Hi Ryan,
I was not aware of the Create Multiple Loan Accounts and Collection Sheet
Entry features, but I will look into them...thank you!
Leah
On Wed, Aug 5, 2009 at 1:18 AM, Ryan Whitney <[email protected]
> wrote:
> Leah,
>
> Are you familiar with the change account status feature? This allows you
> to bulk approve loans. You can also use the Create multiple loan accounts
> feature to create multiple loans at one time. Also, if you’d like to do
> bulk disbursals you can use the Collection Sheet Entry for that.
>
> Ryan
>
>
>
> On 8/4/09 22:45, "Leah Morgan" <[email protected]> wrote:
>
> Krishnan and Ryan,
>
> I am trying to disable all of the required approvals because we are a very
> small organization (only a few people) - the same people who are entering
> the data in the first place end up having to approve their own entries so
> the process ends up being much more tedious than necessary.
>
> Anyway, thanks for your help. I will let you know how it turns out.
>
> Take care,
>
> Leah
>
> On Thu, Jul 30, 2009 at 6:01 PM, Krishnan M <[email protected]> wrote:
>
> Hello,
>
> [From the perspective of the developer...]
> Is it possible that this error can occur if there are already some
> customers in 'Pending approval' state, and you then change configuration
> such that pending approval state is disabled?
>
> (If you already have pre-existing data and customers,) try running this
> query:
>
> select distinct(cust.status_id), cust.customer_level_id,
> cstate.description, cstate.currently_in_use from customer cust,
> customer_state cstate where cstate.status_id = cust.status_id and
> cstate.level_id = cust.customer_level_id;
>
> Do the query results return any descriptions that include "Customer Was
> Pending"?
>
> BTW, i am interested in the functional aspect too. i've seen MFIs have
> someone responsible for verifying customers (and loan applications) that is
> independent of the field officer or other person that introduced them, and,
> that seems to be the genesis for "approving" customers.
>
> Thanks,
> krishnan
>
>
> On 7/30/09 8:54, "Ryan Whitney" <[email protected]> wrote:
>
> Leah,
>
> Looking at the log it looks like the primary proplem you are having is with
> the Client Pending Approval option in the configuration file. Did you try
> running the database workaround identified in the configuration
> instructions?
>
> I suspect that what you might need to do is load a fresh copy of the Mifos
> database and then run each of those SQL commands identified in the config
> instructions in regards to changing the approval processes. I would then
> make sure you are doing that for each of those approval changes you are
> making as the one error we are seeing may just be the first one Mifos runs
> into before stopping (so if you fix just that one, it will then trigger the
> next one)
>
> Let us know how it works out.
>
> Oh, and as an aside, I am interested to know why you are removing all the
> approval steps?
>
> Thanks,
> Ryan
>
> Leah Morgan
> Program Manager
> Chapter 58 Trust
>
> US Mobile: +1 678 438 4059
> Ghana Mobile: +233 (0)20 647 7785
>
> Skype: leahmorgan
>
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> --
> *Ryan Whitney **
> **Mifos Technical Program Manager
> **[email protected]*
> Mifos - Technology that Empowers Microfinance (www.mifos.org)
>
>
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--
Leah Morgan
Program Manager
Chapter 58 Trust
US Mobile: +1 678 438 4059
Ghana Mobile: +233 (0)20 647 7785
Skype: leahmorgan
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