Analysis Codes
Analysis Codes Menu
Analysis Codes Usage
1 The first step in using analysis codes is to define the code in Analysis Code Maintenance (1.8.1). Codes must be for either customers or items.
2 The next step is to create the conditions for the analysis code in Analysis Code Selection Maintenance (1.8.4). Conditions define which members to include in the group; for example, all customers in North America, all items in product line 1000.
3 Next, you can optionally link Analysis Code Link Maintenance (1.8.7) to other analysis codes to include the groups that they define (for example, a code for all customers in North America could link to codes for all customers in Canada, all customers in the United States, all Customers in Mexico).
4 Steps 1 through 3 build a linked model of analysis codes. To make this model usable by the system, you need to build a table from this data using Analysis Code Detail Build (1.8.19).
You must rebuild this table whenever you make changes Analysis Code Detail Maintenance (1.8.13) to the analysis codes, their conditions or links
5 Finally, analysis codes are linked to price lists in Price List Maintenance (1.10.1.1).
Using Analysis Codes and Price Lists
Building a set of analysis codes is a complex task. Before implementing sales order pricing using analysis codes:
1 Collect and review your company’s current pricing policies, procedures, and associated structures.
2 Determine the benefit of using analysis codes with current or planned pricing practices. Analysis codes are best suited to extensive, complex pricing structures.
3 Decide how to group items and customers in relation to pricing. Establish a list of unique analysis codes identifying these groups.
4 For each customer and item group, determine how to select members using the conditions available in Analysis Code Selection Maintenance (1.8.4).
5 Consider the usefulness of combining analysis codes into hierarchical pricing structures. All attributes of child analysis codes are inherited by the associated parent analysis code.
6 Create a visual diagram of how to link analysis codes.
7 Review and modify.
