Setting Up Analysis Codes

In best pricing, you classify customers and products using analysis codes.
Analysis codes are based on characteristics, such as region, salesperson, or item number, and can be linked to form combinations or sets. For example, analysis codes can link regions, as shown in Parent and Child Analysis Codes.

• Analysis Code A combines the two groups by linking codes N and S.

Code A is referred to as a parent code because Codes N and S are linked to it. Codes N and S are referred to as child codes.

Analysis code linking uses OR logic. For example, if code A links codes N and S, any customer meeting the code N or code S criteria is included in code A.

Analysis Code Workflow outlines commonly used procedures for setting up and managing analysis codes. Each procedure is discussed in detail in the sections that follow.

Create analysis codes for customers and items in Analysis Code Maintenance (1.8.1). Use Analysis Code Inquiry (1.8.2) to view analysis codes.

Enter an alphanumeric code identifying a group of customers or items.

Enter a brief description of this particular code. This displays in inquiry screens.

Enter Yes. If No, a warning displays when you create a price list with this analysis code.

Note: This setting has no impact on the active status of customer and item nodes associated with this analysis code. You can modify the active status of nodes in Analysis Code Detail Maintenance (1.8.13).

Use Analysis Code Report (1.8.17) to view details for a range of analysis codes. Enter the analysis code type, analysis code range, and analysis detail selections to be included on the report.

Use Analysis Code Selection Maintenance (1.8.4) to define how members are selected for inclusion in an analysis code group. Use Analysis Code Selection Inquiry (1.8.5) to review analysis codes and their condition fields and ranges.

Enter an analysis code you created previously, considered the parent code.

Enter a characteristic or qualifier. You can apply more than one condition to an analysis code. If multiple qualifying conditions are selected, AND logic is used. For example, if Condition Field is set to Salesperson 1 and a second Condition Field is set to Salesperson 2, only records meeting both conditions are selected.


Customer Conditions		Item Conditions
Bill-to	Salesperson 2	Article	Item Number
Class	Site	Break Category	Product Line
List Type	Sort Name	Buyer/Planner	Site
Number	Type	Description 1	Type
Region	User Field 1	Description 2	User Field 1
Salesperson 1	User Field 2	Group	User Field 2

• (.) period—a single position wildcard. For example, .2 indicates any selection with 2 in the second position.

• (*) asterisk—a multiple position wildcard. For example, *2 indicates any item with 2 in the last position.

For a condition, enter the beginning range to be included in the analysis code.

For a condition, enter the ending range to be included in the analysis code.

By linking analysis codes, you can organize customers and items in a variety of ways. Item analysis codes can be linked only to other item codes, and customer codes only to other customer codes.

Analysis code linking uses OR logic. For example, if code ABC links A, B, and C, any customer meeting the criteria for A, B, or C is included in ABC.

Link analysis codes in Analysis Code Link Maintenance (1.8.7).

Enter the code you want to link to. This code is considered the child.

You can view analysis code links in two ways.

• Use Analysis Code Link Inquiry (1.8.8) to view codes linked to a parent code.

• Use Analysis Code Where-Linked Inquiry (1.8.9) to view child analysis codes and the parent codes they are linked to.

Use Analysis Code Detail Build (1.8.19) to build a table of items or customers for each analysis code, based on analysis code rules and links previously defined. Build analysis codes whenever these rules or links are changed, when new codes are created, and when new items and customers are created.

When you execute this program, the system displays a message listing the number of nodes exploded and the execution start and stop time.

Note: Although builds can be run online, batch mode may be more efficient due to potentially long run times.

Pricing Control (1.10.1.24) gives you the option to automatically build analysis codes when you add new customers and items or make changes to existing customer and item records. However, if you change condition fields for an analysis code, you must still run the build program. This utility builds the data by analysis code type.

Warning Interrupting this utility can disable price lists that use analysis codes. This utility must be completed in its entirety.

As the build proceeds, the system displays:

• Nodes Exploded. Current number of items or customers processed.

• Elapsed Time. Time it took for the system to update each item or code.

At the end of the build, the system generates a summary report, listing the analysis code type, code value, active status, and each customer or item selected by the build.

Use Analysis Code Detail Maintenance (1.8.13) to inactivate or reactivate individual items and customers selected for a code. An asterisk in the Sel field indicates an active node. Navigate to the item or customer you want to modify. Then press Enter to toggle its current state.

To select a node by name, click Next to access the update frame at the bottom of the screen. You can type the first character of the node name to go directly to its location in the list of nodes.

Note: A deselected node can only become active again by being selected in this program. Running Analysis Code Detail Build has no effect on its status.

There are two inquiries for viewing analysis code nodes:

• Use Analysis Code Detail Inquiry (1.8.14) to view specified analysis codes and their nodes.

• Use Analysis Code Where-Used Inquiry (1.8.15) to view the analysis codes to which a specified node belongs.

Use Analysis Code Copy (1.8.20) to copy an existing analysis code as a basis for creating a new one.