Jiwa Admin – Creditor Classifications

In this article we look at how to create Creditor classifications in Jiwa 7.

Creditor Classifications

In Jiwa Creditor classifications serve several purposes, they assign to new Creditors the default;

  • Purchase Order Workflow,
  • Trading Terms, and
  • General Ledger control accounts

In addition to this they are also used for reporting and searching purposes.

Many of the standard Jiwa Creditor reports use Creditor classifications to filter or group data, so when creating Creditor classifications consideration should also be given to your reporting requirements.

From the menu select Creditors | Configuration | Classifications

From the menu ribbon select New

Alternatively, you can base your new classification on an existing one, load the required classification and select Copy from the menu ribbon.

When coping an existing classification all ledger account settings are also copied.

In the header section enter in the classification details;

  • Description,
  • Default purchase order workflow, and
  • Default trading terms