Difference between revisions of "Creating a new account analysis code"
From Catalyst
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Go to {{Menu|Systems\Accounts|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | Go to {{Menu|Systems\Accounts|{{SL}}|Customer File Maintenance|Add or Edit Customers}}. | ||
* This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button if you want to create a new customer. | * This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button if you want to create a new customer. | ||
| − | {{ | + | {{Tip|text=Or 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}} Tab. | * 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. | ||
| − | {{ | + | {{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.}} |
* Type a 1 Character code. | * Type a 1 Character code. | ||
| − | {{Tip| | + | {{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 a {{DataValue|Description}} for the {{DataValue|Analysis Code}}. | * Type a {{DataValue|Description}} for the {{DataValue|Analysis Code}}. | ||
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== See also == | == See also == | ||
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* [[Creating a New Stock Analysis Code]] | * [[Creating a New Stock Analysis Code]] | ||
* [[Creating a Vehicle Analysis Code]] | * [[Creating a Vehicle Analysis Code]] | ||
Revision as of 15:24, 12 September 2013
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 " Systems\Accounts Sales Ledger Customer File Maintenance Add or Edit Customers".
- This will take you to a search screen. Press <F6> or click the [New] button if you want to create a new customer.
 | Or 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 Vehicle Analysis Code
- How do I Find a Customer?
- Creating a New Customer/Supplier
- Setting up an Account status
- How do I set up a Customer on Stop?
- Applying Account Groups
