Hello,
Thanks very much for your assistance. I can now explain more on how to
create the loan and saving account successfully,I am very happy since I got
this. Many thanks to Aliya Walji and Mayank
Upadhayay who help me out. But I still need your assistance in the area of
applying payment for a Loan Account which is the next step for me now. I can
not find the apply_payment_ link where I am supposed to find it on the
Loan_Account_Dashboard I created and I clicked on the view_details_link where
I found the apply_payment_ link, but I always get a blank_page whenever I click
on it.
Please help me look into this, I will be very grateful if you can help me out
here.
Thanks,
Dauda Abdulquadri.
Remain blessed.
----------------------------------------
From: "Aliya Walji" <[EMAIL PROTECTED]>
Sent: Wednesday, January 23, 2008 11:05 PM
To: [EMAIL PROTECTED]>, "Mifos functional discussions"
<mifos-functional@lists.sourceforge.net
Subject: RE: [Mifos-developer] Please I need help on creating account
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 J
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
P Think before you print
CONFIDENTIALITY: This email (including
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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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