Maintain analysis codes (ASM)

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.

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.

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

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.

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

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.

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

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 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.

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