Analysis Sets are client-defined reporting filters. Users can utilize analysis sets to group data for reports in COINS.
Analysis Type is set up in the Configuration function within a module, and must be set up first.
To allow for a blank value on the analysis set, include a null record in the file maintenance. Without the null record, it would be mandatory to fill in a value.
Modules that Analysis Sets can be used in:
Accounts Payable
Supplier Analysis Sets
Accounts Receivables
Customer Analysis Sets
General Ledger
Account Analysis Sets
Element Analysis Sets
Human Resources
Personnel Analysis Sets
Job Title Analysis Sets
Facilities Management
Job Order Analysis Sets
Fixed Assets
Asset Analysis Sets
Asset/Inventory Group Analysis Sets
Cost Type Analysis Sets
Inventory
Inventory Analysis Sets
Job Status
Job Analysis Sets
Cost Type Analysis Sets
Payroll
Employee Analysis Sets
Procurement (also accessible through CRM module)
Commodity Analysis Sets
Trade Analysis Sets
Service Management
Agreement Analysis Sets
Service Order Analysis Sets
Location Analysis Sets
Subcontract Ledger
Subcontractor Analysis Sets
Set Up an Analysis Set:
For example, let’s look at a Customer. All Analysis Sets work the same way, regardless of the module they are being used in.
To set up an Analysis Set, first go to Accounts Receivable > Configuration > SL Configuration.
Go to the Customer Analysis tab and click Open at the bottom of the screen.
As shown in Figure 1, enter in the Code (a short code for the analysis set) and Description (a more complete description of the analysis set. This is used as the field label). The number of blank boxes to enter in Analysis Type fields in varies by screen/function.
Figure 1: Adding Analysis Code and Description
Enter in the Start and End, if desired. Start and End are optional. They can be used to automatically default analysis set values.
Start is the position in the account code of the first character in the analysis set.
If populating the analysis set automatically based on part of the account code, enter the position of the character in the account code that is the first character in the analysis set.
End is the position in the account code of the last character in the analysis set.
If populating the analysis set automatically based on part of the account code, enter the position of the character in the account code that is the last character in the analysis set.
One place Start and End may be relevant is the General Ledger. For a GL Analysis Set, it is option to add a Start and End to automatically assign analysis sets to accounts.
Then, go to Setup Maintenance > Customer Analysis Sets (Figure 2).
Select the Analysis Type from drop-down box at the bottom of the page. Then, click the filter button to apply the filter (Figure 2).
Now, various analysis options can be added, that can later be assigned to a customer (Figure 2).
Figure 2: Adding Analysis Options
Applying an Analysis Set:
Go to Accounts Receivable > Customers > Customer Maintenance.
Open a customer.
Go to the Analysis tab (Figure 3).
Choose the Analysis option that applies to the customer (Figure 3).
Then, click Save (Figure 3).
Figure 3: Selecting Analysis Option, Click Save
Using the Analysis Set:
Navigate to any Accounts Receivable Report and go to the Customer Selection tab.
The Customer Billing Report will be used for this example (Figure 4), but it can be used on any Accounts Receivable report by navigating to the Customer Selection tab.
Figure 4: Using an Analysis Set
The analysis can then be used to limit the records that appear in that report.