Vivian, Gayl, Thanks for your comments. Its clear from what you have said that 'create back dated loan' is a very useful feature and that also it might be useful for mifos to provide a better 'migration' approach (historical products, historical loans, historical savings etc)
The next release (Release G) involves work around the loan creation and (redo) 'back dated loan' creation flows. There are a number of bug fixes, and improvements implemented that should make these more useable and flexible. see http://ci.mifos.org:8085/mifos/login.ftl for latest work. regards, Keith. On Wed, May 4, 2011 at 10:57 AM, Gayl Kennedy <gaylkenn...@gmail.com> wrote: > Hello > at Fantsuam we used the reverso/redo a few times - e.g. we had set up a loan > with 3 months remaining but it should have been 4 months or 2 months etc > (once it was just because the loan had not been approved before the meeting > date so it rolled over to the next month) so we reversed it and set it up > again. > > The most frustrating part of the process for me was the reversal as you had > to go into the wrong loan, copy out the loan # and then enter that into the > reverse loan screen and do them one at a time. Generally the whole group was > wrong so I would paste in the number for the 2nd loan and increment it by > one, not to have to go back and copy out the loan # each time. > Could this be changed so you can select all (or choose from the) loans for > all members of a group and / or centre? > > If you wish to modify this functionality to allow historical loans which > could be used for data migration - ie the start date is earlier than the > system start date / client start date let me know and I can write up some > requirements for you for that scenario also as I am sure many others could > too from their own experiences. > > Regards > Gayl > > On 2 May 2011 20:45, Vivian Lu <lu.viv...@gmail.com> wrote: >> >> Hi all, >> Ed asked if I had any comments from a user point of view. For our lending >> operations, it would be great to maintain the ability to create a back-dated >> loan, since there is often lag time between the date a loan is disbursed and >> when the receipt transaction is posted to Mifos. The lag time is not ideal >> but it happens, so it’s helpful to have that flexibility so that the payment >> installment dates will be correct. I do agree it may be more accurate to >> call the function “create back-dated loan”, since I would associate “create >> historical loan” with data migration functions. >> Emily and Keith pointed out the limitations of using the ‘redo loan’ >> function in data migration, due to client and production dates. In Nuru's >> original deployment, I had hoped to enter historical loan data to capture >> credit history. We actually did enter a set of backdated loans by changing >> the server date, but it ultimately caused problems when we transitioned to >> Amazon EC2 (Nayan and his team had to fix these errors for us – thanks >> Conflux!) and we had to change the issue date to reflect loan product >> creation dates. >> I realize it may not be possible/desirable, but it would be useful to be >> able to migrate historical loan data, both for organizations deploying Mifos >> several years into their operations and for organizations that hope to use >> data in Mifos to eventually develop internal credit scoring capacity. I’m >> not sure if that’s a direction Mifos development wants to take, but thought >> I’d mention it. Maybe it would be better to import that data into BI for a >> custom report. >> Thanks for your work, looking forward to the next release! >> Vivian >> >> ------------------------------------------------------------------------------ >> WhatsUp Gold - Download Free Network Management Software >> The most intuitive, comprehensive, and cost-effective network >> management toolset available today. Delivers lowest initial >> acquisition cost and overall TCO of any competing solution. >> http://p.sf.net/sfu/whatsupgold-sd >> _______________________________________________ >> Mifos-users mailing list >> Mifos-users@lists.sourceforge.net >> https://lists.sourceforge.net/lists/listinfo/mifos-users >> > > > ------------------------------------------------------------------------------ > WhatsUp Gold - Download Free Network Management Software > The most intuitive, comprehensive, and cost-effective network > management toolset available today. Delivers lowest initial > acquisition cost and overall TCO of any competing solution. > http://p.sf.net/sfu/whatsupgold-sd > _______________________________________________ > Mifos-users mailing list > Mifos-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/mifos-users > > ------------------------------------------------------------------------------ WhatsUp Gold - Download Free Network Management Software The most intuitive, comprehensive, and cost-effective network management toolset available today. Delivers lowest initial acquisition cost and overall TCO of any competing solution. http://p.sf.net/sfu/whatsupgold-sd _______________________________________________ Mifos-users mailing list Mifos-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/mifos-users
