Enter the sales order delivery and invoicing details

Open: Sales Order Processing > Sales Orders > Enter New Order - Full | Delivery & Invoicing.

If the order is for a customer, accept or amend the displayed delivery address.
Use an existing delivery address for this customer
1. Clear the Use invoice address box and click Change.
  
  The Customer Delivery Addresses window appears.
2. Select the required address from the list and click OK.
Add a new delivery address for this customer
1. Clear the Use invoice address box and click Change.
  
  The Customer Delivery Addresses window appears.
2. Click Add.
3. Enter the new delivery address details and click OK.
4. Select the new address from the list and click OK.
Use a one off delivery address
Use this method to use a one off delivery address that you don't want to save.
1. Clear the Use invoice address box.
2. Enter the address details.
3. Select the country code from Country code drop-down list in the VAT details section.
  
  Note: You must select the same country code for the delivery address, as the country code specified in the Trading details for this customer. This makes sure the correct VAT rates are used.
Use the invoice address
- To use the invoice address as the delivery address, select the Use invoice address box.
Note: If Sage 200 finds order lines marked for direct delivery that have already had purchase orders generated, the delivery address cannot be changed. Documentation may have already been issued to the supplier for existing delivery address.
If the order is for a cash account, specify the details to be stored with the order.
Enter the VAT details if required.

These default to the Trading Details entered on the customer's account. You can only change these if you do not choose to Use invoice address.
Triangulated: Select this if the sales order represents a triangulated transaction. This makes sure that the transaction is marked with the correct indicator on the EC Sales list.
Enter or amend the following details:
- Early settlement discount: Amend this, if required. The settlement discount is taken from the customer account Payment tab in the Sales Ledger.
  Settlement discounts and VAT
  - 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.
  Note: You must clear early settlement discount values if you want to invoice payment immediately when you save the order.
- Order discount / surcharge: Enter or amend this, if required. The order discount (invoice discount) is taken from the customer account Documents tab.
  
  When the order is confirmed, the price book is checked for any customer order discounts. If the price book discount is more than the invoice discount, you can choose which one to apply.
- Order taken by: Specify who has taken the order (the person responsible for the order).
  
  This will automatically be filled in with your user name, if you have chosen to Use the user's logon name as the document taker in the SOP settings Invoice and Order Entry tab.
- Order priority: Enter the order priority code (from A to Z). A has the highest priority and Z the lowest.
  
  This is taken from the customer account Trading tab in the Sales Ledger and can be changed here.
  
  About order priority
  
  The order priority code is used to display orders in order of priority. This allows you to see which orders are most urgent. This can be particularly important when allocating stock to orders for outstanding items.
- Analysis codes: Enter the analysis codes for the whole sales order. See Enter analysis codes for the sales 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.