Hi all,
This question came up with a partner MFI today. They wanted to know how
they could limit a client to only one active loan account for a given loan
product.
The trick is to use the Product Mix feature.
Steps:
1. Go to the admin page
2. If the loan product already has a product mix defined, select "View
Products Mix", click on the loan, then select "Edit Product mix
information".
If no product mix has been defined yet, select "Define products mix" and
select the product.
3. Select the loan product on the right hand box and click on "remove"
4. Click on preview and then submit
Now, when an user tries to disburse** the second active loan the system will
return an error stating "# The loan could not be disbursed as <loan name>
and <loan name> are not allowed to co-exist".
Ryan
** The system will allow a second loan to be created and approved, just not
disbursed.
Ryan Whitney
Mifos Technical Program Manager
[email protected]
Mifos - Technology that Empowers Microfinance (www.mifos.org)
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