Enter analysis codes (quotations)

Open: Sales Order Processing > Quotations > New Quotation

Open: Sales Order Processing > Quotations > Amend Quotation

How to

Enter analysis codes for the whole quotation

To apply analysis codes for the whole quotation:

1. Select the Analysis Codes tab.

2. Enter the analysis codes for the quotation.

   • Select the Value for the analysis codes as required.

     Note: To change the analysis codes, you must have selected Order Header Entry - Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP settings.

Enter analysis codes for a line in a quotation

To apply analysis codes for individual lines in the quotation:

1. Select the Quotation Details tab.

2. Select More actions > Analysis Codes on the item line.

3. Enter the analysis codes for the item.

   • Select the Value for the analysis codes as required.

     Note: To change the analysis codes, you must have selected to Order Line Entry - Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP settings.

View analysis codes in the Sales Order List

Analysis codes can be added as additional columns to the Sales Order List.

Open: Sales Order Processing > Sales Order List

1. Select the menu in the column header, then select the columns button.

2. Select the columns to display from the Analysis section.

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Useful info

About analysis codes

Analysis codes are custom fields that you can associate with sales documents (orders, returns, quotations and pro formas). You can also use them to filter or group your sales documents on reports (in the Sage 200 desktop).

For example, you could use analysis codes to specify which sales person has sold the goods, or to specify which branch or region placed the sales.

Each analysis code has a Name to describe the type of information, and a set of Values that you can choose for that analysis code. For example, a Sales person analysis code could have a set of values; Janet, Tim and Ben. You choose a Value for each analysis code, or leave it blank if you don't want to set a value.

Analysis codes can be added to:

• A whole sales document (order, return, quotation, or pro forma).

• Individual lines in a sales document (order, return, quotation, or pro forma).