Analysis codes (EST Record)

Open: Estimating > Records > Enter New Estimate - Full | Analysis Codes.

Enter up to five analysis codesAnalysis codes are used in accounts modules to indicate common sales or purchase accounts. Assigning an analysis code to a sales or purchase account allows you to group transactions for payment or for reporting purposes.You can attach up to 20 different analysis codes for reporting purposes. Analysis codes are used in manufacturing modules for analysing and reporting on BOMs, estimates and works orders. For example, you might want to analyse your estimates by industry type and area; so you would set up analysis codes, Industry Type and Area. for the estimate. You can use these for custom reporting.
To continue entering estimate information, select Drawings.
To save your Estimate Details, click Save.