Setting up analysis hierarchy codes

Analysis Hierarchy Codes Setup is used to define the valid codes for an analysis hierarchy. These are the codes that are used to group together selected analysis codes for an analysis dimension.

For example, you might define an analysis hierarchy called sales region for the sales area analysis dimension and use this to group sales area codes by sales region. You would use this function to create analysis hierarchy codes for each sales region such as: UK sales region, Pacific Rim sales region, European sales region and so on. You would then assign the sales areas codes to the appropriate sales region using Analysis Hierarchy Assign Codes (ANY).

Note: You can only access this form from Analysis Hierarchy (ANH), in which case the Analysis Dimension and Analysis Hierarchy Label appears automatically.

Select Action > Hierarchy Codes.
Specify this information:
Analysis Dimension

Enter or Query the analysis dimension for which you want to maintain analysis codes. The analysis dimension must have been defined using Analysis Dimensions (AND).

Analysis Hierarchy Label

Enter or Query the analysis hierarchy for which you want to maintain hierarchy codes. The analysis hierarchy must have been defined for the analysis dimension using Analysis Hierarchy (ANH).

Analysis Hierarchy Code

The analysis hierarchy code, for the analysis dimension. The code can include a maximum of fifteen characters. The code can contain alphanumeric characters or symbols (for example / -). Remember that upper and lower case characters are not the same, so Bae is different from BAE. You are advised to restrict all codes to upper case for consistency.

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.
Save your changes.