Hi Keith and Gayl, Let's file a new improvement for it in Jira - Gayl, do you mind creating a new issue in Jira for the scenario you describe?
Keith, will being able to update 'max withdrawal account' at the savings product level be an issue for interest calculation? If it is updated, does it get propagated to all savings accounts under the product, or just new ones? Kay > -----Original Message----- > From: Keith Woodlock [mailto:[email protected]] > Sent: Friday, October 29, 2010 7:16 AM > To: Gayl Kennedy > Cc: Udai Gupta (Contractor); [email protected]; A good place to start > for users or folks new to Mifos. > Subject: Re: [Mifos-users] Updating Savings Products > > Understood Gayl, > > So rather than having to update 'max withdrawal amount' on savings > product and have it effect all savings products, it would suit you > alot better to have control on this at the account level when updating > 'max withdrawal amount'. > > At present this is not the way things work in mifos for savings so > kay/product team will have to create an improvement or new feature > card for this and decide wheter they want it for 1.7.x etc. > > So for 1.7.x at the moment, you will be able to update 'max withdrawal > amount' at product as is the case in 1.6.x > > Kay is this something you would like to try and get in, I can give you > an estimate of this if needed. > > Regards, > Keith. > > On Fri, Oct 29, 2010 at 2:25 PM, Gayl Kennedy <[email protected]> > wrote: > > 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 ------------------------------------------------------------------------------ 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
