How do I make a sales ledger posting with multiple centres?
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Summary
The following article explains how to create Sales Invoice posting (No printout required) with more than one sales centre.
More Information
- Go to " Sales Ledger Sales Ledger Postings".
- Move to "Invoice/Credit/Op. Bal.:".
- Select 'I' to post an 'Invoice'.
- At "Account:", type in the customer's account code if known, or search for a customer.
- At "Document No:" enter the invoice number.
 | This field is 8 characters long so if the number you have is longer than this, make sure you enter the last 8 characters only. |
- At "Date:", enter the date shown on the invoice.
| If this is a late invoice and you have already closed the month to which it relates, post it with a date of the 1st of the next month you are going to close. |
- At "Description:", enter a description that relates to the invoice you are posting. This is what you will see when you view "Customer History" so it should be used to identify the nature of the transaction, e.g. 'UNITS', 'PARTS', 'PETROL' or you could enter an Order Number (Maximum of 15 characters). If you leave this blank, the system will default the customer code and invoice number here.
- Move to the Values section at the lower part of the screen. Here you can enter the Net amount at V.A.T. Rate 1 (Current Standard Rate) then press <F3>. The program will work out the V.A.T. for you.
| Check that the V.A.T. shows the same figure as the invoice. Occasionally you will see small differences, but the figure on the document is that which you should use. |
- If the invoice has a Settlement Discount on it, then the V.A.T. will be the appropriate amount depending on the Settlement percentage. Carry on filling in the Net amounts at any other applicable V.A.T. Rates. When you have finished check the total amounts agree to the invoice.
- At "Centre:", press <F2>.
- Enter the first sales centre code and its value. You can search for the Sales Centres that you want.
- Click [Add] to enter the next sales centre, and repeat as necessary.
| At the bottom right of the Multiple Centre box, you will see two values, "Total" and "Unallocated". The "Total" value is the Nett total of the invoice, and the "Unallocated" value is the amount still left to be split between the relevant sales centres. Until you have allocated the whole of the Nett total of the invoice, you will not be able to exit from here. |
- Once you have allocated the sales centres and values as necessary, press <Esc> or click [Close] to exit from here.
- Check that the invoice total, Nett and V.A.T. values are correct and then press <Esc>.
- On the bottom right of your screen is the Sales Ledger number, which is the unique transaction reference for this invoice.
- Click [Accept] to save the posting and move onto the next.
See also
- What is a sales or purchase centre?
- How do I find a centre?
- How do I find a customer?
- Posting payments received
- How do I make a purchase ledger posting with multiple centres?
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