There are six analysis code fields available in PCMs.

The analysis codes can have user defined labels assigned to them and can be specific to your organisations requirements.

The Tourplan NX standard database comes pre coded with one pre defined PCM Analysis Field - PCM Type.

The analysis codes can be used for reporting purposes. Using these codes in PCMs enables reports to be selectively output based on the analysis codes.

Although not in common use, some uses of these codes include:

• PCM Destination
• PCM Type
• PCM Standard etc.

PCM analysis codes can also be used as a filter when selecting the advance PCM search feature. If user company's choose to use analysis codes for PCMs, consultants (at the time of quotation or booking) have the ability to use the advance filter to search PCM's by analysis code(s).

If PCM Analysis Fields are going to be used, the analysis field headings will need to have been inserted or defined before analysis codes can be set up in against the labelled headings. Instruction on how to label these headings is covered in this User Manual System . The INI setting to amend or insert is PCM_ ANALYSISn

Create PCM Analysis Codes

The following procedure uses PCM Analysis 1-6, however users may have different PCM Analysis field headings based on organisational requirements of this field.

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Code Setup > PCM > (PCM) Analysis Headings.

   1. Click the Code Setup Menu to expand it:

      

   2. Click the PCM menu option to expand it:

      

   3. Click the required Analysis Heading to open the PCM Analysis screen:

      

3. If the Analysis Code that you want is not already in the list, click Insert.

   

4. On the PCM Analysis screen, add a 2-Character Code in the Code field, and a Description in the Description field.

   

5. Check the completed screen.

   

6. Click Save to keep the changes.

   

7. Click Exit to discard any changes.

   

Code (Chr 2)

A code for the Analysis Field, the Analysis code must be 2 characters.

Description (Chr 40)

A descriptive field to describe the Analysis code, this field can be up to 40 characters.

For every Analysis Code you have previously inserted into Code Setup from the procedure above, you will now be able to select an analysis code within the PCM Quotes application.

Create or search for existing PCM, instructions on how to search for existing PCM is covered in more detail within the PCM User Manual.

When you have the PCM open, select PCM Details, General Setup from the PCM Details menu, open the Details tab and select the required Analysis Code from the dropdown.