Setting up analysis hierarchies

  1. From the main SunSystems menu, select Analysis Hierarchy (ANH).
  2. Specify this information:
    Analysis Dimension
    Enter or Query the analysis dimension for which you want to maintain analysis hierarchies. The analysis dimension must have been defined using Analysis Dimensions (AND).
    Analysis Hierarchy Label
    The name that uniquely identifies the analysis hierarchy, for the analysis dimension.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    Open
    this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    Hidden
    a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    Suspended/Held
    a suspended record.
    Closed/Completed
    a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Short Heading
    The Short Heading is a shortened version of the Description to be used instead where space is limited. If you leave this blank it defaults to the first characters of the Description.
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Lookup Code
    A Lookup Code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FuelExp.
    Analysis Dimensions
    Click this to access the Analysis Dimensions (AND), if required. This is used to add, maintain and remove analysis dimensions.
  3. Once you have created an analysis hierarchy, you should define the analysis hierarchy codes using Analysis Hierarchy Codes Setup.
    You can access that function directly from Analysis Hierarchy by selecting Action > Hierarchy Codes on the menu or clicking the Hierarchy Codes button.
  4. Save your changes.
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