This article explains what to do if you have a batch that can't post from SAM to Xero because there is an error with the customer or supplier name.


This article is relevant for SAM version 6022 and below. Click HERE for details on how to check which version you have.



SAM uses the terms Customer and Supplier - Xero refers to them both as Contacts


To check unposted batches - go to the System menu then choose Xero GL Batches


TABLE OF CONTENTS


Another contact has this contact number


The batch error might look like this:

9236                     ACCREC                     **Error** Another contact has this contact number. Please enter a different contact number.


In SAM go to System then Xero GL Batches to view the error in the Unposted tab.



Highlight the batch error on the left hand side of the screen then click on the Check Contact button


The system will check against the contacts in Xero and display potential options.


This check shows that customer has been archived in Xero and that is why the batch hasn't posted.


You can sort this out by clicking on Remove Contact GUID



Choose Yes and this will connect the customer/supplier in SAM to the contact in Xero.


Then click on Post Batch and choose Yes



The batch should post to Xero and no longer display under Unposted - you will now see it under the Posted and All tabs - and it will have a Posted Date and Time:



The existing contact with name 'xx' cannot be updated to use new name 'xy'


The batch error might look like this:

2300                     ACCPAY                        **Error** The existing contact with name 'truck tractor' cannot be updated to use new name 'Truck and Tractor'. There is an existing contact with that name.

Got to System then Xero GL Batches to view the unposted batch



Click on Check Contact 

The system will check against the contacts in Xero and display potential options.


This check has found 2 matches in Xero - the SAM supplier is currently linked to "truck tractor" but needs to be linked to "Truck and Tractor".


Clicking on Copy Xero GUID to SAM will link the SAM supplier to the correct contact in Xero.


Choose Yes on the next message:


This will link the SAM customer/supplier to the Xero Contact.  


Then click on Post Batch and choose Yes to the confirmation message


The batch should post to Xero and no longer display under Unposted - you will now see it under the Posted and All tabs - and it will have a Posted Date and Time:




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