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http://mifosforge.jira.com/browse/MIFOS-4061?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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Kay Chau resolved MIFOS-4061.
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Resolution: Won't Fix
I think there's a little confusion here. The Preview is not for Loan approval
- this is in loan creation, so the preview is just to verify what you've
entered for the loan account.
After creating the loan, then the user can go through and review the loan and
edit as needed before it's finally approved.
For the last point, capturing monthly cash flow for the client and comparing it
to the loan installments is being implemented in Elsie F.
> Recommended changes and improvements for Create Loan account - Review
> installments screen
> -------------------------------------------------------------------------------------------
>
> Key: MIFOS-4061
> URL: http://mifosforge.jira.com/browse/MIFOS-4061
> Project: mifos
> Issue Type: Improvement
> Reporter: Milan Patel
>
> The usefulness of Create Loan account - Review installments screen could be
> improved tremendously. Currently, the user takes this screen as the first
> opportunity to review the loan repayment schedule. User can either
> "Preview", which leads to last screen in loan approval process, or "Cancel"
> the loan account entirely. However, these options are not intuitive at this
> stage of loan approval process; if given the opportunity to review the
> installments, I would expect to either approve the installments, then leading
> to review of the whole loan package (that is, what "Preview" button currently
> does), or modify the installments, either by backtracking to previous screen,
> or by using additional tools to modify the repayment schedule to one's liking
> within the Review installments screen(latter option preferred). To modify
> the schedule, one has to progress to "Preview Loan account information" in
> order to return to the loan entry screen to modify the schedule-- which
> leaves the "Review installment" screen without any functional
> purpose--especially as the exact same information is available on "Preview
> Loan account" screen. Further, a user who reviews the loan on "review
> installments screen" and wishes to modify would intuitively hit the "Cancel"
> button to go back to previous screen and modify the loan--but of course it
> cancels the loan entirely.
> Ideally--"review installments" screen would be improved to include tools to
> modify the payment schedule. This would include ability to specify number of
> repayments, OR specify the size of the total payment to determine the number
> of installments (this is how our organisation works--we drive the payment
> schedule on the amount of money the customer can afford to pay back every
> period).
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