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Enter the purchase order delivery and invoicing details

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

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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 tax 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 tax 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.
3. Order discount / surcharge: Enter the required percentage. You cannot amend the displayed discount order value.

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:

   Select the required Values from the drop-down lists.

   Click New value to add a new value to this analysis code. You must have selected Add New on Entry when setting up the analysis codes in the Accounting System Manager.

   You can only amend codes if you have chosen to allow amendment of analysis codes on the Order Entry tab of the POP settings.

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