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Gemma1234

Sales order processing and staged payments

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Can someone help with an issue I have please?

We need to process a sales order but the order has staged payments.  For example, the sales order would show a stock item with a value but we need to invoice the customer 20% in advance, 50% upon despatch and then 30% once onsite service is complete.

At the moment we are raising an internal sales order to despatch stock and adding three separate sales orders against the customer account with a free text item for the 20%, 50% and 30%.  There is then no connection between the invoices and the stock that has been despatched.

We are using Sage 200.  Would anyone be able to suggest the most efficient way of processing these orders?

Thanks,

  • 0

    We have customers who do this, and there is no easy way to do it.  to tie it up a bit better they do this.

    1. raise  order for stock to the customer and despatch as needed.

    2.  raise raise new order each time they pay, with a text line so it can be invoiced.  reference in the text or an analysis code the orginal order number

    3. at the same time, place a negative text line on the original order, for the invoiced amount in 2. and reference the payment order in the text.

    this means you can complete the original order and payment invoices all against the original customer.  its not ideal

  • 0 in reply to Toby

    Thank you Toby, much appreciated.

    It was my fear there was no easy way to do this!  In terms of point 3, how would I place a negative text line?

  • 0 in reply to Gemma1234

    hi.  you just put a negative value in the selling price.

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