Leah,
Are you familiar with the change account status feature? This allows you to
bulk approve loans. You can also use the Create multiple loan accounts
feature to create multiple loans at one time. Also, if you¹d like to do
bulk disbursals you can use the Collection Sheet Entry for that.
Ryan
On 8/4/09 22:45, "Leah Morgan" <[email protected]> wrote:
> Krishnan and Ryan,
>
> I am trying to disable all of the required approvals because we are a very
> small organization (only a few people) - the same people who are entering the
> data in the first place end up having to approve their own entries so the
> process ends up being much more tedious than necessary.
>
> Anyway, thanks for your help. I will let you know how it turns out.
>
> Take care,
>
> Leah
>
> On Thu, Jul 30, 2009 at 6:01 PM, Krishnan M <[email protected]> wrote:
>> Hello,
>>
>> [From the perspective of the developer...]
>> Is it possible that this error can occur if there are already some customers
>> in 'Pending approval' state, and you then change configuration such that
>> pending approval state is disabled?
>>
>> (If you already have pre-existing data and customers,) try running this
>> query:
>>
>> select distinct(cust.status_id), cust.customer_level_id, cstate.description,
>> cstate.currently_in_use from customer cust, customer_state cstate where
>> cstate.status_id = cust.status_id and cstate.level_id =
>> cust.customer_level_id;
>>
>> Do the query results return any descriptions that include "Customer Was
>> Pending"?
>>
>> BTW, i am interested in the functional aspect too. i've seen MFIs have
>> someone responsible for verifying customers (and loan applications) that is
>> independent of the field officer or other person that introduced them, and,
>> that seems to be the genesis for "approving" customers.
>>
>> Thanks,
>> krishnan
>>
>>>>
>>>> On 7/30/09 8:54, "Ryan Whitney" <[email protected]> wrote:
>>>>
>>>>> Leah,
>>>>>
>>>>> Looking at the log it looks like the primary proplem you are having is
>>>>> with the Client Pending Approval option in the configuration file. Did
>>>>> you try running the database workaround identified in the configuration
>>>>> instructions?
>>>>>
>>>>> I suspect that what you might need to do is load a fresh copy of the Mifos
>>>>> database and then run each of those SQL commands identified in the config
>>>>> instructions in regards to changing the approval processes. I would then
>>>>> make sure you are doing that for each of those approval changes you are
>>>>> making as the one error we are seeing may just be the first one Mifos runs
>>>>> into before stopping (so if you fix just that one, it will then trigger
>>>>> the next one)
>>>>>
>>>>> Let us know how it works out.
>>>>>
>>>>> Oh, and as an aside, I am interested to know why you are removing all the
>>>>> approval steps?
>>>>>
>>>>> Thanks,
>>>>> Ryan
>>>>>
> Leah Morgan
> Program Manager
> Chapter 58 Trust
>
> US Mobile: +1 678 438 4059
> Ghana Mobile: +233 (0)20 647 7785
>
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Mifos Technical Program Manager
[email protected]
Mifos - Technology that Empowers Microfinance (www.mifos.org)
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