Maintaining Analysis Fields
CUSTADMIN access only
Analysis fields (previously User Fields) are a set of fields available within a ledger used to record additional information that is relevant to the type of account. For example, for cost centre accounts, there are three user fields that can be used to record purchase order approvers.
As analysis fields are used to provide additional information, they can be added or removed as required. It is also possible to create new analysis fields to record specific information required by your establishment/organisation, which can then be reported on or used in a calculation.
The most common analysis field is PO Approval Levels, available on the Cost Centre ledgers
Maintaining analysis fields consists of the following:
Editing an Existing Analysis Field
Creating an Analysis Field
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Select Maintenance, then select Analysis Fields from the menu.
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The Analysis Field Maintenance window is displayed. To add a new analysis field, select ADD NEW, then select ANALYSIS FIELD.
If the new analysis field has the same settings applied to an existing analysis field, you can copy the existing analysis field to create the new analysis field. On the Analysis Field Maintenance window, select the analysis field you want to copy from the left-hand panel, select ADD NEW, then select ANALYSIS FIELD (COPY). -
A <New item> is displayed in the left-hand panel and is automatically selected. Enter a title for the analysis field (limited to 40 characters) in Title.
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Next, select the type of data to be recorded in the field. Select an option from the Type drop-down list.
If a lookup has been selected for the analysis field type e.g. Account from Ledger, Key List etc. select an applicable key list or ledger from Key list or Ledger, then add a suitable description, clearly identifying the purpose of the analysis field. To select a key list or ledger, select Drill (...) in the applicable field, then double-select to select the required option from the dialog displayed.
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Next, if required, to provide additional information about the purpose of the analysis field, enter the details in Description, then select SAVE.
Editing an Existing Analysis Field
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Select Maintenance, then select Analysis Fields from the menu.
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The Analysis Field Maintenance window is displayed. Select the required analysis you want to edit from the left-hand panel, then select EDIT.
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If a field remains greyed out you are unable to change the details. Amend the fields or add the additional values required, then select SAVE.