Maintain analysis codes (Sales Ledger)

To maintain your Sales Ledger analysis codes

Open: Sales Ledger > Utilities > Ledger Set Up > Maintain Analysis Codes.

1. Select a blank row in the Name column. Select a code from the drop-down list.

2. 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.

3. 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).

4. Select Save.