Setting the status of a loan/advance process
|
|
|
|
|
|
Select " Set Loan/Advance process Status” from the left pane.
The " Set Loan/Advance Process Status” page appears. The system will display the following field at the top of the page.
|
Date Format |
The date format that is applicable to the login user. |
Select the following fields.
|
Loan Processing Unit |
From the drop-down list box, select the loan processing unit. |
|
Payroll |
From the drop-down list box, select the payroll associated with the loans and advances for which you want to set the process status. The list box contains all the payrolls under the selected department for which you have user permissions. |
|
Payset |
From the drop-down list box, select the payset associated with the loans and advances for which you want to set the process status. The list box contains all the paysets under the selected payroll for which you have user permissions. |
|
Till Date |
The cut-off date for processing the loan/advance applications. For example, if you specify, “31-10-2003” in this field, the system will process all the applications with application dates that fall on or before “31-10-2003”. |
|
Process Stage |
From the drop-down list box, select the stage of the process for which you want to set the status. |
Select the “Get” pushbutton.
The system displays the following details of the loans granted to the employees mapped to the selected payset in the “Loan Details” multiline.
|
Loan Code |
The unique code that identifies the loan/advance. |
|
Loan Description |
The short description of the loan/advance. |
|
Process Status |
The status of the selected stage of the process. The status can be one of the following:
|
|
|
§ In-progress |
|
|
§ Processed |
|
|
§ Authorized |
|
|
§ Unauthorized |
Select the “Abort” pushbutton to abort the process.
Select the “Reset” pushbutton to reset an aborted process.
The system sets the status of the process to “Processing”.
Hyperlinked topics below
Use this page to abort or reset a loans/advances process.
