Difference between revisions of "How do I create analysis codes?"
(Created page with "{{Review}} == Summary == This article explains how to create analysis codes in Platinum. == More Information == Analysis codes are single character codes with a thirty charac...") |
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Each code is a separate and distinct field. | Each code is a separate and distinct field. | ||
| − | They can be set up in a number of possible ways depending on the module in which you are using them. | + | They can be set up in a number of possible ways depending on the module in which you are using them. |
Examples of how they could be set up in a couple of the modules listed are: | Examples of how they could be set up in a couple of the modules listed are: | ||
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=== Create-as-you-go === | === Create-as-you-go === | ||
| − | If you are on an {{DataPrompt|Analysis Code}} field, you can create one by pressing {{KeyPress|S-F10}}. | + | If you are on an {{DataPrompt|Analysis Code}} field, you can create one by pressing {{KeyPress|S-F10}}. |
* Enter a single character as the code itself. This can be upper and lower case letters, numbers or symbols. | * Enter a single character as the code itself. This can be upper and lower case letters, numbers or symbols. | ||
* Enter the {{DataPrompt|Description}} of the code. You have thirty characters. | * Enter the {{DataPrompt|Description}} of the code. You have thirty characters. | ||
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* Create the codes as described above. | * Create the codes as described above. | ||
| − | == Using Analysis Codes === | + | == Using Analysis Codes = == |
| − | They can be used in reporting, document formats or certain areas of the software to define a range of items to be included in a specific process or report. | + | They can be used in reporting, document formats or certain areas of the software to define a range of items to be included in a specific process or report. |
== See also == | == See also == | ||
Revision as of 06:28, 19 December 2019
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to create analysis codes in Platinum.
More Information
Analysis codes are single character codes with a thirty character description that can be created and used in a number of areas including Sales Ledger customers, Purchase Ledger suppliers, Stock Control stock codes, Stock Control depots and Unit Sales units. Each code is a separate and distinct field.
They can be set up in a number of possible ways depending on the module in which you are using them.
Examples of how they could be set up in a couple of the modules listed are:
Customers
- Salesperson
- Payment Terms
- Geographical area
- Statement required and by what method
Stock Codes
- Department
- Pricing
Units
- Stocking Plan Type
- Stocking Plan Payment Terms
These are just some examples of how they could be used.
Creating Codes
To create analysis codes in the different areas, use the following methods.
Create-as-you-go
If you are on an "Analysis Code" field, you can create one by pressing <Shift+F10>.
- Enter a single character as the code itself. This can be upper and lower case letters, numbers or symbols.
- Enter the "Description" of the code. You have thirty characters.
- Press <Esc> and accept the code.
Create by Module
If you want to take a more organised approach to creating the "Analysis Codes", then follow this procedure.
- Go to " Reports & Settings Maintenance Options System Administrator Module Settings" for the appropriate module - Sales Ledger for customers, Stock Control for Stock, Unit Sales for units and so on.
- Choose the " Analysis" option from the relevant menu.
- You are presented with an option for each "Analysis Code" position.
- Create the codes as described above.
Using Analysis Codes =
They can be used in reporting, document formats or certain areas of the software to define a range of items to be included in a specific process or report.
See also
