Before creating Active Contract you need to create Calculation via Role Centrum Loans>Actions>New>Create New Loan. For more information use link How to create calculation. Then the process of transferring status from Calculation to Active Contract is simple:
Financing Card/Change Status
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We are allowed to change status sequence following:
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Calculation → Send Offer (changes status to Offer), Archive Contract (changes status to Archived)
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Offer → Send to Approval (changes status to Waiting for Approval), Archive Contract (changes status to Archived)
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Waiting for Approval → Approve Contract (changes status to Approved), Archive Contract (changes status to Archived)
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Approved → Sign Contract (changes status to Signed), Archive Contract (changes status to Archived)
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Signed → Activate Contract (changes status to Active), Archive Contract (changes status to Archived)
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Active → Suspend Contract (changes status to Suspend), Early Termination of Contract (changes status to Closing)
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Suspend → Activate Contract (changes status to Active), Early Termination of Contract (change status to Closing)
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Closing → Settling of Contract (changes status to Settling), Archive Contract (changes status to Archived)
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Settling → Archive Contract (changes status to Archived)
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Archived → we are not allowed to changed status of archived contract
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We are allowed to perform also reverse status changes
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Closing → Activate Contract (changes status to Active)
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Suspend → Activate Contract (changes status to Active)
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Settling → Early Termination of Contract (changes status to Closing)
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Basic contract statuses are displayed on Dashboard
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Clicking on particular tile shows filtered contracts with this status, e.g. under tile Active can be found all active contracts.
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Once you activate your contracts, you can post installments in Payments Calendar in two ways:
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Manually
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for separately posting use menu Home/Payment Calendar and click to the button Post.
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Invoice is created and Payment Balance increases.
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You can also cancel posted invoice.
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Mass posting of installments
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To post installments filtered by selected parameters use Processing>Financing Payment Posting>Post.
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Follow up:
How to create calculation in general