NOTE: Find out more about the Northern Ireland Protocol.

General Considerations

You can use Report Designer to amend the standard or previously customised Sage 200cloud layouts.

NOTE: Amending a layout that has previously been customised may make this process more complicated, as additional sections may have been added to print under different circumstances using conditional formatting.  

Open Sage Report Designer using the Tools option in the top right-hand corner and select Run Sage Report Designer.

Browse to the layout which you wish to amend using the File Explorer panel, layouts are stored in the following folder structure:

Company specific documents: company/<company name>/document type>/.

Custom documents: custom/<document type>/.

Default documents: default/<document type>/.

NOTE: You can view which layout is being used as the default on a customer account in the document tab, this can be then checked against the corresponding entry in Maintain Invoice Layouts which is accessed via Sales Order Processing, then SOP Maintenance.  

CAUTION: To ensure that existing layouts are not adversely affected save a copy of the layout prior to making any amendments.  

Northern Ireland companies selling to companies in the European Union

Selling goods

Your VAT Number [Code] (on the right-hand side by default) will need to be amended to XI, on a default layout this is held within the SOPINVOICECREDITID header section.

To do this double click on the [code] field and replace SYSCountryCodes.Code with “XI”.

NOTE: As mentioned previously there may be multiple header sections in use on layouts that have previously been customised.

Selling services

Your standard layout should be used.

Selling goods & services

We are awaiting more detailed guidance from HMRC on how VAT registration numbers should be displayed on sales order invoices for Northern Ireland companies who sell both goods and services to the same European Union company.

Republic of Ireland Companies selling to companies in Northern Ireland

Selling goods

If you only sell goods to a customer, then their country code should be amended to XI on the Trading tab of their Account Details, this will ensure the correct country code is picked up by your current invoice layout.

Selling services

If you only sell services to a customer, then their country code should remain GB, this will ensure the correct country code is picked up by your current invoice layout.

Selling goods & services

We are awaiting more detailed guidance from ROS on how VAT registration numbers should be displayed on sales order invoices for Republic of Ireland companies that sell both goods and services to the same company in Northern Ireland, our current understanding is as follows.

Your customer's country code should be amended to XI on the Trading tab of their Account Details, this will ensure the correct country code is picked up by your current invoice layout.  In these circumstances, it is recommended that you have a second invoice layout with the GB country code prefix, for service sales invoices.  Set the most commonly used as the default layout on the relevant customer accounts and then change the default when you need to print the alternative layout.

On the alternative layout, your Customer’s VAT Number [Coun]try Code (on the left-hand side by default) will need to be amended.

To do this double click on the [Coun] field and replace SYSCompanies.CountryCode with "GB" 

NOTE: As mentioned previously there may be multiple header sections in use on layouts that have previously been customised.