The analysis codes described in this topic will most likely have been setup during system implementation. Rather than focusing on inserting new entries, the procedures cover where they are setup and how to match the field values with field labels in other screens.
Check with the System Administrator before adding new codes or making changes to existing codes.
The Analysis Details Screen is accessed by clicking the Analysis tab and enables Agent Analysis Codes, Booking Analysis Codes and PCM Analysis Codes to be attached to the agent.
Agent Analysis Section
There are 6 Agent Analysis fields available, with setting names AGENTANALYSIS1 through AGENTANALYSIS6. The labels (i.e. values) for these 6 fields can be user-defined. The agent analysis fields can be used to select agents for inclusion in Debtors, Booking & Management reports.
The agent analysis fields in the example above have been defined as follows:
| Original Label | New Label | Analysis Field Description |
|---|---|---|
| Analysis 1 | Agent Type | The Agency type (direct, wholesale etc.) |
| Analysis 2 | Region | Country or region the agent is domiciled in |
| Analysis 3 | Payment Terms | The agency credit or pre-payment terms |
| Analysis 4 | Consortium | The agency consortium/group |
| Analysis 5 | Rate Group | Tariff Rate Group applying to the agent |
| Analysis 6 | Sales Rep | Sales Representative who visits this agent |
NOTE: These are examples only. Some other examples could be:
- Geographic Area (e.g., Europe, Asia)
- Language Area (Spanish–Americas; Spanish–Portugal; Spanish–General etc.)
- Ethnicity–European, Indian etc.
- Agent Type–Local Agent; Overseas Agent
- Repeat Business Indicator (Y)es/(N)o
Booking Analysis Section
The drop-downs in this section of the screen allow defaults to be set against the agent which will pre-populate Bookings when new Bookings are created that has this agent attached. The defaults can be changed within the Booking.
Default Booking Analysis Details - Branch & Department (Drop-downs)
These two fields are the first two components of the Booking Reference (
). Refer to the System Setup User Manual, Financials, Branch and/or Department for more information on setting-up Branch and Department codes.
Default Booking Analysis Section - Default Booking Analysis Fields 1 - 6 (Drop-downs)
These are the 6 analysis fields that are attached to each booking (
). Their label names are able to be set in the INI settings. If the labels are not set, they are labelled ANALYSIS1 through ANALYSIS6.
PCM Analysis Section
Default PCM Analysis Fields 1 - 6 (Drop-downs)
The drop-downs in this section of the screen allow defaults to be set against the agent which will pre-populate PCM's when new PCM's are created that has this agent attached. The defaults can be changed within the PCM.
These are the 6 analysis fields that are attached to each PCM (
). Their label names are able to be set in the INI settings. If the labels are not set, they are labelled PCM_ANALYSIS1 through PCM_ANALYSIS6.