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
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Select the Analysis Codes tab.
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Enter the analysis codes.
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Select the Value for the analysis codes as required.
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If you have set a Default value for an analysis code, the default value will already be selected.
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If you don't want to set an analysis code value, leave the value blank.
However, you must set a value if you selected Mandatory when setting up the analysis code.
Note - informationYou can't enter new analysis codes or enter free text for analysis codes in the Web Portal yet. If you need to do this, you will need to use the Sage 200 desktop.
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Note: If you can't select an analysis code value, you may not be allowed to amend it.
Enter analysis codes for a line in a quotation
To apply analysis codes for individual items in the
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Select the
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Select More actions > Analysis Codes for the item.
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Enter the analysis codes for the item.
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Select the Value for the analysis codes as required.
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If you have set a Default value for an analysis code, the default value will already be selected.
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If you don't want to set an analysis code value, leave the value blank.
However, you must set a value if you selected Mandatory when setting up the analysis code.
Note - informationYou can't enter new analysis codes or enter free text for analysis codes in the Web Portal yet. If you need to do this, you will need to use the Sage 200 desktop.
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Note: If you can't select an analysis code value, you may not be allowed to amend it.
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
- Select the
menu in the column header, then select the 
columns button. -
Select the columns to display from the Analysis section.
Useful info
About analysis codes
Analysis codes are custom fields that you can associate with sales documents such as sales orders, returns, quotes. You can also use them to filter or group your sales documents on reports (
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 the Value blank if you don't want to set a value.
You can have 20 analysis codes for each area.
Each analysis code has two parts:
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This is a label that tells you what information the analysis code will be used for, so you know what information to enter. For example, if you want a breakdown of your sales by region, you might create a code label of Region.
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The value is information that you want to record for the analysis code. The value can be chosen from predefined values that you set up for the analysis code. For example, if you have created an analysis code of Region, the values could be South East, South West, Midlands, Wales.
Analysis codes can be added to:
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A whole sales document (order, return, quotation), on the Analysis Codes tab.
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Individual item lines, by editing the item and selecting More actions > Analysis codes.
Questions
No values available for an analysis code?
If you don't see any values listed for an analysis code, that's because predefined values haven't been set for that analysis code yet.
You can set up values for the analysis codes on the Maintain Analysis Codes screen
Can't enter a free text value or add a new value?
You can't enter new analysis codes or enter free text for analysis codes in the Web Portal yet. If you need to do this, you will need to use the Sage 200 desktop.
Wrong value is selected by default?
If the wrong Value is always selected by default for an analysis code, then you can change this by setting a different value as the Default.
If the predefined Value itself is incorrect, then you can also change this by adding or updating a Value for the analysis code.
You can change values and settings for analysis codes on the Maintain Analysis Codes screen
Can I make an analysis code mandatory?
You can make an analysis code mandatory to ensure that it is always entered for accounts and orders.
To make an analysis code mandatory, select Mandatory in the Maintain Analysis Codes screen for the appropriate analysis code area (customers, suppliers, nominal account, sales orders, purchase orders, stock control)
You must also set a Default value for the mandatory analysis code.
Can't change the analysis code value?
If you can't change the analysis code value, check that analysis codes have been set to allow them to be amended in
Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings
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Select the
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To allow analysis code values to be changed on a whole
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To allow analysis code values to be changed on item lines in a
If you still can't change the analysis code, check that the analysis code can be amended for a
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Open the Maintain Analysis Codes screen for
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Select the analysis code then select Edit.
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Enable Allow analysis code to be amended for each order/return.
Wrong value is being applied to sales order
If the wrong value is being automatically applied for
- Has the analysis code been set to be Mandatory? If so, has the correct value been set as the default?
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Has the analysis code been set to take the value from the
To check this:
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Open the Maintain Analysis Codes screen for
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Select the analysis code then select Edit.
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Check if
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