How do I create analysis codes?
Contents
Summary
This article explains how to create analysis codes in Platinum.
More Information
Analysis codes are single character codes with a thirty character description that can be created and used in a number of areas including Sales Ledger customers, Purchase Ledger suppliers, Stock Control stock codes, Stock Control depots and Unit Sales units. Each code is a separate and distinct field.
They can be set up in a number of possible ways depending on the module in which you are using them.
Examples of how they could be set up in a couple of the modules listed are:
Customers
- Salesperson
- Payment Terms
- Geographical area
- Statement required and by what method
Stock Codes
- Department
- Pricing
Units
- Stocking Plan Type
- Stocking Plan Payment Terms
These are just some examples of how they could be used.
Creating Codes
To create analysis codes in the different areas, use the following methods.
Create-as-you-go
If you are on an "Analysis Code" field, you can create one by pressing <Shift+F10>.
- Enter a single character as the code itself. This can be upper and lower case letters, numbers or symbols.
- Enter the "Description" of the code. You have thirty characters.
- Press <Esc> and accept the code.
Create by Module
If you want to take a more organised approach to creating the "Analysis Codes", then follow this procedure.
- Go to " Reports & Settings Maintenance Options System Administrator Module Settings" for the appropriate module - Sales Ledger for customers, Stock Control for Stock, Unit Sales for units and so on.
- Choose the " Analysis" option from the relevant menu.
- You are presented with an option for each "Analysis Code" position.
- Create the codes as described above.
Using Analysis Codes =
They can be used in reporting, document formats or certain areas of the software to define a range of items to be included in a specific process or report.
See also
