Bulk Created loans are not showing up in Collection sheet for disbursal
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Key: MIFOS-2886
URL: http://mifosforge.jira.com/browse/MIFOS-2886
Project: mifos
Issue Type: Bug
Components: Collection Sheet Entry
Affects Versions: Release 1.3.1
Reporter: Ryan Whitney
Assignee: Ryan Whitney
Priority: Major
This is for tracking a bulk entry with Mifos. Not sure at this time if its a
bug or not.
>From perpetua, detailing testing:
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Groups tested
1. Blessed Sisters Murengeti, Limuri Branch, Beth loan officer
* Today's dates for all activities
* Able to pass cleanly from steps 1-3 and new loans were
automatically disbursed with the disbursal date set to 27/04/2010, which
goes against previous thinking that this did not work for any
groups-Perpetua says it was the first one in three weeks that bulk
disbursal worked
* However, there was an new issue as on collection sheet there
was no longer a place to enter in repayments of the previous month's
advances
* Loan officer had to go back and manual enter in that last
month's advance loans were paid off
2. Vision Women Gathaithi, Kiambu Branch, Patricia loan officer
* Today's dates for all activities
* Was able to complete the process without issue
3. Mwanzo Mwema, Kiambu Branch, Perpetua loan officer
* Group supposed to meet on 3rd Thursday (15 April)
* Group actually met on 4th Thursday (22 April)
* Data entered on 27 April
* Stopped at step three of process: able to see previous month's
advances but not able to disburse the advances from this month that had
been approved using bulk approval
* Disbursed the Advance Loans client by client and the system automatically
sets the disbursal date to 20/5/2010.Changed the disbursal date to 27 April
and on going back to the client advance page the disbursal date yes has
changed but now the normal advance is due on 17/06/2010 and this shouldn't
be the case, it should be due in may since it's a month loan.
4. Umoja Women Witeithie B, Kiambu Branch, Mary loan officer
* Group supposed to meet on the 2nd Friday (9 April)
* Group actually met on 4th Tuesday (27 April)
* Loans were bulk approved, but disbursal date was set to the
2nd Friday of next month (14 May).Changed the disbursal date to 27/4/2010
but now the normal Advance Loan is due on 11/06/2010
Preliminary Conclusions
* Server date and data that group is scheduled should be the
same dates that data is entered into collection sheet and new advance
loans approved
Question
* If we key in information past the meeting date can we use the
collection sheet data?
Additional issues noticed:
* Not all advances have been approved-backlog on some groups of
over one week
* Need to make sure meeting dates and frequencies are
continuously updated after changes are made so we are not entering in
data
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