Recording document details for a loan/advance application
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Select the "Documents Required” link at the bottom of the “Create Loans and Advances Application” or "Authorize Loans and Advances Application" page.
The "Document Details for Loans / Advances Application” page appears. The system displays the following fields.
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Loan Unit |
The loan unit for which you must apply the employee loans and advances. |
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Date Format |
The date format that is applicable to the login user. |
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Application No |
The unique code identifying the loan application. |
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Application Date |
The date on which the loan / advance application was submitted. |
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Employee Code |
The unique code of the employee, who applied for the loan. |
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Employee Name |
The name of the employee, who applied for the loan. |
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Loan Code |
The unique code of the loan. |
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Loan Description |
The short description of the loan that the employee applied. |
Enter the following fields in the “Documents Details” multiline.
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Document Description |
Form the drop-down list box, select the document. The system displays the short description of all the documents that are defined for the loan/advance in the list box. |
The system displays the following field in the multiline.
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Mandatory |
"Yes” to indicate the document is mandatory or “No” if otherwise. |
Enter the rest of the fields in the multiline.
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Received Date |
The date on which the employee submitted the document. |
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Due Date |
The date by which the employee must hand over the document. |
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Remarks |
Any comments about the document. |
Select the check box for the records you want to save.
Select the “Save” pushbutton.
You are returned to the previous page.
Hyperlinked topics below
Use this page to record the details of documents that an employee submitted to avail a loan/advance.
