Enter the purchase return and credit details

Open: Purchase Order Processing > Purchase Returns > Enter New Purchase Return | Return & Credit.

1. If the return address is different to the supplier's address, enter the address you are returning the goods to (including contact information) in the Return to address boxes.

   Note: The displayed VAT code is from the supplier's account and cannot be amended.

2. Accept or amend the supplier's country code using the list.

3. Accept or amend the displayed early settlement 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.

4. Enter the order discount percentage. You cannot amend the displayed discount order value.
5. Accept or enter the name of the person responsible for returning the goods in the Returned by box.

6. Analysis codes: Enter analysis codes for the whole purchase return. See Enter analysis codes for the purchase return.

   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 Return & Credit tab for Sage 200 Professional versions up to 2022 R2.