For this example, assume that you want to analyse your Orders and Invoices according to the following criteria:
- Debtors are allocated to a particular Rep (currently Peter, John, and Paul
- You also want to track whether your sales are Retail or Wholesale
- You also want to analyse your products according to the criteria outlined in the Inventory example
To implement the above, you will need to:
- Follow the guidelines outlined in the Inventory example
- Create the following analysis codes in Debtors:
- Create a rule for the Rep as follows:
- Return to the Inventory Analysis definition screen, and add the following Analysis Codes:
- Create a rule for the Sales Type as follows:
- That's It!
Return to the Analysis Screen.