Hi All, Some interesting questions/issues identified by Bart below at our Jitegemea deployment. Thought it useful to post to the community even though he's still researching the issue....
________________________________ From: Bart Berning (Contractor) Sent: Monday, December 17, 2007 10:19 PM To: Amy Bensinger (Contractor) Cc: Aliya Walji; Emily Tucker; [EMAIL PROTECTED] Subject: Loan Officer can't apply payment on peculiar accounts... Hiya Amy, and all, Some credit officers at Jitegemea are running into a problem when they try to Apply Payments on the loan detail page of their members. When they click the Apply Payment link they get a "You do not have permission..." error. I think the cause is the account.personnel_id of the loan account is not the customer's loan officer (customer.loan_officer_id). Occasionally it is the 'Recruited by' loan officer (customer.customer_formedby_id). I don't see anything in the change log for the customer to indicate he has been moved from the recruited by loan officer to the current loan officer, but I'll drill up and see if the entire gitati or group had been moved. In the meantime, could you run this query to see if you also have a lot of loans where the personnel_id does not match the loan_officer_id? I just want to know if that mis-match is a normal state of affairs. (Given your dataset, you may want to limit the number of rows!) At Jitegemea we have about 1100 loans in this state. Next I want to try to manually update the account.personnel_id to see if that fixes it. Once I figure out what's going on I'll post to the developer listserv. And think possibly do a mass update of the account.personnel_id. The credit officers at Jitegemea are quick to throw up their hands and give up when they encounter this kind of bug, so I want to remedy it quickly... B select c.customer_id, c.display_name, a.account_id, a.account_type_id, a.personnel_id, pX.display_name, c.loan_officer_id, pY.display_name, c.customer_formedby_id, pZ.display_name from customer c, account a, personnel pX, personnel pY, personnel pZ where c.customer_id = a.customer_id and a.personnel_id = pX.personnel_id and c.loan_officer_id = pY.personnel_id and c.customer_formedby_id = pZ.personnel_id and a.account_type_id = 1 and c.loan_officer_id <> a.personnel_id group by customer_id;
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