Maintain analysis codes (Sales Ledger)
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 Accounting System Manager. 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.
To maintain your Sales Ledger analysis codes
Open: Sales Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes.
- Select a blank row in the Name column. Select a code from the drop-down list.
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If required, enter a different Field Label.
The field label appears as the Analysis Code in the account, as criteria on 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.
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Select Mandatory if all your accounts must use this analysis code. This means you cannot save an account without specifying a Value.
To make a code Mandatory, you must have specified a default value for this analysis code the Maintain Analysis Codes screen (Accounting System Manager > Settings > Maintain Analysis Codes).
- Select Save.