Hi Keith, the ability to change for an individual account would be ideal. Regards Gayl
On 28/10/2010, Keith Woodlock <[email protected]> wrote: > Hi Gayl, > > yes its possible to leave max withdrawal amount be updated on savings > product but it seems in the scenario that what you really need is > > The ability to 'change' max withdrawal amount for a given individual > savings account rather than all saving accounts associated with the > product? > > Is this right or have I picked it up wrong? > > Regards, > Keith. > > On Thu, Oct 28, 2010 at 10:02 AM, Gayl Kennedy <[email protected]> > wrote: >> Hi all, would it be possible to omit Max Withdrawal Amount from list >> below? My scenario is that we have a mandatory collateral account >> with 1N max withdrawal but when the loan is finished they can withdraw >> their collateral or reduce the value in the account if their next loan >> is for a lower value. if it becomes impossible to edit that we will >> need to close that mandatory account and open a new one for their next >> loan which may be taken out the same week. >> I am not sure why it is being considered for inclusion with the other >> fields below, maybe it is is critical to someone else's business model >> but if not please consider this request. >> >> Thanks Gayl >> >> On 27/10/2010, Kay Chau <[email protected]> wrote: >>> Adding mifos-user list >>> >>> Let's disable that as well. >>> >>> So we are saying once you create a savings product and there are active >>> savings accounts under that product, the following cannot be changed: >>> >>> Interest calculation frequency >>> Interest posting frequency >>> If the savings product is applicable for clients, groups, or centers >>> Type of deposits - mandatory to voluntary, or vice versa >>> Max Withdrawal Amount >>> >>> If any of these need to be changed, a new savings product should be >>> created. >>> >>> Kay >>> >>>> -----Original Message----- >>>> From: Keith Woodlock [mailto:[email protected]] >>>> Sent: Wednesday, October 27, 2010 8:37 AM >>>> To: Jeff Brewster >>>> Cc: Kay Chau; Udai Gupta (Contractor); Van Mittal-Henkle; >>>> [email protected] >>>> Subject: Re: Updating Savings Products >>>> >>>> Kay, >>>> >>>> one more clarification around what we are doing for >>>> http://mifosforge.jira.com/browse/MIFOS-2514. >>>> >>>> Do you want to support the ability to update the interest calculation >>>> and posting frequencies along with iterest rate or just interest rate? >>>> >>>> if yes, it might make things a little trickier to implement. >>>> >>>> if not, we'll also need to disable updating of these fields if >>>> active/inactive savings account exist for product. >>>> >>>> KeithW. >>>> >>>> On Tue, Oct 26, 2010 at 9:46 PM, Jeff Brewster >>>> <[email protected]> wrote: >>>> > Hi all, >>>> > If you think of it, please include Kojo in these off-list emails. >>>> > Otherwise I'll fwd. >>>> > >>>> > Speaking of, can we have these emails on the dev list instead? :) >>>> > >>>> > Jeff >>>> > >>>> >>-----Original Message----- >>>> >>From: Kay Chau >>>> >>Sent: Tuesday, October 26, 2010 1:10 PM >>>> >>To: Keith Woodlock (contact) >>>> >>Cc: Udai Gupta (Contractor); Van Mittal-Henkle; Jeff Brewster >>>> >>Subject: RE: Updating Savings Products >>>> >> >>>> >>Keith I'm fine w/ disabling all of these - will you add this to the >>>> >>issue you are using to do this (new or existing) and add documentinfs >>>> >>label so I can make sure to add it to the FS >>>> >> >>>> >>Thanks! >>>> >>Kay >>>> >> >>>> >>> -----Original Message----- >>>> >>> From: Keith Woodlock [mailto:[email protected]] >>>> >>> Sent: Tuesday, October 26, 2010 12:42 PM >>>> >>> To: Kay Chau >>>> >>> Cc: Udai Gupta (Contractor); Van Mittal-Henkle; Jeff Brewster >>>> >>> Subject: Updating Savings Products >>>> >>> >>>> >>> Hi Kay, >>>> >>> >>>> >>> At the moment, its possible to update the a number of fields for >>>> >>> savings products (including interest details). The ones of note >>>> are: >>>> >>> >>>> >>> Applicable for: >>>> >>> ---- >>>> >>> Its possible to create savings product that is 'applicable for' >>>> >>> clients only, create loads of savings accounts for clients and then >>>> >>> later change the product to be only applicable for say centers. >>>> >>> >>>> >>> So its a little bit odd. It only impacts 'new savings accounts' as >>>> >>> these would now only be allowed to be set up on centers, yet we >>>> would >>>> >>> have lots of previously opened accounts against clients. >>>> >>> >>>> >>> Type of deposit {mandatory/voluntary} >>>> >>> ---- >>>> >>> >>>> >>> When editing savings products, its possible to change what type of >>>> >>> account it is. At present, when a savings account is created, these >>>> >>> detail is 'inherited' from product and stored on savings account, >>>> and >>>> >>> not updateable. So updating this field from one to the other does >>>> not >>>> >>> affect existing accounts. However I find it weird that you can do >>>> > this >>>> >>> and can result in savings accounts that have the same product, one >>>> >>> being voluntary and the other mandatory. >>>> >>> >>>> >>> It may explain why voluntary accounts have 'schedules' also which >>>> is >>>> >>> something that should be cleaned up in savings in the future. >>>> >>> >>>> >>> max withdrawal >>>> >>> ----- >>>> >>> >>>> >>> Allowing the changing of this might cause problems with back-dated >>>> >>> transactions etc >>>> >>> >>>> >>> So I think we should not allow update of these fields if there are >>>> >>> active/inactive savings accounts opened for the given savings >>>> > product. >>>> >>> >>>> >>> Other than the above mentioned, I am supporting the changing of >>>> >>> 'interest details' so we have historical record of the savings >>>> > product >>>> >>> which will allow us to calculate and post interest correctly. >>>> >>> >>>> >>> Regards, >>>> >>> KeithW. >>>> > >>> >>> ------------------------------------------------------------------------------ >>> Nokia and AT&T present the 2010 Calling All Innovators-North America >>> contest >>> Create new apps & games for the Nokia N8 for consumers in U.S. and >>> Canada >>> $10 million total in prizes - $4M cash, 500 devices, nearly $6M in >>> marketing >>> Develop with Nokia Qt SDK, Web Runtime, or Java and Publish to Ovi Store >>> http://p.sf.net/sfu/nokia-dev2dev >>> _______________________________________________ >>> Mifos-users mailing list >>> [email protected] >>> https://lists.sourceforge.net/lists/listinfo/mifos-users >>> >> > ------------------------------------------------------------------------------ Nokia and AT&T present the 2010 Calling All Innovators-North America contest Create new apps & games for the Nokia N8 for consumers in U.S. and Canada $10 million total in prizes - $4M cash, 500 devices, nearly $6M in marketing Develop with Nokia Qt SDK, Web Runtime, or Java and Publish to Ovi Store http://p.sf.net/sfu/nokia-dev2dev _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
