Analysis details (stock record)

About the Analysis tab

Use the Analysis tab to enter:

Search categories and values.

Use the search categories to find stock items when you do not know the stock item's code.

Search categories and values are set in the product group.

If required, you can create a new search value when creating the stock record.
Default nominal codes.

Default nominal codes are inherited from those set in the product group. They can be overridden on the stock item.

They are the nominal accounts you would expect to use in most instances when stock values are posted to the Nominal Ledger.

Each time the stock item is added to a transaction, the relevant default nominal accounts are displayed.

In the Stock Control module, you can change the displayed nominal accounts when entering stock transactions.

Note: You must have chosen to Integrate with the nominal ledger in the Stock settings.

To change the displayed nominal accounts in the Sales Order Processing and Purchase Order Processing modules, you must have chosen to Allow the amendment of nominal accounts in the SOP and POP settings.

There are four default nominal codes; two for Balance Sheet postings and two for Profit and Loss postings.

The Balance Sheet nominal accounts are:
- Stock: This is the nominal account for stock assets used when recording stock in and out of the system.
- Accrued receipts: This is the liability account used when goods have been received but not invoiced. This type of transaction is recorded in the Purchase Order Processing module.
The Profit and Loss nominal accounts are:
- Revenue: This is the nominal account used to post the value of stock when it is sold.
- Issues: This is the nominal account used to post the value of stock issued.
Legislative information.

Enter this information if you need to produce an Intrastat declaration (also known as SSDIntrastat is the name given to the method of collecting information and producing statistics on the movement of goods between Member States of the European Union (EU). An Intrastat is necessary for VAT registered businesses with a value of despatches of goods to other EC countries or of arrivals of goods from other countries exceeding a threshold. Sage 200 provides the information and reports required to make Intrastat submissions. Intrastat is also known as Supplementary Statistical Declarations (SSDs), Intrastat Supplementary Declarations (ISDs), or Supplementary Declarations (SDs).).

You also specify whether the stock item uses reverse charge VAT rules.
Stocktake cycle.

Use this to specify how often a stock count is required for this item.

Once entered you can see items due for a stocktake on the Stocktake required report.

Analysis settings are not applicable for a phantom item assembled using a bill of materials (BOM).

To enter analysis details

Open: Stock Control > Stock Records > Enter New Stock Item | Analysis.

The search categories displayed are inherited from the product group.

Click in the Search Value column for each category as appropriate and select the required search value from the list displayed.

To create a new category value, click in the Search Value column. At the end of the list click New and enter the new search value name in the add new search value window.

If required, change the displayed Default nominal accounts.

If required, enter the Intrastat declaration details.

Commodity code	Enter the code as in accordance with HM Revenue and Customs or Irish Revenue Commissioners, where applicable.
Weight	Enter the Weight per stock unit. This is used to calculate the total net weight of goods supplied or acquired. This option is necessary when dealing with countries in the EC. In accordance with the HM Revenue & Custom rules for Intrastat submissions, any weights must be recorded in kilograms. Note: If you change the weight after the stock item has been in use, run Update Weights to include the change in BOMs. The change is not included in the BOM automatically.
Use supplementary units.	Select this if you are creating Intrastats for the stock item.
Suppress mass on declaration.	Select this to stop the net mass showing in the declaration. Clear this to show the net mass on your declaration. If you deal with countries in the EC, you would use this option.
Country of origin.	(Ireland only) Enter the country of origin for this stock item.

If required, enter other Legislative information:

Use reverse charge VAT rules

Select this if the stock item is liable for reverse charge VAT.

For more information about reverse charge VAT rules, please see details on the HM Revenue and Customs website (www.hmrc.gov.uk).

WEEE Item

Select this if the stock item is liable to the Waste Electrical and Electronic Equipment directives. This is for reference only.

Accept or amend the Stocktake cycle number of days.