> Set up Sage 200 / Sales Order Processing / Set up analysis codes

Maintain analysis codes (SOP)

About analysis codes

Use this option to select the analysis codes that you want to use for all your sales documents. You can use up to 20 analysis codes in the Sales Order Processing module.

Analysis codes are extra pieces of information that you can associate with sales orders and returns. You can use them to filter your sales orders on reports and workspaces. For example, you could use analysis codes to mark orders obtained by sales staff (for calculating commission), or to group orders to be despatched by a particular method (in a specific van or using a specific delivery route).

Each analysis code has two parts: a Code for the type of information and a set of Values that can be applied to your sales orders and returns. For example, if you want a breakdown of your sales by region, you could create a Region analysis code with Values of South, South West, Midlands.

You set up your analysis codes and values in the Accounting System Manager module.

For each analysis code, you can choose how the value is selected. You can:

Choose whether the value can be changed when the order/ return is entered.

To do this, you must have chosen to allow amendment of analysis codes in the SOP settings Order Entry tab.
Choose whether to use the default values that were set in the customer account.
Choose whether to add the analysis code to related stock transactions for the stock item in the Stock Control module.

Analysis codes are added to the whole order (the header) and to individual lines. You must specify a Value for each relevant code. If an analysis code is not to be used on an order, leave the value blank. If the code has a Default value set in the Accounting System Manager, this value is added to the order or return automatically. If you have selected to use the values from the customer account, these are also added to the order.

More about adding analysis codes to sales documents

The following table shows how analysis codes are used on your sales documents.

Type of sales document	How the analysis codes are applied
Sales Order - Full	Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line, by selecting the Analysis Codes button when adding a line item.
Sales Order - Rapid	Uses the default values on the header and the order line.
Sales Order - Trade	Choose the values for the order header on the Delivery / invoicing tab. Uses the default values on the order line.
Sales Return	Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line by selecting the Analysis Codes button when adding a line item.
Pro-forma Invoice	Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line by selecting the Analysis Codes button when adding a line item.
Quotation	Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line by selecting the Analysis Codes button when adding a line item.
Tax only invoice / credit note	Uses the default values on the header and the order line.

If the analysis code is Mandatory, you will not be able to save the order/return without specifying a value.

To maintain analysis codes

Open: Sales Order Processing > SOP Maintenance > Maintain Analysis Codes.

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

The field label appears as the Analysis Code on the order, as criteria on Sales Order Processing reports and as a column label in workspaces.
Select Mandatory if all of your sales orders will 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.
Click Save to confirm the new analysis codes.
To specify how the analysis code value is selected, click Edit.

Choose from the following options:

Allow analysis code to be amended for each order/return

Select this to allow this analysis codes to be changed when entering an order.

To do this, you must have selected the allow amendment of analysis codes setting in the SOP settings Order Entry tab. You can choose whether analysis codes can be amended on the sales order header, the sales order line, or both.

Get default value from customer code

Select this to use the Value specified as the default in the relevant customer account.

Use the drop-down list to select the analysis code whose default value you want to use.

Use stock item history value for

Select this to include the analysis code in the stock item history.

Click OK.