Maintain analysis codes

Find this screen

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

How to

Add a new analysis code or value

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

1. In the Codes section, click Add.
2. Enter the Code on the new line.
3. Select Enter Free Text if you want your Sage 200 users to change the Value when adding the code to an account, order or stock transaction.
4. Select Add New On Entry if you want your Sage 200 users to create a new Value when adding the code to an account, order or stock transaction.
5. To enter the values to use with this analysis code, click Add in the Values section.
6. Enter the relevant value on the new blank line.

7. Select Default for this value to be used as the default for this code.

8. To save the analysis code, click Save.

Amend an analysis code

You can change an analysis code. However, if you have already used the analysis code, the existing set of values will still be applied to the code. For example, you change the analysis code Region to Sales Person. If you report on any archived data, your report will show Sales Person; South East etc.

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

1. Select the code that you want to change.
2. Enter the new Name.
3. Click Save to confirm the changes.

Amend a value

If required, you can change a value on analysis code.

The original value remains on the transactions, customer accounts and supplier accounts where it has been used. The value will no longer in appear in the drop-down list for the report criteria. To sort your Sage 200 data by the original value, you can type the value on the report criteria.

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

1. Select the Value that you want to change.
2. Enter the new value.
3. Click Save to confirm the changes.

Delete an analysis code

You can delete an analysis code. We do not recommend this, unless the analysis code has never been used in Sage 200.

You cannot delete a value if the analysis code is still used in a module. You must remove the code from the module first.

Once an analysis code has been deleted, you cannot use it as a criteria on any reports, even if it exists in your archived data.

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

1. Select the code that you want to delete.
2. Click Delete.
3. Click Save to confirm the changes.

Delete a value

You can delete a value if it is no longer required.

The value remains on transactions, customer accounts and supplier accounts where it has been used. The value will no longer appear in the drop-down list for the report criteria. To sort your Sage 200 data by the original value, you can type the value on the report criteria.

Open: Accounting System Manager > Settings > Maintain Analysis Codes.

1. Select the Value that you want to delete.
2. Click Delete.
3. Click Save to confirm the changes.

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Useful info

Setting up analysis codes

To set up an analysis code, you must specify the code and its related values.

For each analysis code you can choose to:

• Enter Free Text.

  This allows your Sage 200 users to change the Value when adding the code to an account, order or transaction.

  This can be useful if you use analysis codes to capture information relevant to individual orders, or suppliers and customers. For example, you could enter a reference number provided by a supplier onto an order.

  You can create a blank Value. If Enter Free Text is selected, you can enter the relevant information when required.

  The free text Value is only saved on the record or order it is applied to.

• Add New On Entry.

  This allows Sage 200 users to enter a new Value when adding the code to an order or stock transaction.

  For example, when a new Value is created whilst entering an order, it is saved and the Maintain Analysis Codes window is updated. The new Value is then available for general use.