Assigning analysis code to an account code
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This page allows you to assign an analysis and a sub-analysis code to an account code. Tell me more.
Select the “Assign Analysis Code” link under the “Account Based Budget” business component.
The “Assign Analysis Code” page appears.
Enter the following field:
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Account Code |
The code identifying the account to which the analysis code must be assigned (Alphanumeric, 32). The code must be defined in the “Create Operative Chart of Accounts” activity of “Accounting Setup” business component. |
Enter the following fields in the “Search Criteria” group box to search for the analysis and the sub analysis code:
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Analysis Code From |
The starting code in the range of analysis codes that you want to retrieve (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the analysis codes and sub analysis code combination that have analysis codes similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves all the analysis codes till the code specified in the “To” field. |
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To |
The ending code in the range of analysis codes that you want to retrieve (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the analysis codes and sub analysis code combination that have analysis codes similar to the value entered here. The code entered here must be after the code entered in the “Analysis Code From” field. |
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If this field is left blank and the “Analysis Code From” field is entered, then the system retrieves the analysis codes and sub analysis code combination starting from the code specified in the “Analysis Code From” field |
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Sub Analysis Code From |
The starting code in the range of sub-analysis codes that you want to retrieve (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character.The system retrieves all the analysis and sub-analysis codes combinations that have sub-analysis codes similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves all the analysis and sub-analysis code combinations till the code specified in the “To” field. |
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To |
The ending code in the range of sub-analysis codes that you want to retrieve (Alphanumeric, 5). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the analysis and sub-analysis code combinations that have sub-analysis codes similar to the value entered here. The code entered here must be after the code entered in the “Sub Analysis Code From” field. |
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If this field is left blank and the “Sub Analysis Code From” field is entered, then the system retrieves all the analysis codes and sub-analysis code combinations from the sub-analysis code specified in the “Sub Analysis Code From” field. |
Note: The analysis and sub analysis code mapping must exists.
Click the “Search” pushbutton to retrieve the analysis and the sub analysis details.
The system displays the following in the “Analysis Details” multiline based on the search criteria entered:
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Analysis Code |
The code identifying the analysis. |
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Description |
The description of the analysis code. |
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Sub Analysis Code |
The code identifying the sub analysis. |
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Description |
The description of the sub analysis code. |
Enter the following field:
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Default Analysis Code |
Use the drop-down list to set the analysis code in which the transaction amount must be posted by default. You can select from “Yes” or “No”. The system displays “No” by default. |
Note: You can set only one analysis code for the account code by default.
Click the “Assign Analysis Code” pushbutton to assign the analysis code.
The system assigns the analysis code / sub-analysis code to an account code
