Dear Joseph, I have done something similar it was on savings monthly charges please see my answers below
Has anyone here implemented something similar? Any major stuff we need to look out for? - *Look out for conflicts on the product settings what you change should be inline with the changes on the product otherwise it might make mifos look inaccurate* Of course our major concern is if for example the interest rate was changed for a Savings Account would the unposted interests earned before the settings change be affected or not. *Any non-posted interests in my experience will be affected on the next interest calculation, MifosX will look at the last posting date, and recalculate and update the " Earned interest not posted " during this calculation, it will use the available rate (which you will have set at that time)* *Look out for " savings-interest-posting-current-period-end " under the global configurations which determines when the interest is posted. "* *Other changes like overdraft_limits and allowing overdraft might cause issues in future so be careful if you wish to make challenges along these lines - Reason is that during postings (charges, deposits, withdrawals etc) mifosx runs through the entire transactions stack of that account (this was for version 17.07.01) and if there is a conflict of conditions u will start seeing error messages you did not see before* if i were you i would do the following - *Start with accounts department and agree on the most appropriate date to do this in line with looking at point 2 below* - *Do these changes on a date after the interest has been posted just a day or 2 into the new posting period will make things easier * - *I would test this on a non-production server and trigger the postings by inducing the cron job under Scheduler Jobs * My Kind Regards Francis Guchie Kirago *Skype:* francisguchie *Whatsapp: *232 79 19 44 07 *LINKEDIN:* https://www.linkedin.com/in/francis-guchie-kirago-a4379617/ twitter: @FrancisGuchie On Thu, Aug 27, 2020 at 1:28 PM Joseph Cabral <joseph.cabra...@gmail.com> wrote: > Hi everyone, > > We are thinking of implementing a batch job to update the settings of all > Savings Accounts linked to a specific Savings Product when some settings > are changed (ex. Interest Rate, Posting Period, etc). > > Has anyone here implemented something similar? Any major stuff we need to > look out for? Of course our major concern is if for example the interest > rate was changed for a Savings Account would the unposted interests earned > before the settings change be affected or not. > > > Regards, > > Joseph > > > Mifos-developer mailing list > mifos-develo...@lists.sourceforge.net > Unsubscribe or change settings at: > https://lists.sourceforge.net/lists/listinfo/mifos-developer
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