Difference between revisions of "Creating a new account analysis code"
From Catalyst
Tim Laundon (talk | contribs) |
(Bulk update) |
||
| (13 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
| − | |||
== Summary == | == Summary == | ||
This article explains how to add analysis codes and apply them to an account code. This allows for more detailed reporting. | This article explains how to add analysis codes and apply them to an account code. This allows for more detailed reporting. | ||
== More Information == | == More Information == | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}} or {{Menu|{{PL}}|Supplier File Maintenance|Add or Edit Suppliers}}. |
| − | * This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button| | + | * This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|Add}} button if you want to create a new customer. |
| − | {{ | + | {{Tip|text=You can type in a part of a name or account code or description to find an existing code.}} |
| − | * Click on the {{Tab|Groups\Analysis}} | + | * Click on the {{Tab|Groups\Analysis}} tab. |
* Click on one of the {{DataPrompt|Analysis}} code boxes. | * Click on one of the {{DataPrompt|Analysis}} code boxes. | ||
| − | * Type a 1 Character code | + | {{Note|text=The box that you choose is significant. You can have the same character in more than one box meaning different things. For example, a code of {{DataValue|A}} in {{DataPrompt|Analysis Code 1}} could signify Salesperson A. Having a code of {{DataValue|A}} in {{DataPrompt|Analysis Code 2}} could signify Sales Area A.}} |
| − | {{Tip| | + | * Type a 1 Character code. |
| + | {{Tip|text=You can use a letter or a number here, but it must be just a single character.}} | ||
* Press {{KeyPress|S-F10}}. This will take you to the {{DataPrompt|Analysis Amendment}}. | * Press {{KeyPress|S-F10}}. This will take you to the {{DataPrompt|Analysis Amendment}}. | ||
| − | * Type | + | * Type a {{DataValue|Description}} for the {{DataValue|Analysis Code}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and click {{Button|Accept}}. |
| + | * You will now be able to use this code on the relevant customers and produce reports and other documents using this code. | ||
== See also == | == See also == | ||
| − | + | * [[Creating a new stock analysis code]] | |
| − | + | * [[Creating a unit analysis code]] | |
| − | * [[Creating a | + | * [[Creating a new customer or supplier]] |
| − | * [[Creating a | + | * [[Setting up an account status]] |
| − | + | * [[Applying customer or supplier groups]] | |
| − | * [[Creating a | ||
| − | * [[Setting up an | ||
| − | |||
| − | * [[Applying | ||
| − | {{KB_Tags|analysis, code, search, acc, account, sales, purchase, reporting}} | + | {{KB_Tags|analysis, code, search, acc, account, sales, purchase, reporting}} |
| − | {{ | + | {{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 06:28, 15 January 2019
Summary
This article explains how to add analysis codes and apply them to an account code. This allows for more detailed reporting.
More Information
Go to " Sales Ledger Customer File Maintenance Add or Edit Customers" or " Purchase Ledger Supplier File Maintenance Add or Edit Suppliers".
- This will take you to a search screen. Press <F6> or click the [Add] button if you want to create a new customer.
 | You can type in a part of a name or account code or description to find an existing code. |
- Click on the [Groups\Analysis] tab.
- Click on one of the "Analysis" code boxes.
 | The box that you choose is significant. You can have the same character in more than one box meaning different things. For example, a code of 'A' in "Analysis Code 1" could signify Salesperson A. Having a code of 'A' in "Analysis Code 2" could signify Sales Area A. |
- Type a 1 Character code.
| You can use a letter or a number here, but it must be just a single character. |
- Press <Shift+F10>. This will take you to the "Analysis Amendment".
- Type a 'Description' for the 'Analysis Code'.
- Press <Esc> and click [Accept].
- You will now be able to use this code on the relevant customers and produce reports and other documents using this code.
See also
- Creating a new stock analysis code
- Creating a unit analysis code
- Creating a new customer or supplier
- Setting up an account status
- Applying customer or supplier groups
