cats:procedures:loans:loanfeature

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
cats:procedures:loans:loanfeature [2016/02/24 16:28] – amandacats:procedures:loans:loanfeature [2017/12/19 03:21] (current) – external edit 127.0.0.1
Line 1: Line 1:
 =====Loans/Collateral===== =====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==== ====Adding a Loan====
Line 21: Line 22:
  
 You will be shown the loan review screen. Right now it has no information other than what you entered when adding the 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.  If you will not be using Collateral, you can simply **Exit** this screen and begin adding items to the loan. 
Line 27: Line 28:
 ====Assigning Collateral to a Loan==== ====Assigning Collateral to a Loan====
 To begin using collateral, pick **Physical Collateral > Attach Collateral to Traffic Screen > Traffic Screens** from the menu.  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> <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**.  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.  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, where the collateral will now be displayed.
  
-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 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.}}]
  
-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. +To remove collateral, simply use the **Physical Collateral > Unattach Collateral from Traffic Screen > Traffic Screens** menu choice. 
  
-The Collateral details table shows the Units, Weight, and Value/Amount of each type of collateral. +<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. 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. 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. 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}}
  • cats/procedures/loans/loanfeature.1456331295.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)