The Analysis capabilities are very comprehensive, as you can Analyse at many levels within the system. This flexibility can cause unexpected results, as one setting may take precedence over another, which is in turn overridden by another.

For this reason, it is sensible to start using the defaults (normal Analysis Codes being attached to Detail lines), and from there set up and test other Analyses that you require.

Similarly if everyone can make changes and set Analysis requirements, the results are likely to be unpredictable - for this reason we suggest that ONE person only controls all Analysis settings, in this way, one change at a time can be made and recorded, and the results carefully checked to ensure that they are correct, and not overruled by another setting elsewhere.

The primary factor in determining the Analysis results is whether Home or Currency is involved.

Then the results depend on the unit being used - the general rules are:

If a Customer default Analysis has been entered, then the Customer default Analysis will be used.

Otherwise the Sales Ledger default Analysis will be used.

If a Customer default Analysis has been entered, and the Transaction Currency is the same as the Customer’s default Currency, then the Customer default Analysis will be used:

Otherwise the Transaction Currency default Analysis will be used.

If a Customer default Analysis has NOT been entered, then the Transaction Currency default Analysis will be used.

If a Supplier default Analysis has been entered, then the Supplier default Analysis will be used.

Otherwise the Purchase Ledger default Analysis will be used.

If a Supplier default Analysis has been entered, and the Transaction Currency is the same as the Supplier’s default Currency, then the Supplier default Analysis will be used.

Otherwise the Transaction Currency default Analysis will be used.

If a Supplier default Analysis has NOT been entered, then the Transaction Currency default Analysis will be used.

If a Customer default Analysis has been entered, then the Customer default Analysis will be used.

If the Stock or Price Line default Analysis is the same as the Sales Ledger default Analysis, the Sales Ledger default Analysis will be used.

Otherwise, if the Location default Analysis is the same as the Stock or Price Line default, then the Stock or Price Line default will be used.

Otherwise the Location default Analysis will be used.

If a default Analysis has been entered for a Customer, and the Transaction Currency is the same as the Customer’s default Currency, then the Customer default Analysis will be used.

Otherwise the Transaction Currency default Analysis will be used.

If a Customer default Analysis has NOT been entered, and the Stock or Price Line default Analysis is the same as the Customer’s default Analysis, then the Transaction Currency default Analysis will be used.

Otherwise, if the Stock or Price Line default Analysis is the same as the Transaction Currency default Analysis, then the Stock or Price Line default Analysis will be used.

Otherwise if the Stock or Price Line default Analysis is not the same as the Transaction Currency default Analysis, the Transaction Currency default Analysis will be used.

If a Supplier default Analysis has been entered, then the Supplier default Analysis will be used.

Otherwise, if the Stock or Price Line default Analysis is the same as the Purchase Ledger default Analysis, the Purchase Ledger default Analysis will be used.

Otherwise, if the Location default Analysis is the same as the Stock or Price Line default, then the Stock or Price Line default will be used.

Otherwise the Location default Analysis will be used.

If a Supplier default Analysis has NOT been entered, and the Stock or Price Line default Analysis is the same as the Supplier’s default Analysis, then the Transaction Currency default Analysis will be used.

Otherwise, if the Stock or Price Line default Analysis is the same as the Transaction Currency default Analysis, then the Stock or Price Line default Analysis will be used.

Otherwise the Transaction Currency default Analysis will be used.

Additionally, you can Analyse by Matrix, by Sub Analysis and by Delivery Address.