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Analysis codes are extra pieces of information that you can associate with your customer 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 customer accounts. For example, if you want a breakdown of your sales 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 Sales Ledger.
Once you have selected the analysis codes that you want to use in the Sales Ledger, you apply the relevant Values to your customer accounts.
Open: Sales 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 customer account, as criteria on Sales Ledger reports and as a column label in workspaces.
For example, if you change the Region field label to Sales region, the report criteria shows as Sales region on the Sales Ledger reports.
Select Mandatory if all your customer 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 customer account without specifying a Value.
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