Customer Inquiry - Customer Loans Panel

Use the Customer Loans Panel to quickly view the details of the customer's open loan and a history of the payments the customer has made for the loan, if applicable. The table following the window example describes the Customer Loans Panel for the Customer Inquiry.

Tips:

To calculate the customer's loan payoff, click the Loan ID to open the Customer Loans Payoff Calculator Panel.
You can also view the customer's outstanding loan balance in the Balances Panel of the Customer Inquiry.
The Customer Loans Panel only displays open loans. To view history details of a customer loan that is paid off, see the History Inquiry.
For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Customer Loans Panel:

1. The Customer Inquiry window automatically opens when Utility Billing is launched.
Tip: To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

2. At the Inquire By prompt, click Customer in the drop-down list.

3. Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.

Tip:
To inquire by location, service connection or street name, see the Customer Inquiry - Inquire By Selection Area.

4. Click Move Right on the Customer Panel Toolbar to display additional buttons.

5. Click Loans on the Customer Panel Toolbar.

Customer Inquiry - Customer Loans Panel Window Example:

Customer Inquiry - Customer Loans Panel Field Descriptions Tip: To see more information about a field, click the hyperlink for the field name.
Loan ID	Displays the identification for the customer's loan. Tip: To quickly calculate the total loan interest and payment to payoff the loan, click the Loan ID to open the Customer Loans Payoff Calculator Panel.
Detail
Loan Date	Displays the date the loan began for the customer.
Loan Amount	Displays the full dollar amount loaned to the customer.
APR	Displays the annual percentage rate assessed on the loan.
Payment	Displays the dollar amount to be paid on a periodic basis as repayment of the customer loan.
Maturity Date	Displays the date the loan is fully paid off.
Balance	Displays the outstanding balance due to be paid for the customer loan.
Accrued Principal	Displays the accumulated dollar amount applied to the principal loan amount so far.
Accrued Interest	Displays the accumulated dollar amount applied to loan interest during the life of the loan so far.
Payments Note: The Payments Area lists a history for each payment the customer has made.
Date	Displays the date of the customer loan payment.
Check	Displays the check number associated with the loan payment, if applicable.
Description	Displays Loan Interest or Loan Principal as the description associated with the payment transaction.
Amount	Displays the dollar amount of the customer's loan payment.