About Jiwa 7

Jiwa 7 is an [ERP] system based on Microsoft technology. Jiwa 7 utilises the following technologies:

• Microsoft Windows
• Microsoft SQL Server
• Microsoft .NET Framework
• SAP Crystal Reports

Out of the box, Jiwa 7 will meet most businesses needs. However, to address business specific requirements and workflows, a Plugin Framework is included which allows you to:

• Implement custom business rules and workflows
• Modify the behaviour or appearance of forms
• Modify reports
• Add new forms
• Add new reports
• Integrate with other systems

Click here to view the Jiwa 7 End-user License Agreement.

Getting Started

Installing Jiwa 7

• You can download Jiwa 7 here.
• Jiwa 7 Installation Guide

Setting Up a New Jiwa 7 System

• Deployment Planning
• Migrating Data From an Existing System

Basics

This section covers what you need to know to help you get around the Jiwa system:

• Logging In - Logging in to a Jiwa database.
• Managing Connections - Creating new connections, modifying and deleting existing connections.
• Managing Databases - Creating demonstration databases, creating new databases, upgrading and exporting existing databases.
• Licencing - Importing your Jiwa licences.
• Entering Data - Using toolbars, form menu's, editing keys etc.
• Search Windows - search options available within Jiwa.
• Using Filters - Using and customising filters.
• Customising Forms - Options for customising forms.
• Locating records - Ways of searching for records within Jiwa.
  
  

Core Modules

General Ledger

General Ledger of Jiwa 7 encapsulates:

• General Ledger Maintenance
• Journal Sets
• Automatic (Recurring) Journals

There are also a number of configuration options, utilities, and a suite of reports:

• System Settings
• Configuration
• Utilities
• Reports

Cash Book

The Cash Book module has 3 main modules:

• Cash Book Receipts - records payments received from debtors and creditors and directly for General Ledger accounts – i.e. interest and dividends received etc. Allocations can be done against debtor invoices and debit adjustments and creditor credit adjustments. Discounts for early payment received can be entered for debtors
• Cash Book Payments - records payments made to creditors and debtors and directly to General Ledger accounts – i.e. petty cash, cleaning and bank fees etc. Allocations can be done against creditor invoices and debtor credit adjustments. Discounts for early payment made can be entered for creditors
• Bank Reconciliation – used to reconcile the General Ledger bank account(s) to the bank statements for those accounts. Direct receipts and payments from and to debtors and creditors, including Discounts for early payment can be entered as well direct transactions to General Ledger accounts

There are also a number of configuration options, and a suite of reports:

• System Settings
• Configuration
• Reports

Sales

The Sales module includes Sales Orders, Quoting, Batch processing and printing, configuration and reporting

Purchasing

The Purchasing module includes purchase ordering, goods received, purchase invoicing and supplier returns

Supplier Return Credits

The Supplier Return Credit form is used to create a credit on the supplier account for goods that are being returned, were damaged or price or quantity adjustments are to be posted.  It can be based on a Supplier Return Shipping form but is not a requirement.  The credit can also be based on a purchase order(s) that automatically populates the grid with lines ordered on that purchase order

Creating a Supplier Return Credit

• Purchasing > Supplier Returns > Supplier Return Credit
• New and select the relevant creditor account
• Add lines to the grid by selecting from the search window in the Part No field OR click Add from PO and select the relevant part numbers that are displayed

• Select the Return Code to be used
• Type in the quantity being credited and select the stock lines to be credited from the Serial Selection box that automatically displays.  If adding from a purchase order, the Serial Selection box is displayed for each item added to the grid
• Type in the FX Rate where applicable
• Edit the Total Credit Value or FX Total Credit Value if needed.  These figures should be the total being credited to the supplier
• Complete the Creditor Ref. field in the header
• Save and activate

Debtors

Creditors

Inventory

Contacts

System Configuration

There are many system configuration settings that can be adjusted to tailor the behavior of the Jiwa system.

Access and Security

Access and security to Jiwa by users can be restricted at a macro (forms) level or micro (field) level.

The Staff Maintenance form controls the settings by user.

Menus can also be used to restrict access to forms and reports.  See Menu Maintenance on how to restrict access by menus.

Optional Modules

Manufacturing

Job Costing

Service Manager

Service Manager allows for efficient management of resources in a service oriented environment.

Plugins

A number of Plugins are shipped as standard with Jiwa. These plugins add or enhance functionality to Jiwa 7.

Payroll

Jiwa Financials is integrated with the Sage WageEasy payroll system.  Follow these steps for importing your payroll journals into Jiwa: Payroll

Learn more about Sage WageEasy here: WageEasy.

Reporting

Crystal Reports

Crystal Reports is the reporting engine used by Jiwa 7. The way that Jiwa talks to or "integrates" with Crystal Reports is outlined here.

Maintaining the System

Backing Up the Jiwa Database

• Manual Backups
  
  

Contact Us

This section provides the information an end user may need to contact the suitable authority within the company for any assistance related to the Jiwa 7 Software.