Similarly, as in the case of analytical description on item form, after assigning analytical dimensions to Customers/Vendors object in the menu Configuration → Company Structure → Object Dimensions, it is possible to describe analytically a customer/vendor group or on customer/vendor form, itself. Based on description specified on customer/vendor form, it is possible to automatically create analytical description lines in a document in which given customer/vendor has been selected

A method of defining analytical description on customer/vendor group is similar to that on item group.

Owing to the option of specifying an owner on the form of analytical description elements, elements displayed on the list of analytical dimension values are only those whose owner is the company to which operator is logged in or those for which the value All has been selected.

In case a relation pattern is assigned to the object Customers/Vendors, the list of elements of particular dimensions will be limited to elements acceptable for given combination of analytical dimension values. The list is limited only when selecting a dimension element. During edition or saving of the object, the system does not control the list for the already existing records.

In case given customer/vendor group is composed of subgroups, then analytical description changed on the customer/vendor group can be updated also on its subgroups by selecting the parameter Update patterns. Upon activating this parameter, it is possible to select one of the following values:

• Changed fields – conditional: analytical description will be updated according to the change made in the pattern. The change will, however, apply only to subgroups which analytical description was compatible with the source definition of analytical description in the pattern.
• Changed fields – unconditional: analytical description will be updated according to the change made in the pattern. The change will apply to all subgroups, regardless of whether their analytical description is or is not compatible with the source definition of analytical description in the pattern.
• All fields – unconditional: all fields in the subgroups will be updated according to the settings in the pattern, except for those which would infringe their uniqueness (e.g., the field Code, Name).

In the newly added item subgroups, analytical description is completed automatically based on analytical description definition of the parent group.

The parameter Update elements works similarly as the parameter Update pattern. The difference is that it applies to the update of analytical description on customer/vendor forms.

In multi-company structure, analytical description specified on customer/vendor form is saved on the level of given company. Analytical description displayed during edition of item form is the one specified in the company to which an operator is currently logged in. Similarly, changes made to customer’s/vendor’s analytical description are also saved for the current company.

Analytical description defined on a customer/vendor form can next be copied to a sales or purchase invoice issued for that customer/vendor, which has been described in <<Article>>.