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Reserved Analysis Codes & Sort Orders (#ANLRAC01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20150714 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What are the reserved / special Analysis Codes?

Particular analysis codes are reserved for system requirements. Using alternate codes can result in severe system problems including items not being charged, billed, reported and receipted correctly.

  • 'RF' is reserved for Rental Fee
  • 'CA' is reserved for Cash (a requirement for the Amount Tendered function; more on this: #CUSAMTTND01)
  • 'CH' is reserved for Cheque
  • 'DP' is reserved for Deposit (more on charging deposits: #CUSCHGDEP01)
  • 'LF' is reserved for Late Fee (more on tracking waived late fees: #CUSTWLF01)
  • 'IN' is reserved for Insurance
  • 'GF' is reserved for a Gate Fee (nb. in StorMan v8 and higher you can charge a fee each time someone enters at the gate)
  • 'CRD' is reserved for deposits relating to swipe cards / FOBs / keys or any other Access Control System key cards that you may charge for

 

What are the reserved / special Sort Orders?

Particular sort order numbers are reserved for system requirements. Using alternate sort order numbers can result in severe system problems including items not being charged, billed, reported and receipted correctly.

Please note that these sort order rules only apply to the sort orders for analysis codes - used when editing or adding an Analysis Code (more on adding / editing Analysis Codes: #ANLADET01); they don't apply to other sorting options.

  • Sort order 1 is reserved for RF (Rental Fee)
  • Sort order 2 is reserved for DP (Deposit)
  • Sort order 3 is reserved for LF (Late Fee)
  • Sort orders 4 - 45 (inclusive) can be used for other charges that you may wish to setup
  • Sort orders 51 - 94 (inclusive) can be used for other receipts that you may wish to setup
  • Sort orders 95 - 99 (inclusive) are reserved for bank reconciliation (more on bank account reconciliation: #ACTRBA01)

 

Can the Sort Order affect reports?

Yes - but generally only on your 'Receipt' analysis codes (in other words, for analysis codes that are setup as receipts - not charges). As you can see in the list above, sort orders between 51 - 94 (inclusive) can be used for other receipts that you may wish to setup.

It's important to note that there are only 7 columns on a 'normal' banking report and 10 on an 'extended' banking report. You can choose the display method when you run the banking process (via the 'Use smaller font' option when you run the Banking Report). More info on The Banking Process: #BNKBPR01.

  • Sort orders set to 57 - 94 (inclusive) will appear in the seven-column version of the banking report
  • Sort orders set to 60 - 94 (inclusive) will appear in the ten-column version of the banking report

 

  • Please be aware that in most circumstances, receipt analysis codes can share the same sort order. But this will group the receipt types together on the Banking Report. For example, if you set your 'Cheques' and 'Mastercard Credit Cards' receipt analysis codes to the same sort order, they will appear bundled together on the banking report in the same column.
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