Dimensions will not let the analysis type be changed if there are already transactions linked to the analysis code. Please create a new analysis code with the new type by following the below steps:
Click the Creditors tab. Click on Analysis. This opens the Analysis Record window along with (depending on user preferences) a list of all your Active Analysis Records, showing the Analysis Code / Description / Debit and Credit and VAT Nominal Updates.
Click Insert to start a new entry.
In the Code field, enter the new Analysis Record Code.This can be a mixture of Numbers and Characters)
In the Description field, enter a friendly name for the new Analysis Record.
Note: Optionally: Sort Key: This can be assigned which can be used for filtering or reporting. Compulsory Costing: When ticked this forces any transaction against this Analysis to use a Project and CostCentre code(s). Updated Landed Costs: This is used for Purchase Order Transaction Detail Lines, for Stock Items flagged as Sub Analysis; which use this Analysis Code to update your Landed Costs details. CIS Taxable: This is used to record taxable costs under the Construction Industry Scheme (CIS). This indicates that tax should be withheld from transactions posted using this Analysis if the Supplier's Tax Status indicates.
Check the Currency. By default the Currency is set to your Default Home Currency of the Database. A different Currency can be used by entering a valid currency code or click the Magnifying Glass icon and select a different currency from the trading currencies list. Note: When an Analysis Record is being edited/inserted, if the Nominal Code has a different currency to that of the Analysis Record a message will display warning you that transactions posted using this code will not update the currency balance or turnover for that Nominal Code with the different currency.
For Nominal Ledger Control Accounts, select the Nominal Ledger system option Allow Analysis Control Accounts to be Any Currency check box a Control Account of a different currency can be selected.
In the Nominal Update Accounts section, enter the Debit, Credit, and VAT Nominal Accounts which are to be updated on the Double-Entry when a transaction is posted against this Analysis Code. Note: Optionally you can also specify Default Cost Centre which will fix the Cost Centre to this code when a transaction is entered against this Analysis Code.
On the Analysis Window you can specify the Analysis Type. The Available Analysis Types are: Purch. Analysis: Used for Invoices and Credit Notes. Discount Analysis: Used for Discounts on Purchase Invoices. Bank Analysis: Used for Receipts/Payments to your Balance Sheet/Bank Accounts. Stock Analysis: Used for Stock Movements/Delivery of Goods Sold.
In the main ribbon, click Save.
If the new Analysis Record is to be the new Default Analysis Code for Purchase Analysis Types, click Default a red pin icon. This switches the old Default Analysis to the newly created Analysis record.
Note: A Dimensions Database can only have one Default Sales Analysis or Purchase Analysis and one Default Bank Analysis (one for Sales Ledger and one for Purchase Ledger).