Creating a new account analysis code

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.

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.

Tip: 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].

Note:  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.

• You will now be able to use this code on the relevant customers and produce reports and other documents using this code.

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

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Keywords AND Misspellings

analysis, code, search, acc, account, sales, purchase, reporting