Trading details (customer account)

Find this screen

Open: Sales Ledger > Sales Accounts > New Customer

Open: Sales Ledger > Sales Accounts > Amend Customer

• Use the Trading tab to enter your customer's VAT details, the default nominal account and the analysis codes.

Trading details (VAT)

Country code

The Country code that you select here is the customer's country for VAT purposes. This is used when calculating EU VAT.

By default, the Country code is taken from your Company Details in the Sage 200 desktop.

The country specified on the customer account Company tab is for a postal address only.

Default VAT code

• Use Default VAT code to set the default VAT rate for customer accounts and transactions.

  If the customer will use the standard VAT rate, you won't need to change this.

  If you change this, the new VAT rate is used by default when entering subsequent transactions for this customer. Existing transactions are not affected.

• Select Use VAT code as Invoice and Order default if this VAT rate is should be used on your invoices and sales orders, instead of the VAT rate set on the stock item.

  You may need to do this if your customer is a charity and doesn't pay VAT.

  This is automatically selected for foreign currency customer accounts, where the customer's Country Code is set to anything other than GB.

VAT number

Enter your customer's VAT registration number.

Order Priority (sales orders only)

Use Order priority to set the level of importance for sales orders that are entered for this customer.

• A is the highest priority and Z is the lowest.
• The Order priority is used when you allocate stock to outstanding orders, if you allocate by Order priority.

Note: You only need this if you're using Sales Order Processing.

Default Nominal Code

This is the nominal account you want to use to post the sales values to when entering transactions for this customer. You can change this on individual transactions if required.

You can only select a Posting nominal account (Account type set to Posting).

The nominal account most commonly used for this is the Default Nominal Account for Default Sales, which is a profit and loss nominal account.

Analysis Codes

You can use the analysis codes to filter transactions on your reports.

The Analysis codes that you selected to use in the Sales Ledger in the Sage 200 desktop are displayed by default.

To change an analysis code, select the Value from the list.

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Useful info

About analysis codes

Analysis codes are extra pieces of information that you can use as custom fields, to improve your reporting and to compare different areas of your business.

For example, you might want to record your sales and purchases by region. To do this you would set up a single Region code with all the required values. You would then add this code to the Sales Ledger and Purchase Ledger but change the label to Sales Region and Purchase Region.

You can have 20 analysis codes for each area.

Each analysis code has two parts:

• A code Name or Field Label.

  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.

• A Value.

  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.

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Questions (analysis codes)

No values listed?

If you don't see any values listed for an analysis codes, 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 in the Sage 200 desktop (Accounting System Manager > Settings > Maintain Analysis Codes).

Can't enter a free text value or add a new value?

Incorrect value is always selected?

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 in the Sage 200 desktop (Accounting System Manager > Settings > Maintain Analysis Codes).