Analysis Code Setup
The analysis code maintenance is used to setup analysis codes for both customers, delivery points and products which are used within the setup of those components.
Whilst this allows you to setup codes and descriptions you can also use this to post to different nominals, by default your system is configured to split postings based on the account manager, if you do not fill those fields in then the default nominals are used.
What can you alter
Codes for
Product
UDF Fields only (these have to be specified at system setup and part of the advanced setup)
Customer
Account Manager
Type
Outlet
Area
Source
Division
Classification
Delivery Addresses
Account Manager
Area
Outlet
Suppliers
UDF Fields only (these have to be specified at system setup and part of the advanced setup)
Adding a new code
Simply goto the next available line and start typing, you only need a code and description.
Stop Using a code
Simply mark the code as archived
What happens if you edit the code
If you modify the code or description then all existing transactions will contain the new code, however two analaysis codes are held on the movement transactions
Account Manager / Type are held against each transaction and only the setup and future movements will contain the new code/description.
Budgets and Targets
There are a number of BI enquiries where you are able to report on budgets and targets achieved, this is generally carried out by sales person or account manager.
To setup the budgets and targets click the button and you will be presented with a form which allows you to enter values
You only need enter sales values to have these appear on the reports, the concept is that you set a target and are checking whether the sales person has achieved the target.
The system is setup to allow you to create for each year, setting the figures and it is designed for monthly or 4 weekly periods which you set through the BI Set Report dates before running the report.