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Page 1 of 4 Why Use Global Analysis? The SunSystems global analysis facility allows you to analyze many types of data in different ways to meet your unique inquiry and reporting requirements. This facility is used globally across all SunSystems modules. You can analyze selected types of static data, for example ledger accounts, assets, warehouses, or employees. You can also analyze the different types of transaction, for example, ledger transactions, sales and purchase invoices, sales and purchase orders. There are a large number of uses for the analysis capabilities within Financials and Order Fulfilment. For example: - It may be necessary to allocate all expense transactions for a ledger to a cost centre. This enables you to produce monthly expense reports by cost centre.
- Project costing is often a requirement. You can analyze costs, such as employee and material expenses, to project codes.
- Sales transactions could be analyzed by product type to provide detailed product sales analysis.
- If you have a sales force, you can use analysis to record the person who made each sale. Commissions can be calculated based on this analysis.
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This design allows the same analysis to be used throughout the system whilst maintaining the coding for Department in one table. The Analysis Dimension can also optionally be mapped to an existing table. An example of this is where you want to use the Employee Table set up in Order Fulfilment and also analyse transactions by Employee. The customer has decided they will maintain all employees in the Employee Table and will link the Employee Analysis Dimension to the Employee Table so they only have to maintain one coding structure. Analysis mapping to the Ledger defines what analysis or static data is transferred from the Sales Order/Sales Invoice, Purchase Order/Purchase Invoice and Movement Lines.
How Does the Analysis Work? The global analysis facility is a very simple yet powerful tool. It allows you to enter analysis codes against different types of data to classify it. The SunSystems reporting and inquiry tools allow you to use these analysis codes to extract and sort, and report on this data. You can use global analysis to analyze many different types of information in SunSystems, both static data and the various types of financial and order fulfilment transactions. See Static vs Transactional Analysis Dimensions. You can define up to 100 different types of analysis and these are referred to as 'analysis dimensions'. For each dimension you can define an unlimited number of 'analysis codes'. You can then assign selected analysis dimensions to the different types of analyzable data, up to ten dimensions to each type of data. Then, when you enter one of these types of data, the system prompts you to enter the appropriate analysis codes. For example, if you are defining a new customer you may be asked to enter a sales area code, whereas if you are entering an expense journal you might be asked to enter an employee code and a cost centre code. In addition, you can build analysis hierarchies to divide the analysis codes for a dimension into logical groups. This provides a second, higher level of analysis for reporting purposes. The flexibility of grouping codes in a hierarchy is that the analysis codes within a group do not need to be in sequential number ranges. The SunSystems inquiry and reporting facilities allow you to extract and report on information using the analysis codes. For example, if you have entered employee codes on particular expense account postings, you could extract all of the postings for a particular employee to produce an employee expenses analysis report. |