Difference between revisions of "Creating a new account analysis code"
From Catalyst
(→See also) |
Tim Laundon (talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | {{ | + | {{Review}} |
== Summary == | == Summary == | ||
| − | This article explains how to add analysis codes and apply them to an account code. | + | 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|Systems\Accounts|{{SL}}|Customer File Maintenance|}}. | + | 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. | * This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button. | ||
{{Tip|title=Tip|text= Or you can type in a part of a name or account code or description to find an existing code.}} | {{Tip|title=Tip|text= Or you can type in a part of a name or account code or description to find an existing code.}} | ||
| Line 11: | Line 11: | ||
* Click on one of the {{DataPrompt|Analysis}} code boxes. | * Click on one of the {{DataPrompt|Analysis}} code boxes. | ||
* Type a 1 Character code in capitals that relates to the status you require. | * Type a 1 Character code in capitals that relates to the status you require. | ||
| − | * Press {{KeyPress|S-F10}}. This will take you to the {{DataPrompt| | + | {{Tip|title=Tip|You can also use a number from 0-9.}} |
| + | * Press {{KeyPress|S-F10}}. This will take you to the {{DataPrompt|Analysis Amendment}}. | ||
* Type in a {{DataValue|Description}} for the {{DataValue|Analysis code}}. | * Type in a {{DataValue|Description}} for the {{DataValue|Analysis code}}. | ||
* Press {{KeyPress|Esc}} and click {{Button|Accept}}. | * Press {{KeyPress|Esc}} and click {{Button|Accept}}. | ||
Revision as of 10:16, 8 August 2013
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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.
 | Tip: 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.
- Type a 1 Character code in capitals that relates to the status you require.
| Tip: You can also use a number from 0-9. |
- Press <Shift+F10>. This will take you to the "Analysis Amendment".
- Type in a 'Description' for the 'Analysis code'.
- Press <Esc> and click [Accept].
See also
- Getting Started - Accounts
- Getting Started - Report Generator
- 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
