NOTE: The Supplier Analysis menu nodes display on the Code Setup menu as 'Supplier Analysis 'n' unless they have been labelled in SUPPLIERANALYSIS1-6 (6 Fields), (All Users)

Using these codes in Suppliers (Creditors) enables reporting to be selectively based on them. The analysis codes can be used in a wide variety of standard booking reports as well as in the Excel based analysis reports.

Labels for the six Creditor Analysis fields. Once set, these field labels are available in Code Setup > Creditors > Analysis Fields for the definition of data in the Creditor analysis tables. This data is then able to be set against Creditors/Details/Analysis tab.

Create a Creditor (Supplier) Analysis Code

The following procedure uses Supplier Analysis 1-6, however users may have different Creditor Analysis field headings based on organisational requirements of this field.

1. Select menu Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. Select menu Code Setup > Creditor > Analysis 1 to 6.

   1. Click the Code Setup menu to expand it:

      

   2. Click the Creditor menu option to expand it:

      

   3. Click the Analysis Field to open the Analysis Field screen (in this example we are using Analysis 1, which has been renamed as Supplier Type)

      

3. On the Analysis 1 (Supplier Type) screen, if the code that you want is not already in the list, click Insert.

   This is an example list, it is not a requirement to insert Supplier Type as Analysis 1 with the codes below noted.

   

4. On the Analysis 1 (Supplier Type) screen, enter a Code for the analysis code and a Description.

   

5. Review the completed screen.

   

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

NOTE: After clicking Save, the screen clears, ready for another Analysis Code - continue adding Analysis Codes or click Exit to close the screen.

Code

A 2 character code for Analysis 1 code.

Description

A descriptive field to describe the Analysis code. This field can be up to 40 characters.

Once the above procedure has been completed users will be able to select Analysis Codes for the applicable Analysis fields.