Difference between revisions of "Creating a new account analysis code"
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== More Information == | == More Information == | ||
| − | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}} | + | Go to {{Menu|{{SL}}|Customer File Maintenance|Add or Edit Customers}} or {{Menu|{{PL}}|Supplier File Maintenance|Add or Edit Suppliers}}. |
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* 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. | * 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.}} | {{Tip|text=You can type in a part of a name or account code or description to find an existing code.}} | ||
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* [[Creating a unit analysis code]] | * [[Creating a unit analysis code]] | ||
* [[Creating a new customer or supplier]] | * [[Creating a new customer or supplier]] | ||
| − | * [[Setting up an | + | * [[Setting up an account status]] |
| − | * [[Applying | + | * [[Applying customer or supplier groups]] |
{{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}} | {{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
