SL00.1 - User Analysis Values Use SL00.1 (User Analysis Values) to define and maintain a user analysis. A user analysis is a flexible, user-defined element, much like an accounting unit or account, that stores transaction information to measure profitability. You can use a user analysis in all subsystems that report and post data to the General Ledger system. For example, you can use a user analysis to define multiple business data elements that increase your ability to determine profitability by customer, product, and channel. For each user analysis, you can define the specific values you want to measure profitability for. If you choose not to define values, you can type any user analysis value in transactions. However, that value is not saved in this form and used in that transaction only. See the form help in the User Analysis Entry subform for complete information. There are two methods to create your user analysis structure. You can define a new user analysis using this program or use SL60.1 (User Analysis Interface Relationship) to convert your current user analysis structure from a non-Lawson environment, such as a spreadsheet, to the Lawson Strategic Ledger system. See SL60 for additional information. The following is an example for a retail company. (The user analyses are across the top with user analysis values going down.) Salesperson Transportation Product Client ------------------------------------------------------------------------------ Jim S Air Computer A Bonnie D Ground Network B Bob B Train Hardware C Joyce V Semi-Truck Monitors D For each user analysis value, you can assign a class. The class is a unique identifier for the user analysis value. You can use the class to group user analysis values and to assign specific user analysis values to a general ledger account number. You must define the class in SL00.4 (Define Value Class) before you assign it on this form. For more information on using a class to assign specific user analysis values to an account number, see SL02.1 (User Analysis Value Relations). The values you define on this form must meet the requirements you select on SL00.2 (Define User Analysis). For example, if you are defining an Alpha Numeric user analysis with a field size of 4, define user analysis values A001, A002, B001, etc. SL00.1 contains the following buttons to define your user analysis value structure. See each buttons form and field help for additional information. Choose the New User Analysis button to open SL00.2 (Define User Analysis). Use this subform to define a user analysis name, type a description of the user analysis, and select user analysis parameters such as the data used to define the user analysis, and the field size. Choose the Blank Value button to open SL00.3 (Blank User Analysis Value). Use this subform to define a blank value as valid user analysis value. You must define a description of the blank value for it to be valid. Choose the Att button to open SL00.5 (Attributes). Use this subform to assign attribute values to a user analysis. After you define user analyses, define a user analysis group using SL01.1 (User Analysis Group). You can run SL200 (User Analysis Listing) to list the user analyses. Updated Files SLSEGMENT - SLSEGVALUE - Referenced Files MXOBJCAT - SLSEGRULE - SLUAMXVAL - SL00.2 - Define User Analysis Use SL00.2 (Define User Analysis) to define a user analysis name, type a description of the user analysis, and select user analysis parameters such as the data used to define the user analysis (Alpha Numeric, Numeric, and Date), and the field size. Once you define values for the user analysis, you cannot change the data type or field size. Run SL200 (User Analysis Listing) to list user analysis information. Updated Files SLSEGMENT - SLSEGRULE - SLSEGVALUE - Referenced Files SLGROUPDTL - SLSEGRULE - SLSEGVALUE - SLTRANS - SLTRANSERR - SL00.3 - Blank User Analysis Value Use SL00.3 (Blank User Analysis Value) to define a blank value as a valid user analysis value. Valid blank user analysis values must have a description. A blank user analysis value is used in SL02.1 (User Analysis Value Relation) and The User Analysis Entry subform. SL02.1 is a mechanism used to define the valid user analysis value combinations (identified by classes) that are available for transactions in the account code for a specific detail or summary account. the User Analysis Entry subform is used to identify the user analysis values you want to associate with a transaction. When you identify information in these two forms, you must define all or none. The blank value does not create zero balances, it serves as a placeholder if you do not want to define a value for one user analysis. For example, in the User Analysis Entry subform select a value for user analysis 1, user analysis 2, a blank value for user analysis 3, and a value for user analysis 4. Blank user analysis values do not display in SL00.1 (User Analysis Values). Updated Files SLSEGVALUE - Referenced Files SLSEGMENT - SLSEGRULE - SL00.4 - Define User Analysis Value Class Use SL00.4 (Define Value Class) to define and maintain classes. A class is used to provide alternate identifiers for user analysis values to create a user analysis value relation; or to group user analysis values. For example, you have a user analysis called Candy Bars. Within that user analysis, you may have one hundred different candy bars defined as values. You can define a class named Chocolate to associate all chocolate candy bars, another class named Peanuts to associate all candy bars with peanuts, a class named Caramel to associate all Caramel candy bars, etc. You use the class to create a user analysis value relation in SL02.1 (User Analysis Value Relations). SL02.1 is a mechanism used to define the valid user analysis value combinations (identified by classes) that are available for transactions in the account code for a specific detail or summary account (You assign a relation to a detail account in GL00.4 or a summary account in GL00.5). The user analysis entry subform is used to identify the user analysis values you want to associate with a transaction. If you assign the same class to multiple user analysis values, all the values included in the class are valid in the relation. Updated Files SLSEGRULE - Referenced Files SLGROUPDTL - SLRELATDTL - SLSEGMENT - SLSEGVALUE - SL00.5 - Attributes Use SL00.5 (Attributes) to assign attribute values to a user analysis value. Only user-defined attributes defined for the User Analysis (ANLYS) object type in MX00.1 (Attributes) display. You can assign a template to the user analysis value. The template is a group of attribute values for an object type. You can use a template to quickly and consistently assign attribute values. The template is defined in MX05.1 (Attribute Template). Choose the By Attribute button to open SL00.6 (Values by Attribute). Use this subform to assign attribute values from one Lawson-defined attribute to all values for a user analysis. Updated Files MXOBJCAT - SLUAMXVAL - Referenced Files MXCATDEF - MXELEMENT - MXTMPLDTL - MXTMPLHDR - MXVALIDATE - SLGROUPDTL - SLSEGMENT - SLSEGVALUE - SL00.6 - Values by Attribute Use SL00.6 (Values by Attribute) to assign attribute values from one Lawson-defined attribute to all values for a user analysis. You can only select user-defined attributes values for the User Analysis (ANLYS) object type attributes defined in MX00.1 (Attributes). Unlike SL00.5 (Attributes), all values for a user analysis display and you can include attribute values from only one attribute. Updated Files MXOBJCAT - SLUAMXVAL - Referenced Files MXCATDEF - MXELEMENT - MXVALIDATE - SLSEGMENT - SLSEGVALUE - INVOKED Programs IFOB IFLU |