Kay,

There are times when schedules are 'regenerated' but only future
schedules  e.g.  a new holiday or moratorium is added

I am not too sure what happens in the 'redo loan' case.

if this is just a case where you want to represent old data from
another system where all the schedules exist in the past then it might
be acceptable but it looks like a tailored 'interest calucluation' for
loan would need to be added to best solve the problem.

KeithW.

On Tue, Sep 28, 2010 at 1:32 AM, Kay Chau <[email protected]> wrote:
> Thanks Nayan, I’ve decided to cc the dev list as this deals with the code.
>
>
>
> Keith, and those who have looked at our code for schedules, is there
> anything we do to regenerate schedules?
>
>
>
> I would be careful though Nayan as some unexpected behavior might occur.
>
>
>
> For example, if you tried to redo a loan, or add holidays, those would need
> to change the rest of the schedule – those features might not work as well?
>
>
>
> Are you using collection sheet entry?
>
>
>
> Kay
>
>
>
> From: Nayan Ambali [mailto:[email protected]]
> Sent: Friday, September 24, 2010 6:57 PM
> To: A good place to start for users or folks new to Mifos.
> Subject: Re: [Mifos-users] FW: [Mifos-developer] Managing installment
> amounts when migrating fromExcel to MIFOS
>
>
>
> Hi Kay,
>
>
>
> You would like to be able to do this through the backend.
>
>
>
> Yes we are doing it from backend
>
>
>
>  and the question here is would Mifos somehow automatically recalculate the
> schedule even after you have set it up this way since the schedule you input
> does not match any current Mifos loan product logic.
>
>
>
> Yes that is the question. along with that is there any other risk
>
>
>
> Thanks
>
> Nayan GA
>
>
>
>
>
> On Fri, Sep 24, 2010 at 9:35 PM, Kay Chau <[email protected]>
> wrote:
>
> Hi Nayan,
>
>
>
> Just want to confirm my understanding.
>
>
>
> There is a need here to migrate a loan schedule that is not possible through
> the Mifos front end for loan products right now.
>
>
>
> You would like to be able to do this through the backend, and the question
> here is would Mifos somehow automatically recalculate the schedule even
> after you have set it up this way since the schedule you input does not
> match any current Mifos loan product logic.
>
>
>
> Is that correct?
>
>
>
> Kay
>
>
>
> From: Nayan Ambali [mailto:[email protected]]
> Sent: Friday, September 24, 2010 9:00 AM
>
> To: A good place to start for users or folks new to Mifos.
> Subject: Re: [Mifos-users] FW: [Mifos-developer] Managing installment
> amounts when migrating fromExcel to MIFOS
>
>
>
> Hey Binny,
>
>
>
> Let me put this question again and my suggestions also..
>
> For example MFI has product with 5 installments
>
> Principal is 100. repayment schedule is
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 0
>
>
>
> So MFI collects 20 as total interest at the rate of 20% for given duration
>
>
>
> Now MFI decide go with Mifos, but mifos generates schedule like below
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4
>
>
>
>
>
> So transition with operational aspect will not happen smoothly. So MFI do
> not agree for this approach.
>
>
>
> MFI says I want my original schedule for active loan but for new loans we
> can go with Mifos generated schedule.
>
>
>
> So I have two suggestions
>
> 1. Define product with 20% and 5 installments but forcefully
> .populate repayment schedule as
>
>
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 0
>
>
>
> Risk is if Mifos triggers recalculation of  repayment. Not sure Mifos can do
> this
>
>
>
> [ If recalculation triggers schedule looks like
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4
>
> 20 + 4 ]
>
>
>
>
>
> 2. Define product with 25% and 5 installments and now also forcefully
> .populate repayment schedule as
>
>
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 0
>
>
>
> Even if Mifos triggers recalculation only last schedule is effected. But
> product definition is wrong.
>
> [ If recalculation triggers schedule looks like
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5
>
> 20 + 5 ]
>
>
>
>
>
> If any one has suggestion, please help
>
> Thanks
>
> Nayan GA
>
>
>
> On Fri, Sep 24, 2010 at 8:31 PM, Kay Chau <[email protected]>
> wrote:
>
> That’s right.
>
>
>
> From: Binny Gopinath [mailto:[email protected]]
> Sent: Thursday, September 23, 2010 11:54 PM
> To: A good place to start for users or folks new to Mifos.
> Subject: Re: [Mifos-users] FW: [Mifos-developer] Managing installment
> amounts when migrating fromExcel to MIFOS
>
>
>
> Hi Emily,
>
>
>
> Adding a holiday would change the schedule, but the amounts themselves would
> not get modified, right?
>
> i.e. the amount due on the holiday would just be added to the next
> installment (if it is set to be collected in the next meeting).
>
>
>
> I want to pre-populate the amounts (with fixed amounts and not
> auto-calculated amounts).
>
>
>
> Thanks
>
> Binny
>
>
>
> On Fri, Sep 24, 2010 at 3:29 AM, Emily Tucker
> <[email protected]> wrote:
>
> Hi Binny,
>
>
>
> Moving this to mifos-users, since I think this is the more appropriate list
> for your question.
>
>
>
> Others on the list can keep me honest, but no—I do not know of any scenario
> where Mifos would change past installment amounts or the previous
> installment schedule.  Obviously if you add a holiday, that will change the
> future repayment schedule—but nothing should impact the previous payments
> made.
>
>
>
> Cheers,
>
> Emily
>
>
>
> From: Binny Gopinath Sreevas [mailto:[email protected]]
> Sent: Thursday, September 23, 2010 5:13 AM
> To: 'Mifos software development'
> Subject: [Mifos-developer] Managing installment amounts when migrating
> fromExcel to MIFOS
>
>
>
> All,
>
>
>
> For an implementation, we are migrating from an Excel-based MIS to MIFOS:
>
> For example: installment amount in Mifos would be 592.17 for:
>
> Loan amount: 15,300
>
> Interest: 14% Flat
>
> Number of Installments: 30 (once in 14 days)
>
>
>
> However, this is an active loan and MFI has been collecting 595 (rounded
> off) for each installment.
>
> This rounding off will be different for each loan amount and hence cannot be
> accommodated using our rounding rules.
>
>
>
> We are thinking of using migration scripts to create the active loans and
> their corresponding scheduled installment amounts in Mifos.
>
> In the above example, this will be 29 installments of 595 and 30th
> installment of 510.
>
> Can this approach fail at any future point?
>
> (as in, can any event in Mifos trigger re-computing of installment amounts?)
>
>
>
> If we were to allow Mifos to re-compute installment amounts, future
> installments will be different from 595.
>
> And, if we were to ask loan officers to continue collecting 595, then the
> branch cash confirmation report will always be off.
>
> If we ask the loan officers to collect the new amount as per Mifos, it would
> need a lot of training to be given to both loan officers and group members.
>
> This would be painful for the MFI.
>
>
>
> Note: Only the currently active loans will face this issue.
>
> All new loans will be collected as per schedule that Mifos generates.
>
> --
> Thanks and Regards
> Binny Gopinath Sreevas
> +91-98861 39498
> Skype: binny.gopinath
>
>
>
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> --
> Regards
> Nayan G. A.
> 9901154134
>
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> Start uncovering the many advantages of virtual appliances
> and start using them to simplify application deployment and
> accelerate your shift to cloud computing.
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>
>
> --
> Regards
> Nayan G. A.
> 9901154134
>
> ------------------------------------------------------------------------------
> Start uncovering the many advantages of virtual appliances
> and start using them to simplify application deployment and
> accelerate your shift to cloud computing.
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