All our enquiries and record lists share the same screens and the same functionality for consistency purposes. For more information on the layout and functionality of the screen, please refer to The Sales Transactions Enquiry screen article.
Sales Analysis Records have a dual purpose, they contain the Nominal Ledger accounts to which the double entry for the Sales and Purchase transactions will be posted and they provide automatic analysis of your Sales and Purchases, which is stored in the database and is instantly available through enquiries and reports.
You can view all transactions that have been posted to a specific analysis record through the Sales Analysis Transactions enquiry.
To narrow down your search, you an use the Advanced Filter panel or you can filter on all of the columns by pointing to the column label and clicking on the
icon to open the filter window.
Analysis Records should be designed in conjunction with the Nominal Accounts to which they will be posted. You should try to use the Analysis records to obtain your analysis and not increase the number of Nominal Ledger accounts more than is necessary.
Good design will make for an efficient reporting system; the time required to run many of the important Financial reports will be increased as you increase the number of Nominal Ledger accounts.
The Sales Analysis Transactions enquiry provides a list of all transaction details that have been posted through the sales ledger transactions.
On the Sales Analysis Transactions enquiry, you can view the detail part of a transaction only, without the header information.
For valid analysis codes within the Sales Ledger or Debtors module, please refer to valid analysis codes article.