Analysis codes

Analysis Codes provide you with additional ways to sort and report on your Sage 200 data. You can produce reports using the analysis code as reporting criteria. You can also filter data in your workspaces using analysis codes.

An analysis code has two parts:

Code

The analysis code is the type of analysis you want to use.

For example, if you want a breakdown of your sales by region, you create a code of Region.

Value

This is where you specify how you want to analyse the data.

For example, if you have created an analysis code of Region, the values could be South East, South West, Midlands, Wales.

The analysis codes can be used in several Sage 200 modules. Once you have set the Code and the Value in the Accounting System Manager module, you can decide which modules to apply it to.

The analysis codes can be used in the following modules:

Module	Where analysis codes are applied
Sales Ledger	Customer accounts
Purchase Ledger	Supplier accounts
Sales Order Processing	Sales orders and returns Quotations Pro-forma invoices Tax only invoices and credit notes
Purchase Order Processing	Purchase orders and returns
Stock Control	Stock transactions
Bill of Materials	BOMs
Manufacturing	BOMs Estimates One-off Works Orders Batch Works Orders

Module

Where analysis codes are applied

Sales Ledger

Customer accounts

Purchase Ledger

Supplier accounts

Sales Order Processing

Sales orders and returns

Quotations

Pro-forma invoices

Tax only invoices and credit notes

Purchase Order Processing

Purchase orders and returns

Stock Control

Stock transactions

Bill of Materials

BOMs

Manufacturing

BOMs

Estimates

One-off Works Orders

Batch Works Orders

Examples of using analysis codes

Scenario One

You have several different departments. Each department has its own budget to spend.

When purchase orders and returns are entered, an analysis code is added to indicate the department that has requested the goods. Periodically, you produce a report to see whether various departments have exceeded their budget.

Create an analysis code of Department in Accounting System Manager.
Add each department as a Value, e.g. Sales, Accounts, Personnel.
In the Purchase Order Processing module, add the Department analysis code to the list of analysis codes that can be used on purchase orders and returns.
When a purchase order or return is entered, select the relevant department Value. This can be on the header if the whole order applies to the same department. Alternatively it can be per line if the order relates to different departments.
Produce the Orders and Returns report, to see whether the various departments have exceeded their budget.

Scenario Two

Your sales teams are set up by region, sales manager and then individual sales people. Each area manager is responsible for all of the customers in a region.

When sales orders are entered, analysis codes are added to the order to indicate the region, sales manager and sales person responsible for the order. Periodically, the area manager views the total sales by sales manager and by sales person to check the monthly target is going to be met.

In Accounting System Manager, create the following analysis codes: Region, Sales Manager, and Sales Person.
Add each region, sales manager and sales person as a value. For example:
- Region - North, West.
- Sales Manager - John Smith, Joe Bloggs.
- Sales Person - Tom, Harry.
In the Sales Ledger, add the Region analysis code to the list of codes that can be used on customer accounts.
Choose to make the code Mandatory. This makes sure a customer account cannot be created without a specified Region.
For each customer account, select the relevant Region value.
In the Sales Order Processing module, add the Region, Sales Manager and Sales Person analysis codes.
Set the Region code to Get default value from the customer account. This makes sure the correct region is selected for the customer when the order is entered.
When a sales order or return is entered, select the relevant sales manager and sales person. The region will be selected by default.
Filter the Sales Document workspace by Region, Sales Manager and Sales Person.