Using Classifications

Classifications provides the user a way to segment information.

Classifications are used throughout the system, including on Transactions in the General Ledger.

Classification filters are available on Reports and Search functions of the Lists.

Setup Classification

To configure classification, go to:

SETUP > Configuration > General > Classification Types

Add Classification

Users can configure up to three classifications (i.e. classes) on Documents, Transactions and Items using the respective Classifications tab.

To access the Classification tab, select a Document > go to Classifications tab. For example,

SALES > Prospects > Select a Prospect > Classification tab.

Items have their own category and attributes segmentation method. Users can also add a single class to an Item.

See Using Categories and Attributes

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