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Enter the delivery and invoicing details (sales orders)

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

1. If the order is for a customer, accept or amend the displayed delivery address.

   See how to 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.
   See how to 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.
   See how to 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 tax 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 tax rates are used.

   See how to 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.

2. If the order is for a cash account, specify the details to be stored with the order.

3. Enter the Tax 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.

4. 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.

5. Enter or amend the following details:

   Early settlement discount	Amend this, if required. The settlement discount is taken from the customer account Payment details tab in the Sales Ledger. 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 in the Sales Ledger. 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).
   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 required. Select the required Values from the drop-down lists. Note: To change the analysis codes, you must have selected to Allow amendment of analysis codes in the SOP settings Order Entry tab. To add a new value to this analysis code, click New value. Note: To add a new value to analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.

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