Assign Analysis Code – A summary of the activity

 Any transaction for the account code will also be posted to the analysis and sub-analysis code assigned to it. Refer Example. This posting will help you analyze the income and expenditure for the account.

You can enter the account code for which you want to assign analysis and sub-analysis codes. This page also allows you to carry out a search by specifying the analysis and sub-analysis codes that you want to retrieve. The system retrieves the analysis codes based on the search criteria entered. You can map an analysis code and sub-analysis code to different account codes. You can also set the analysis code that must be used as default for the account code during transactions.

Example

What you can do in this activity

Mapping multiple analysis / sub-analysis codes to an account code

Set default analysis code for transactions

Mapping multiple analysis / sub-analysis codes to an account code

You can map a combination of analysis and sub-analysis codes to an account code. You can also map an individual analysis code to an account code. This mapping will enable you to easily analyze the income and expenditure details for that particular account.

• Go to “Assign Analysis Code” page.

• Retrieve analysis, sub-analysis codes and assign it to the account code.

Set default analysis code for transactions

You can set the analysis code that must be used as default during a transaction. The system would post the transaction amount in the default analysis code till it is modified.

• Go to “Assign Analysis Code” page.

• Set an analysis code as default analysis code.