Existing Loans Create Loan Transactions

Use the Existing Loans Create Loan Transactions routine to generate the loan billing transactions for the customer loan payments that are due this period.  

Directions:

To see directions for...

• Opening the Existing Loans Create Loan Transactions Routine, click More.

   

  1.  Click Processes from the Menu Bar.

  2.  Click Loans.

  3.  Click Existing Loans.

  4.  Click Create Loan Transactions.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [p] [l] [l] [e] [c].

   

  Existing Loans Create Loan Transactions Window Example:

  

   

   

• Choosing the Selections at the Prompt Window, click More.

   

  Existing Loans Create Loan Transactions Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the services to consider, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All .
  Companies	To select the companies to consider, click to check the appropriate companies listed. Tip:  To quickly select or de-select all companies listed, click Check All .
  Finance Periods	To select the Finance Periods to consider, click to check the appropriate Finance Periods listed. Tip:  To quickly select or de-select all Finance Periods listed, click Check All .
  Rate Class	To select the rate classes to consider, click to check the appropriate rate classes listed. Tip:  To quickly select or de-select all rate classes listed, click Check All .
  	To run the routine and generate the report, click Proceed or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .
  Status	Displays information pertaining to the various phases of the Create Loan Transactions process to guide you. Note:  The status displays Complete when the process is ended.  In addition, the Message window displays Process Ended and 100% to alert you when the routine is complete.
  	To close the Existing Loans Create Loan Transactions program when Complete displays and the routine is finished, click Close .