Correct location https://staging.openmf.org/#/viewshareaccount/10


On Tue, Dec 12, 2017 at 5:49 PM, Nazeer Shaik <
[email protected]> wrote:

> You can find this account details here https://staging.openmf.
> org/#/viewshareaccount/1
> Username&Password -> mifos, password
>
> Regards,
> Nazeer
>
>
> On Tue, Dec 12, 2017 at 5:36 PM, Nazeer Shaik <nazeer.shaik@
> confluxtechnologies.com> wrote:
>
>> Hi Sander,
>>
>> We have 3 types of charges.
>> 1) Purchase charges -> It will be applied on share purchases
>> 2) Redeem charges -> It will be applied on share redeems
>> 3) Account activation charges -> It will be collected on account
>> activation. (May be we need to change the label in the community app)
>>
>> See one example below
>>
>> Journal Entries:
>> id account_id office_id currency_code transaction_id entry_date type_enum
>> amount office_running_balance organization_running_balance
>> share_transaction_id
>> 192 36 1 USD SH19 12-12-2017 2 7 7 7 19
>> 193 37 1 USD SH19 12-12-2017 1 5 5 5 19
>> 194 39 1 USD SH19 12-12-2017 1 2 2 2 19
>> 195 37 1 USD SH19 12-12-2017 2 5 0 0 19
>> 196 38 1 USD SH19 12-12-2017 1 5 *5* 5 19
>> 197 36 1 USD SH18 12-12-2017 2 4 *11* 11 18
>> 198 39 1 USD SH18 12-12-2017 1 4 *6* 6 18
>> Account 36 Share Reference
>> Account 37 Share Suspense Control
>> Account 38 Share Equity
>> Account 39 Income from Fees
>> *Count* *Price($)*
>> Shares Purchased 10 0.5
>> Purchase Charge (Flat) 2
>> Total 7
>> Activation Charge (Flat) 4
>> Total 11
>> Can you give bit more details which one is not matching please.
>>
>> Regards,
>> Nazeer
>>
>> On Tue, Dec 12, 2017 at 5:09 PM, Sander van der Heyden <
>> [email protected]> wrote:
>>
>>> Hi Nazeer, Santosh,
>>>
>>> When it comes to the charges bookings, we've seen that it is only booked
>>> upon activation. That however creates a situation where your charges on
>>> share accounts are not equal to the balance in your GL accounts which is
>>> not only confusing to customers, but also technically incorrect. I would
>>> therefore recommend to also only add the charge at time of activation,
>>> same
>>> way it is done for savings accounts and other deposit products. This way
>>> the system behaves consistently across products and it becomes easier to
>>> document and explain to endusers.
>>>
>>> S
>>>
>>>
>>>
>>> Sander van der Heyden
>>>
>>> CTO Musoni Services
>>>
>>>
>>>
>>>
>>> Mobile (NL): +31 (0)6 14239505
>>> Skype: s.vdheyden
>>> Website: musonisystem.com
>>> Follow us on Twitter!  <https://twitter.com/musonimfi>
>>> Postal address: Hillegomstraat 12-14, office 0.09, 1058 LS, Amsterdam,
>>> The Netherlands
>>>
>>> On 12 December 2017 at 12:27, Nazeer Shaik <
>>> [email protected]> wrote:
>>>
>>> > Hi Santosh,
>>> >
>>> > As discussed it is not adding duplicate journal entries. Once account
>>> is
>>> > created, it is adding the journal entries for Share Reference, Share
>>> > Suspense Control, Income from fees (if purchase charge is added).
>>> > Once account is approved, Suspense amount will be moved to Share
>>> Equity. So
>>> > we are adding new journal entries.
>>> > Once account is activated, the activation charge journal entries are
>>> added.
>>> >
>>> > Please verify all possible scenarios provide detailed explanation to
>>> > Andrew. If any issue is there, please update in the already created
>>> jira
>>> > issue.
>>> >
>>> > Regards,
>>> > Nazeer
>>> >
>>> > On Tue, Dec 12, 2017 at 10:02 AM, Santosh Math <
>>> > [email protected]> wrote:
>>> >
>>> > > Hi Andreew,
>>> > >
>>> > > This issue exists and raised here:
>>> > >
>>> > > https://issues.apache.org/jira/browse/FINERACT-574
>>> > >
>>> > > Let me know if I am missing something.
>>> > >
>>> > > Thanks
>>> > > Santosh
>>> > > On Mon, Dec 11, 2017 at 9:41 PM, Andrew Dzakpasu <
>>> > > [email protected]> wrote:
>>> > >
>>> > > > Hi
>>> > > >      I have currently been playing around with creating of share
>>> > > account. I
>>> > > > have notice a behaviour which is not consistent with other parts
>>> of the
>>> > > > system in regards to bookings of journals.
>>> > > > Is there any reason why bookings are made prior to a share account
>>> been
>>> > > > active ?.
>>> > > > An Example is
>>> > > >
>>> > > > 1. When creating a share account with a share purchase charge of 2
>>> > > dollars
>>> > > > and number of shares as 10. After creating the share account you
>>> will
>>> > > > notice that bookings have already been made in the journals entry.
>>> Even
>>> > > > though the share account is not active yet
>>> > > >
>>> > > > 2. When you approve the share account above. You will again notice
>>> > > bookings
>>> > > > in the journal entry are made. Even though the share account is not
>>> > > active
>>> > > > yet.
>>> > > >
>>> > > > 3. I also notice when an activation share charge is attached to a
>>> share
>>> > > > account. When the share account is created there is a entry
>>> created in
>>> > > the
>>> > > > "m_share_account_charge_paid_by"  even though the charge is not
>>> paid.
>>> > In
>>> > > > other parts of the system i.e. loans or savings  this entry is only
>>> > made
>>> > > > when the charge is paid for or for savings this is made when the
>>> > savings
>>> > > > account is active.
>>> > > >
>>> > > > What is the reason for the prior bookings before the share account
>>> is
>>> > > > active as this is very confusing.
>>> > > > Can anybody explain why this is done so.
>>> > > >
>>> > > > kind regards
>>> > > > Andrew
>>> > > >
>>> > >
>>> >
>>>
>>
>>
>

Reply via email to