cats:procedures:loans:loanfeature

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cats:procedures:loans:loanfeature [2016/02/24 16:29] – [Adding a Loan] amandacats:procedures:loans:loanfeature [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 =====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====
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 ====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.1456331388.txt.gz
  • Last modified: 2017/12/19 03:21
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