In Sage 200 v2010 and later, the analysis code functionality has changed. In earlier versions, if an analysis value was amended, all customers and suppliers with that analysis value were updated; in v2010, they aren't. This enhancement restores and extends the old functionality.
In Sage 200 v2010, if a salesperson's name changes (for example, they leave and are replaced), each customer linked to that person needs to be updated manually. This enhancement will allow changed analysis values to be automatically updated. When an analysis value is amended, all the relevant records may be updated:
The tick-boxes will indicate where each analysis code is used, and may be un-ticked if the old analysis value should be kept.
For example, if a sales person leaves and is replaced, it would normally be sensible to update as follows:
- Customers: Yes - so all the customers are transferred to the new salesperson
- SOP Live: Yes - move all live orders to the new salesperson
- SOP History: No - retain the original salesperson's name on historical data
- Stock History: No - retain the original salesperson's name on historical data
- Suppliers and POP: N/A
Note: this enhancement requires "Scripting enabled"