> Set up Sage 200 / Customers / Analysis codes

Maintain analysis codes (Sales Ledger)

To maintain your Sales Ledger analysis codes

Open: Sales Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes.

  1. Select a blank row in the Analysis Code column. Select a code from the drop-down list.
  2. If required, enter a different Field Label.

    The field label appears as the Analysis Code in the customer account, as criteria on Sales Ledger reports and as a column label in workspaces.

    For example, if you change the Region field label to Sales region, the report criteria shows as Sales region on the Sales Ledger reports.

  3. Select Mandatory if all your customer accounts must use this analysis code.

    To make a code Mandatory, you must have specified a default value for this analysis code in the Accounting System Manager.

    If a code is Mandatory, you cannot save a customer account without specifying a Value.

  4. Click Save.

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