Difference between revisions of "Creating a new account analysis code"
From Catalyst
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* 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}}. | ||
| − | * 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. | * You will now be able to use this code on the relevant customers and produce reports and other documents using this code. | ||
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* [[Applying Account Groups]] | * [[Applying Account 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}} |
Revision as of 12:14, 21 December 2018
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". For Purchase Ledger, go to " 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 Vehicle Analysis Code
- Creating a New Customer/Supplier
- Setting up an Account status
- Applying Account Groups
