SageCreateDocument

Description

Creates a fiscal document in Sage X3 (Invoice or Credit Note) by inserting records into the three Sage accounting tables: header (YFACTERCAB), line (YFACTERLIN) and analytics (YFACTERAN). Uses a SQL Server connection and executes all inserts within a single atomic transaction.

The node maps the country to the correct Sage configuration (plant, third party, tax regime, accounts) based on the procedures EQZ_MigracionTP_Sage and EQZ_MigracionEcomm_Sage.

Configuration

Field	Type	Required	Description
credentials_id	credentials	Yes	Sage SQL Server (MSSQL) credential
contato	textarea	No	Contact JSON: {nome, pais, nif}. If empty, uses data.contato from previous node
tipificacao	select	No	Document type: FT (Invoice), FR (Invoice-Receipt), NC (Credit Note). Default: FT
produtos	textarea	No	Products JSON array. If empty, uses data.produtos from previous node
invoice_date	text	No	Date YYYY-MM-DD. If empty, uses current date
sage_schema	text	No	Sage database schema (default: LIVE)
currency	text	No	ISO currency (default: EUR)
canal	text	No	Analytics axis CAN (default: E-COMMERCE)
delegacion	text	No	Analytics axis DEL (default: 06)
descripcion	text	No	Document description. Supports {{}} variables. Auto-generated if empty
sage_user	text	No	CREUSR field value (default: ADMIN)
timeout	text	No	Query timeout in milliseconds (default: 30000)

Credentials

This module requires a sageCreateDocument type credential (SQL Server) with the following fields:

• host: SQL Server hostname or IP
• user: Database username
• password: Database password
• database: Database name
• port: Port (default: 1433)
• sage_schema: Schema name (default: LIVE)

Country Mapping

Country	Plant	Type	Third Party	Tax Regime	Account	VAT Code
PT	22_PT	TPE03	CT-000028	PORT	700050	PT023
ES	22_ES	TPE01	CT-000001	ESPA	700000	ES021

Output

{
  "success": true,
  "idRegistro": 1234,
  "schema": "LIVE",
  "tercero": "CT-000028",
  "planta": "22_PT",
  "total": 19.90,
  "descripcion": "Ventas Ecomm 05/04/2026",
  "pais": "PT",
  "tipificacao": "FT",
  "fecha": "2026-04-05",
  "message": "Documento Sage creado (ID: 1234) en LIVE.YFACTERCAB"
}

Usage Example

Typical flow: Shopify Webhook → Decision (country) → EditFields (mapping) → SageCreateDocument

{
  "credentials_id": "5",
  "tipificacao": "FT",
  "invoice_date": "{{created_at}}",
  "sage_schema": "LIVE",
  "canal": "E-COMMERCE",
  "delegacion": "06"
}

The node automatically reads contato and produtos from the previous node’s output.

Notes

• All three inserts (YFACTERCAB, YFACTERLIN, YFACTERAN) run in a single transaction with rollback on failure
• The node calculates the total from the products array (sum of preco_unitario * quantidade)
• Credit Notes (NC) set INVTYP_0 = 2 instead of 1
• The analytics axes are: PAI (country), CAN (channel), DEL (delegation), CLI (client)
• If the country is not found in the mapping, it defaults to the Portugal configuration

Related Nodes

• BillptCreateDocument - Create document in Bill.pt
• HubfiscalCreateDocument - Register document in Hub Fiscal
• SqlQueryMSSQL - Execute raw SQL Server queries