Hi Simon, Unfortunately, administrative documents do not currently appear on the Savings details page as expected. This is a known issue - https://mifos.dev.java.net/issues/show_bug.cgi?id=1977.
Administrative documents associated to Loans should be working for you however. When you upload the new admin document, please be sure to add all the appropriate loan states using the Add button on the Upload admin documents page. To confirm your upload is working, I suggest uploading a document and adding all loan states as valid to confirm the upload is working in your environment. The administrative document link(s) should appear on the loan account details page right below the Collateral details portion of the loan details page. You may have to scroll down the page to view the link. Hope this helps. Regards, Jeff -----Original Message----- From: Ed Cable [mailto:[EMAIL PROTECTED] Sent: Monday, December 01, 2008 4:40 PM To: [email protected] Cc: [EMAIL PROTECTED] Subject: Re: [Mifos-functional] Request for Mifos Reports Simon, I've forwarded your response onward to the functional mailing list so that others are able to help you once again wit the administrative document functionality. Please reply to all on this email so that your response goes back to the mifos-functional mailing list. Ed From: Simon Ndungu [mailto:[EMAIL PROTECTED] Sent: Thursday, November 20, 2008 9:25 PM To: Edward Cable Subject: Re: Request for Mifos Reports Dear Edward, I am able to create reports and diplay them but am having challenges in administrative docunents. I create a deposit slip in BIRT (receipts.rptdesign) and uploaded it in Admin tab, Upload Administrative Documents. I specified the name, type was savings, i selected all active account and lastly the file & location of the rptdesign. When i went to clients & accounts tab, selected a customer with a savings account, the opened the savings account, i cant see the administrative doc title nor the document. What else do i need to do. I have tried also with loans and nothing is forthcoming. Thanks in advance, Regards, Simon Ndungu On Nov 19, 1:31 am, "Aliya Walji" <[EMAIL PROTECTED]> wrote: > HiSimon, > > I can provide a bit more information about the "Admininstrative Documents" > feature that Ed refers to. This feature will allow you to automatically > generate receipts: > > > >>[ec] - the functionality of the electronic publishing or the > > generation of admin documents - > >http://www.mifos.org/developers/wiki/ElectronicPublishing- should be > > fairly dynamic if properly configured in the BIRT designer. Our > > community will give you a much more thorough response. > > One can create a receipt template in BIRT with the following parameters > (exactly as shown below): > > 1. userId > 2. account_id > 3. reportName > > Also noteworthy is that you do not need to specify a data source at all in > this report template. Mifos already knows to use the Mifos production DB as > the data source for this type of template. Then, if this template is > uploaded into Mifos (via the "Upload new Admin document" feature on the > "Admin" tab), a link will show up on the loan account page. When the receipt > link is clicked, the system automatically passes in the account ID of the > loan account and generates a receipt for the account, based on the BIRT > template design you have uploaded. In this manner, one can generate receipts > specifically for an account without having to go to the reports tab. One can > also use this feature to generate other documents specific to an account > (vouchers, passbooks, etc). > > Hopefully this helps to answer your question. > > Thanks, > > Aliya > ------------------------------------------------------------------------- > This SF.Net email is sponsored by the Moblin Your Move Developer's challenge > Build the coolest Linux based applications with Moblin SDK & win great prizes > Grand prize is a trip for two to an Open Source event anywhere in the > worldhttp://moblin-contest.org/redirect.php?banner_id=100&url=/ > _______________________________________________ > Mifos-functional mailing list > [EMAIL PROTECTED]://lists.sourceforge.net/lists/listinfo/mifos-functional ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Mifos-functional mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-functional ------------------------------------------------------------------------- This SF.Net email is sponsored by the Moblin Your Move Developer's challenge Build the coolest Linux based applications with Moblin SDK & win great prizes Grand prize is a trip for two to an Open Source event anywhere in the world http://moblin-contest.org/redirect.php?banner_id=100&url=/ _______________________________________________ Mifos-functional mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-functional
