Create Loan Wizard

Use the Create Loan Wizard to create customer loans by entering the details of the loans.  Your organization may offer loans to customers for utility work that is done and you can use this wizard to enter the loan information.  For example, your organization may offer loans to customers who are being charged for new infrastructure upgrades such as, new pipe lines.  In addition, you can link customer loans to a bond or project.

Notes:

• Loans are assigned to customers for a specific service.  Customers can only have one loan per service.

• There are different types of interest calculations available for loans.

• After you have created the loans, run the New Loans Print Journal to review the loan information for accuracy.  For more information on the timing and sequence of loans tasks, see Loans Procedure.

• For general information about using wizards, see the Wizard - Introduction.

Directions:

To see directions for...

• Opening the Create Loan Wizard, click More.

   

  1.  Click Processes from the Menu Bar.

  2.  Click Loans.

  3.  Click New Loans.

  4.  Click Create Loan Wizard.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [p] [l] [l] [n] [w].

   

  Create Loan Wizard Window Example:

  Tip:  To see general instructions for each panel in the example below, the cursor becomes a hand when you position the cursor over the field or panel.  Click once to display the associated topic.

  

   

• Creating a New Customer Loan, click More.

   

   IMPORTANT:  To avoid losing data, the wizard automatically validates and saves your data when you click Finish.

   

  1.  Open the Create Loan Wizard.

  2.  At the Select Customer Step, enter the Customer ID in the Data Entry Panel.
  Tip:  To Search for a Customer, click Search .

  3.  To advance to the next step, simply press [ENTER].
  Tip:  For more information about moving around within the Wizard, see the Wizard - Navigation topic.

  4.  Enter the required information during the following steps:
  Select Service
  Enter the Loan Details
  Verify the Loan Details

  5.  To position the pointer to the information that you want to enter, press [TAB] or click the field using the mouse.

  6.  Enter the data changes.

  7.  To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Editing an Existing Customer Loan, click More.

   

   Note:  This wizard only creates loans.  You can not edit loans.

   

• Deleting an Existing Customer Loan, click More.

   

   Note:  This wizard only creates loans.  You can not delete loans.

   

• Understanding the field values for the following panels, click the panel name in the table below: