Analysis codes are extra pieces of information you can associate with your supplier accounts. You can use the analysis codes to sort data on your reports or to filter data in your workspaces.
Each analysis code has a set of Values that are applied to your supplier accounts. For example, if you want a breakdown of your purchases by region, you could create a Region analysis code with Values of South, South West, Midlands.
You set up your analysis codes and values in the Accounting System Manager module. You then select up to 20 codes that you want to use in the Purchase Ledger.
Once you have selected the analysis codes that you want to use, you apply the relevant values to your supplier accounts Trading tab.
Open: Purchase Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes.
If required, enter a different Field Label.
The field label appears as the Analysis Code in the supplier account, as criteria on Purchase Ledger reports, and as a column label in workspaces.
For example, if you change the Account Manager field label to Supplier Account Manager the report criteria shows as Supplier Account Manager on the Purchase Ledger reports.
Select Mandatory if all your supplier accounts must use this analysis code.
To make a code Mandatory, you must have specified a default value for this analysis code in the Accounting System Manager.
If a code is Mandatory, you cannot save a supplier account without specifying a value.