The Upsilon Analysis Codes option is used to create customer Analysis Codes.  One or more Analysis Codes can then be activated for each customer account.  Analysis Codes can be used to analyse and report on sales documentation such as quotations, sales orders, invoices, credit notes and pro-forma invoices.  Typical reasons for using the Analysis Codes option would be to analyse sales for specific geographic regions or by sales person.

For help on the analysis codes option grid or form click the respective tab pages below.

• Analysis Codes DataGrid
• Analysis Codes Form

The Upsilon analysis codes grid allows you to browse, filter and sort the analysis code records that you have created within the Upsilon analysis codes option.

TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.

Toolbar

Toolbar Item	Description
	The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Analysis Code and Description.
	Add New record.
	The search button can be used if a more detailed search is required.  Using this option the grid can be filtered by any value in any field.
	The Export button is used to export the grid records to an external, downloadable data file.  Supported file formats are MS Excel, CSV and XML.  At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
	The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns.  The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
	Refresh the grid.
	Calls context sensitive help system.

The analysis codes form allows you to edit, save or delete the selected analysis code record.

Toolbar

Toolbar Item	Description
	Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons.  Add will add the new record and Cancel will return the form to Edit mode.
	Save the form.
	Delete the current record. NOTE: The system will not allow deletion of an Analysis Code if it is in use within the customer module, quotation module, sales order module, invoice module, credit note module or pro-forma invoice module.
	Call the context sensitive help system.
	Return to calling grid.

Mandatory Fields

Field Name	Notes
Analysis Code	The Analysis Code field Is editable only upon adding new records and must be unique within the Analysis Codes option.