Write off an incomplete purchase order

Write off incomplete purchase orders

Note - information

Before you write off an incomplete order, check the following:

  • Is it linked to a sales order? If so, cancel the sales order before writing off the purchase order.
  • Are there additional charges on the purchase order? If so, delete these before writing off the purchase order.

Open: Purchase Order Processing > POP Maintenance > Write Off Incomplete Orders.

  1. Select the range of orders to write off.
    • To write off a single order, select the Single order option and use the list to search for the order.
    • To write off orders by a date, select the All orders up to a date option and enter the date into the displayed date box.

      Note: Check that each order displayed is appropriate to write off.

  2. Select the nominal account which the write off value will post to.

    The write off transaction is posted to this write off account and the stock account set on the stock item.

  3. Enter some additional text for the nominal posting (optional).
  4. If you have set a cost centre and/or department on the default nominal account for the supplier, Sage 200 will use this when posting transactions for this supplier. If you want to make sure that the write off value is also posted using the same cost centre and/or department, select Analyse postings by cost centre and department.

    • If you select Analyse postings by cost centre and department, the cost centre and department details from the purchase order item line nominal analysis section will be applied to the credit value of the write off posting.

    • If you don't select Analyse postings by cost centre and department, the cost centre and department details from the purchase order item line nominal analysis section will not be applied to the credit value of the write off posting.

  5. Click Write Off Orders.