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What are Analysis Codes (#ANLWAC01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20080623 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What are Analysis Codes?

Analysis Codes are used to identify the different Charges and Receipts a company would use. For example, 'charge' analysis codes might be Rental Fee, Deposit, Scissors, Box, Wrapping Paper, Rope and other items that are 'charged' out to your Customer. 'Receipt' analysis codes might be Cheque, Cash, Online Payment, Credit Card and other methods or 'receipting' payments from your Customers.

 

How do I view / add / edit / delete Analysis Codes?

You can access the Analysis Code screen via Maintenance, then Analysis Codes. Use this screen to view analysis codes; buttons are provided for creating new codes, etc. More on adding / editing Analysis Codes: #ANLADET01, or deleting Analysis Codes: #ANLDEL01.

 

Are there any special or reserved Analysis Codes?

Yes. More info is available here: #ANLRAC01.

 

I use MultiView. How can I "copy" analysis codes from one site to another?

Tools are provided on the Analysis Code screen (via Maintenance, then Analysis Codes) to copy codes from one site to another. More on replicating Analysis Codes to other sites: #MVCRAC01.

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