Assigning analysis codes to a hierarchy

Note: You can access this form directly from Analysis Hierarchy (ANH), in which case the Analysis Dimension and Analysis Hierarchy Label appears automatically.
  1. From the main SunSystems menu, select Analysis Hierarchy Assign Codes (ANY).
  2. Specify this information:
    Analysis Dimension
    Enter or Query the analysis dimension for which you want to assign the analysis codes to a hierarchy. The analysis dimension must have been defined using Analysis Dimensions (AND).
    Analysis Hierarchy Label
    Enter or Query the analysis hierarchy to which you want to assign analysis codes. The analysis hierarchy must have been defined for the analysis dimension using Analysis Hierarchy (ANH).
    Note: To set up analysis hierarchy labels, click the Analysis Hierarchy button, or select Hierarchy Labels from the Action menu.
    Analysis Hierarchy Code
    Enter or Query the analysis hierarchy code to which you want to assign selected analysis codes. The analysis hierarchy code must have been defined for the analysis hierarchy using Analysis Hierarchy.
    Analysis Code
    Enter or Query the analysis code to be linked to the analysis hierarchy code selected above. The analysis code must have been defined using Analysis Codes (ANC), for the analysis dimension identified above.
    Note: From the Action menu select Analysis Codes, or click the Analysis Codes button, to display Analysis Codes.
    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, which is used where space is limited. If this is 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 Hierarchy Labels Setup
    Click this to access the Analysis Hierarchy (ANH), if required. This is used to add, maintain and remove analysis hierarchies, for an analysis dimension.
    Analysis Codes
    Click this to access the Analysis Codes (ANC), if required. This is used to add, maintain and remove analysis codes, for an analysis dimension.
  3. Save your changes.
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