Jiwa Admin – Debtor Classifications & Categories

In this article we look at how to create Debtor classifications and categories in Jiwa 7.

Debtor Classifications

In Jiwa Debtor classifications serve several purposes, they assign to new Debtors the default;

  • Sell Price Scheme,
  • Debtor Pricing Group
  • Trading Terms, and
  • General Ledger control accounts

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

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

From the menu select Debtors | 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

  • Description,
  • Default Sell Price Scheme,
  • Default Debtor Pricing Group, and
  • Default terms