Creating Analysis Codes is one of Sage 200’s Handy Extras
Analysis codes give you the ability to analyse and drill down into accounts and transactions.
After creating your analysis codes, you can group or split your information further by adding in custom fields to the ledgers that you can use later to report on.
As the UK has left the EU Single Market & Customs Union, there are now some extra pieces of information that you may need to include in your reports or layouts.
One of the pieces of information now required is an EORI number, potentially, for both Customers and Suppliers. Analysis codes are a simple way of including this information in your system.
Creating Analysis Codes in Sage 200
All analysis codes must be set up in Accounting System Manager first and then can be added on to the respective ledgers.
Go to Accounting System Manager > Settings > Maintain Analysis Codes.
Enter the name of the new analysis code, and any values you wish to be associated with it.
If you wish to make the analysis code mandatory elsewhere in the system, there must be a default value set against it here in ASM.
Tick ‘Enter Free Text’ if you wish to be able to type your own values when entering on to the account/order. These will not be stored as values for future users.
Tick ‘Add New on Entry’ if you wish to be able to add values on to the ledger which will then be available for future users to select.
Set up in the Ledger
Step 1: Sales Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes
Step 2: Purchase Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes
Step 3: Sales Order Processing > SOP Maintenance > Maintain Analysis Codes
Step 4: Purchase Order Processing > POP Maintenance > Maintain Analysis Codes
Select a blank row in the ‘Name’ column and select a code from the drop-down list.
If required, enter a different ‘Field Label’.
Select ‘Mandatory’ if all accounts/orders need to use this code.
POP and SOP have the following extra settings:
Allow analysis code to be amended for each order/return.
To do this, you must have selected the ‘Allow analysis code to be amended for each order/return’ setting in the SOP/POP settings Order Entry tab.
You can choose whether analysis codes can be amended on the order header, the order line, or both.
Get default value from supplier code:
Select this to use the ‘Value’ specified as the default in the relevant account. Use the drop-down list to select the analysis code whose default value you want to use.
Use stock item history value for:
Select this to include the analysis code in the stock item history.
NB: Be advised that the information/accuracy in this article may differ depending on which version of Sage 200 you use and, as a result, some options and processes might look different. For all support queries, please email [email protected].
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