation flag to be not required
    Me.purchaseInvoiceInstrument.Authorised =
        Sage.Accounting.AuthorisationTypeEnum.AuthorisationTypeNotRequired

End Sub


Private Sub Update_InvoiceItem_and_SpecifiedEntry(
    ByVal invoiceBatchItem As Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchItem,
    ByVal specifiedEntry As Sage.Accounting.PurchaseLedger.PendingPurchaseInvoiceBatchEntry)
    ' Save the item, this copies the data from the instrument into the 
    ' items dataobject.
    ' This method also updates the actual batch count and value for the batch entry 
    invoiceBatchItem.SaveItem()

    ' Add the invoice batch item to the entry
    specifiedEntry.PurchaseBatchItems.Add(invoiceBatchItem)

    ' Update the invoice batch item
    invoiceBatchItem.Update()

    ' Update the specified entry
    specifiedEntry.Update()

End Sub


Private Sub Commit_Batch()

    ' This method will post the batch entries to the database
    Me.batchEntry.Commit()

End Sub

The content of the "How to get a Sage account and scope" has now been amended to reflect requesting Cloud ID Credentials in line with technology changes and deprecation.

Sage 200 Pre-Release - Whats New

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Sage 200 2022 R2

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