Use this option to select the analysis codes that you want to use for all your purchase documents. You can use up to 20 analysis codes in the Purchase Order Processing module.
Analysis codes are extra pieces of information that you can associate with purchase orders and returns. You can use them to filter your purchase orders on reports and workspaces. For example, you could use analysis codes to specify which department has requested the goods.
Each analysis code has two parts: a Code for the type of information and a set of Values that can be applied to your purchase orders and returns. For example, a Department analysis code could have a set of values; Sales, Finance and Personnel.
You set up your analysis codes and values in the Accounting System Manager module.
For each analysis code, you can choose how the value is selected: You can:
Choose whether the value can be changed when the order/ return is entered.
To do this, you must have chosen to chosen to allow amendment of analysis codes in the POP settings.
Analysis codes are added to the whole order (the header) and to individual lines. You must specify a Value for each relevant analysis code. If an analysis code is not to be used on an order, leave the value blank. If the code has a Default value set in the Accounting System Manager, this value is added automatically to the order or return automatically. If you have selected to use the values from the supplier account, these are also added to the order.
The following table explains how analysis codes are used on your purchase documents.
|
Type of purchase document |
How analysis codes are applied |
|---|---|
|
Purchase Order |
Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line, by selecting the Analysis Codes button when adding a line item. |
| Generate Orders |
Uses default values on the header and the order line. |
| Purchase Return |
Choose the values for the order header on the Delivery / invoicing tab. Choose the values for the order line by selecting the Analysis Codes button when adding a line item. |
If the analysis code is Mandatory, you will not be able to save the order/return without specifying a value.
Open: Purchase Order Processing > POP Maintenance > Maintain Analysis Codes.
If required, enter a different Field Label.
The field label appears as the analysis code on the order, as criteria on Purchase Order Processing reports and as a column label in workspaces.
To specify how the analysis code value is selected, click Edit.
Choose from the following options:
|
Allow analysis code to be amended for each order/return |
Select this to allow this analysis codes to be changed when entering an order. To do this, you must have selected the allow amendment of analysis codes settings. You can choose whether analysis codes can be amended on the purchase order header, the purchase order line, or both. |
|
Get default value from customer code |
Select this to use the Value specified in the relevant supplier account. Use the drop-down list to select the analysis code, whose value you want to use. |
|
Use stock item history value for |
Select this to include the analysis code in the stock item history. |