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--- cats:procedures:loans:loanfeature [2016/02/24 16:10] – amanda
+++ cats:procedures:loans:loanfeature [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 =====Loans/Collateral=====
-Loans in CATS usually work by either selecting specific traffic screens to use as collateral or otherwise entering a loan amount without showing collateral.
-<note>You have the option to use a series of Trust Documents to verify the collateral you place on a loan.</note>
+{{entry>0;Loans;-}}{{entry>0;Assign Collateral;-}}{{entry>0;Summary Report;-}}
+Loans in CATS usually work by either selecting specific traffic screens to use as collateral or otherwise entering a loan amount without showing collateral.
 ====Adding a Loan====
 To create a new loan, pick **Loans > Add/Review Loans** from the main menu.
+[{{:cats:procedures:loans:loan_accessaddreview.png|Select Loan and Add/Review Loans.}}]
+If you know the loan number, you can also find a loan by selecting **Find Loan** and entering a number in the space provided, then picking **Apply** to continue. If you do not enter a correct number, you will be asked to pick the number from a chooser.
-If you know the loan number, you can also find a loan by selecting **Find Loan** and entering a number in the space provided.
+[{{:cats:procedures:loans:loan_enterloannumberfind.png|Enter the Loan Number to look up and pick Apply.}}]
-[{{:cats:procedures:loans:loan_access.png|}}]
-Enter the Loan Number and pick Apply to continue. If you do not enter a correct number, you will be asked to pick the number from a chooser.
-[]
 A list of loans will be shown in the scan. Pick **Add** from the menu to create a new loan.
-[]
+[{{:cats:procedures:loans:loan_loanscanwithmenuadd.png|Choose Add from the menu to create a new loan.}}]
 You will be asked to enter a new loan number. Input the number and press **Apply** to continue.
-[]
+[{{:cats:procedures:loans:loan_addloanscreen.png|Input a new loan number and pick Apply.}}]
-Fill in the appropriate details and pick **Apply** to continue adding the loan with these details. Most important are the **Date**, **Facility**, and **Maturity Date**.
+Fill in the appropriate details and choose **Apply** to continue adding the loan with these details. Most important are the **Date**, **Facility**, and **Maturity Date**.
-[]
+[{{:cats:procedures:loans:loan_enterloandetails.png|Fill in the details for this loan.}}]
 You will be shown the loan review screen. Right now it has no information other than what you entered when adding the loan.
-[]
+[{{:cats:procedures:loans:loan_detailsscreen.png|The Loan Review Screen.}}]
-If you will not be using Collateral, you can simply **Exit** this screen and begin adding items to the loan. To begin using collateral, pick **Physical Collateral > Attach Collateral to Traffic Screen > Traffic Screens** from the menu.
+If you will not be using Collateral, you can simply **Exit** this screen and begin adding items to the loan.
-[]
+====Assigning Collateral to a Loan====
+To begin using collateral, pick **Physical Collateral > Attach Collateral to Traffic Screen > Traffic Screens** from the menu.
+[{{:cats:procedures:loans:loan_addcollateralmenu.png|Use the Physical Collateral menu to start assigning collateral to this loan.}}]
 <note tip>You can also use the Marks Records option if you wish to attach collateral to specific marks.</note>
 First, pick a purchase contract from the contract chooser and select **Continue**.
-[]
+[{{:cats:procedures:loans:loan_purchasecontractchooser.png|Select a purchase contract from the chooser and pick Continue.}}]
-Then choose a location screen from the chooser and pick **Continue**.
+Then choose a location screen from the chooser and pick **Continue** to assign collateral to this loan.
-[]
+[{{:cats:procedures:loans:loan_selecttrafficscreen.png|Choose a location screen and click Continue to assign collateral.}}]
+<note>You have the option to use a series of Trust Documents to verify the collateral you place on a loan.</note>
 You will be asked to specify for each traffic screen the trust document provided to the bank to verify the collateral. Select a Trust Document (or leave as **None**) to show the status and date of the material. Click the **Apply** button.
-[]
+[{{:cats:procedures:loans:loan_trustdocstatusdropdown.png|Indicate the trust document status and pick Apply to proceed.}}]
-The contract chooser will return. Keep selecting collateral until you are satisfied with the collateral on the loan,  then pick **Cancel** from the chooser to return to the loan details screen.
+The contract chooser will return. Keep selecting collateral until you are satisfied with the collateral on the loan,  then pick **Cancel** from the chooser to return to the loan details screen, where the collateral will now be displayed.
-[]
-To remove collateral, simply use the Physical Collateral > Unattach Collateral from Traffic Screen > Traffic Screens menu choice. You can review without changing anything by using the Review Collateral Traffic Screens menu option.
+The collateral details table shows the Units, Weight, and Value/Amount of each type of collateral.
+[{{:cats:procedures:loans:loan_collateralonscreen.png|Collateral Lines on this loan.}}]
-The Collateral details table shows the Units, Weight, and Value/Amount of each type of collateral.
+To remove collateral, simply use the **Physical Collateral > Unattach Collateral from Traffic Screen > Traffic Screens** menu choice.
+<note tip>You can review without changing anything by using the **Review Collateral Traffic Screens** menu option. </note>
+====Modifying Loan Balances====
 You can use disbursements (and other transactions) to modify the loan balance simply by attaching a loan number to these transactions. Below is a G/L transaction showing the money going against a loan and G/L account.
+[{{:cats:procedures:loans:loan_loanondisbursement.png|Enter a loan number to modify the loan balance using a transaction.}}]
+====Summary Report====
-Several types of reports are available in the loan area.
-Summary Report:
 The Summary report prints a version of the loan details screen  for all loans in the system. You can use the filters to show one loan or loans within a certain date range.
+[{{:cats:procedures:loans:loan_summaryreportfilters.png|Filters for the Loan Summary Report.}}]
 Below is a sample Loan Summary Report, showing the Loan Balance and Collateral Value information.
+[{{:cats:procedures:loans:loan_summaryreportsample.png|A Sample Loan Summary Report.}}]
+{{tag>Loans AssignCollateral SummaryReport}}