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

Maintain analysis codes (SOP)

To maintain analysis codes

Open: Sales Order Processing > SOP Maintenance > 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 on the order, as criteria on Sales Order Processing reports and as a column label in workspaces.

  3. 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.

  4. Click Save to confirm the new analysis codes.
  5. To specify how the analysis code value is selected, click Edit.
  6. 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.

  7. Click OK.

Go to top