Using analysis codes to customise and analyse your business

Want to capture additional information or add custom fields so you can report and examine specific areas of your business?

Most businesses have unique information that they want to record and report on. To help with this Sage 200cloud has a couple of ways that you can add information to your accounts, records and transactions and then report on this. These are called analysis codes and transaction analysis codes.

What are analysis codes?

Analysis codes provide an additional way of grouping and reporting on accounts, stock items, stock transactions, BOM records and sales and purchase documents. These are additional fields that you can add to your accounts and records. Each analysis code has a name or field label and a set of values. Each time you enter a transaction or document, it is automatically linked to the analysis codes set on the account or document.

For example, you could use analysis codes to link your customer accounts by:

  • Region - the geographical location in which a customer is based.
  • Salesperson - a specific member of your team who services a customer or raises an invoice or credit note.
  • Account Manager - a specific member of your team who manages a customer relationship.

How and where are they used?

Analysis codes can be used for most modules. You can have up to five codes for each modules, and each code can have an unlimited number of values.

You can change the name of the analysis codes. By default, they're named 1-5, e.g. Analysis code 1.

For each code you also create a set of Values.

Analysis codes can be used in the following areas:

Analysis code area Module Where analysis codes are applied
Customer Customers Customer accounts
Supplier Suppliers Supplier accounts
SOP Document Invoicing and Sales Orders

Invoices and credit notes

Sales orders and returns

Quotations

Pro forma invoices

VAT only invoices and credit notes

Stock Item Stock Control Stock item records
Stock Tran Stock Control

Stock movement transactions, e.g. when you issue and allocate stock

POP Document Purchase Orders Purchase orders and returns
Nominal Account Nominal Nominal accounts

What can you use them for?

You can use analysis codes in any way that suits your business. You could add them to customer accounts so you track sales per region or salesperson, you could add them to stock items to record the commodity code of an item, you could add them to supplier accounts to group suppliers based on the types of products they supply.

to do this you use analysis codes as criteria for reports and enquiries:

  • Reports.

    Report on data sorted by analysis codes values. The sort criteria for many reports include analysis codes.

  • Workspaces and lists.

    You can add analysis code as additional columns on all your workspaces and desktop lists and from there you can use them as filters.

Below are two examples how to set up analysis codes to record purchases by department, and to track sales by region, sales manager and sales person.

Things to consider

  1. Do you want some analysis code values to be free text.

    These are just one off values that can't be reused.

    This can be useful if you use analysis codes to capture information relevant to individual invoices, orders, or accounts or stock items etc. For example, you could free text values to add commodity codes to stock items.

    To do this, you can create a blank value. If Enter Free Text is selected, each user can enter the relevant information on an account or record when required. The free text value is only saved on the record it is applied to.

  2. Do you want to allow users to create new values when adding codes to various entities?

    These new values are saved and are then available for anyone to reuse.

    You might want to allow this where a value won't be known until a particular record is saved. You might not want to allow this where you have a specific set of values that you always want to be used, such as your sales regions.

Next - Set up analysis codes and values

What are transaction analysis codes?

Transaction analysis codes are applied directly to transactions. An additional column is added to the transaction entry forms. You create values (codes), which you can then choose from when entering a transaction that will result in a nominal posting.

Where are they used?

Transaction analysis codes can be used with:

  • Nominal transactions.
  • Customer transactions.
  • Supplier transactions.
  • Cash Book transactions.

What can you use them for?

Use these for any situation where you want to group transactions together. You can add new analysis codes whenever they are needed and easily remove the codes when you have finished your analysis.

For example, you could use transaction analysis to record the results of marketing campaigns. Each time a transaction is entered as a result of a campaign, you select the campaign when you enter the transaction.

Next - Set up transaction analysis codes