Hello,
I'm adding the Mifos functional mailing list back to this email thread.
In general, you should 'reply-all' when responding to a post on the
mailing list so that everyone has the benefit of seeing your subsequent
questions and responses. Here are some links to the mailing list
etiquette that we try to follow on our lists:
http://linux.sgms-centre.com/misc/netiquette.php
http://mifos.org/developers/listserv/developer-functional-mailing-lists#
etiquette
http://catb.org/~esr/faqs/smart-questions.html
In terms of your question about savings accounts, you should be able to
create savings for clients, groups and centers, depending on how Mifos
is configured. Loan accounts can not be created for centers (only for
clients and groups). You can take a look through the Mifos functional
specification if you have more questions along these lines and if you
don't see the answer to your questions there, please feel free to send
email to this list. The functional specifications for v1.0 of Mifos can
be found here:
http://mifos.org/knowledge/functional-specs
Thanks,
Aliya
________________________________
From: Abdul-Quadri Dauda [mailto:[EMAIL PROTECTED]
Sent: Wednesday, January 23, 2008 2:42 AM
To: Aliya Walji
Subject: RE: [Mifos-developer] Please I need help on creating account
Hello,
Thanks very much, I am very grateful. Can you believe that I can
create the loan and saving accounts now, after following your
instruction and expectially that of Mayank Upadhayay. But I also notice
something which I will like to inform you. I think it does not need for
the frequency on the loan product to matche with the frequency of the
meeting schedule for the group/client for which you are creating a loan.
What I just did is that, I just create the group and also the client and
changed there state to active according to Mayank Upadhayay. And all
started showing in the Combo box.
I also noticed that a Saving Account can only be created for Center
and only through the Center Page, which am not yet cleared with. I can
not create Loan Account for Center. Please I will still need your help
here.
Thanks,
Abdulquadri.
________________________________
From: "Aliya Walji" <[EMAIL PROTECTED]>
Sent: Wednesday, January 23, 2008 6:40 AM
To: "Developer" <[EMAIL PROTECTED]>,
<[EMAIL PROTECTED]>
Subject: RE: [Mifos-developer] Please I need help on creating account
Thanks Mayank :-)
One other suggestion I have is also to ensure that the c matches the
frequency of the meeting schedule for the group/client for which you are
creating a loan. For example for clients that have monthly meetings,
loan products with weekly repayments will not show up as an option in
the drop down list when creating a loan account. Similarly, if you have
a loan product with monthly frequency, then any clients with
weekly/bi-weekly etc. meetings will not be able to have a loan account
for that loan product with monthly repayments.
Hopefully between Mayank's tips and the information above, you'll be
able to create loan and savings accounts successfully.
Thanks,
Aliya
________________________________
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of
Mayank Upadhayay
Sent: Tuesday, January 22, 2008 9:31 PM
To: [EMAIL PROTECTED]; Developer
Subject: Re: [Mifos-developer] Please I need help on creating account
Hi Abdul,
For creating an account you need to have group or client, and
loan/savings product must be eligible for the same.
For example :- If you have created an loan product that is for
group, then product will only be visible for creating an account for
group.
You can follow the procedure below to create a loan account
from scratch for group.
1. Create a loan product for group.
2. Create an office.
3. Create a user that must be loan officer.
4. Create a center under that office
5. Create a group under that center.
6. Change the state of group to active.
7. Then create a loan account for that group.
I hope this will help you out.
Regards,
Mayank Upadhayay* Software Engineer* SunGard * Technology Services *
Divyasree Chambers Langford Road Bangalore 560025 India
Tel +91-80-2222-0501 * Mobile +91-9986731792 * Fax +91-80-2222-0511 *
www.sungard.com
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-----Original Message-----
From: [EMAIL PROTECTED]
[mailto:[EMAIL PROTECTED] On Behalf Of
Abdul-Quadri Dauda
Sent: Tuesday, January 22, 2008 5:44 PM
To: [EMAIL PROTECTED]
Subject: [Mifos-developer] Please I need help on creating account
Hi, Please I need your assistance on how to use this software
(Mifos). Although I had done something which was alright with the help
of the user manual, but am having a challenge on how to create a loan
and saving account. I had defined the loan and saving product where I
specify the product instance name, but anytime I want to create a loan
or saving account the combo box in front of the savings instance name
will not bring anything out.
Please help me out, may be there is something I still need to do.
Thanks,
Dauda Abdulquadri
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