Differences

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

--- cats:procedures:loans:loanfeature [2016/02/24 17:21] – [Assigning Collateral to a Loan] 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====
@@ Line 36: / Line 37: @@
 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.
+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.
@@ Line 46: / Line 52: @@
 <note tip>You can review without changing anything by using the **Review Collateral Traffic Screens** menu option. </note>
-The Collateral details table shows the Units, Weight, and Value/Amount of each type of collateral.
+====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:glacct_on_loan.png|Enter a G/L number and loan number to modify the loan balance using a transaction.}}]
+[{{:cats:procedures:loans:loan_loanondisbursement.png|Enter a loan number to modify the loan balance using a transaction.}}]
 ====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}}