Enter the purchase order delivery and invoicing details

Open: Purchase Order Processing > Purchase Orders > Enter New Order | Delivery & Invoicing.

Enter or amend the following details:

The way that a delivery address is used on a new order is dependant on whether you use multiple locations or not.

1. Delivery Address:

   If you use multiple locations

   The Delivery address details cannot be amended.

   The delivery address and country code are linked to the item types added to the order. Standard items use the address and country code specified for the warehouse. Free text items use the company information stored in Accounting System Manager. The delivery address and country code are only displayed when the ordered items are associated with the one delivery address. The displayed VAT code is from the supplier's account.

   If you use a single location

   The displayed delivery address and country code are those specified for your company details in Accounting System Manager. The displayed VAT code is from the supplier's account and cannot be amended.

   1. Accept the displayed Country code or select another that is relevant to the delivery address.
   2. To redirect the goods to a different location, enter the required delivery address.

2. Early settlement discount: Accept or amend the displayed early settlement discount values.

   This defaults to the discount details entered on the supplier's account.

   • In the UK, VAT on an invoice is only discounted when it is paid within the settlement discount period.

     On each invoice, VAT is calculated by default on the full invoice value. If the invoice is paid within the settlement discount period, a VAT adjustment is required, to account for the discounted VAT.

   • In Ireland, VAT is calculated on the full value of the invoice regardless of any settlement discount.

3. If you will receive a discount on the total order from the supplier, you can enter a Order discount / surcharge.

   Note: This discount value is for information only, and whilst it will be visible on the purchase order, it will not automatically be applied to the goods value of the purchase invoice. When you complete the order, if you received this discount from the supplier, then you should manually adjust the goods value of the invoice to reflect the discount.

4. Order taken by and Order Originator:

   The Order taken by is completed with the Sage 200 user name of the logged on user by default and cannot be changed.

   Select the name of the Order originator

   This is the person who initiated the order and will respond to queries, and will receive notifications when orders require authorisation.

   You an set the Order originator to be the logged on user by default on the Order Entry tab of the POP settings.

   Note: If you enter the name of a person who is not a Sage 200 user, they cannot receive authorisation notifications.

5. Analysis codes: Enter analysis codes for the whole purchase order. See Enter analysis codes for the purchase order.

   Note - information

   Analysis codes are displayed on the Analysis Codes tab for Sage 200 Professional versions from 2023 R1 onwards, but are displayed on the Delivery & Invoicing tab for Sage 200 Professional versions up to 2022 R2.