Miguel,
I wanted to follow up on this to see how this worked out with you and Natu?
Is this still an issue?
Ed
On Monday, February 4, 2013 11:58:44 PM UTC-8, Miguel Jóia Santos wrote:
>
> Hi Natalia,
>
>
>
> It seems a bit tricky. I will have a look on this with Natu.
>
>
>
> Is there any way to change the code and allow the transfer of clients with
> the open loans and active fees/penalties to the group.
>
>
>
> Please note that this is already possible form one branch to another
> branch.
>
>
>
> Miguel
>
>
>
> *From:* Natalia Szprega [mailto:[email protected] <javascript:>]
> *Sent:* sexta-feira, 1 de Fevereiro de 2013 14:57
> *To:* Miguel Jóia Santos
> *Cc:* 'Ed Cable'; 'Natu Lauchande';
> [email protected]<javascript:>
> *Subject:* Re: [Mifos-users] Transfer of clients with open loans from
> branch to group
>
>
>
> Hello Miguel,
>
> I tried to move client using Data Base but it is not so easy. It is
> possible to move client with active loan and fees/penalties but it will be
> not available to see this client in group list of clients. There is a lot
> of tables and connections in Mifos and it may take a lot of time to check
> all connections.
>
> You can try to do following:
>
> 1. Log into database with:
> mysql -u mifos -pmifos mifos (example)
> 2. Check in Mifos:
> a) Client name: consists of Firstname and Lastname, in that order.
> or
> b) Client ID: last digits (after the bunch of zeros) of "System ID" in
> Client details view. (example Client ID = 0020-000114975; you must take
> only 114975)
> 3. Get the Group ID (same way as Client ID, but in the Group details view).
> 4. Write the SQL statement as follows:
>
> a) with Client name
> UPDATE customer SET parent_customer_id=(here you write GROUP ID) WHERE
> display_name='(here you write Client name)';
>
> b) with Client ID
> UPDATE customer SET parent_customer_id=(here you write GROUP ID) WHERE
> customer_id=(here you write Client ID)
>
> In search box type Client's ID or name. You will see him under group. It
> won't be visible on group details page. If you want to see him in this
> place, there is a need to update also following tables: customer,
> customer_position and customer_hierarchy, but it may cause problems.
>
> More informations about Mifos database schema you can find here:
> http://ci.mifos.org/schema/head/latest/
>
> Natalia
>
> On 01/31/2013 11:26 AM, Miguel Jóia Santos wrote:
>
> Hi Natalia,
>
>
>
> We are still in need for a workaround for this task. Can you help?
>
>
>
> It will cause several a lot of issues to my client accounting if we have
> to Reverse loan disbursal and redo the loans for the clients after migrate
> them to the groups
>
>
>
> I shall wait for your advise on this matter.
>
>
>
> Thanks,
>
>
>
> Miguel
>
>
>
> *From:* Miguel Jóia Santos [mailto:[email protected] <javascript:>]
>
> *Sent:* segunda-feira, 28 de Janeiro de 2013 11:11
> *To:* 'Natalia Szprega'
> *Cc:* 'Ed Cable'; 'Natu Lauchande'; [email protected] <javascript:>
> *Subject:* RE: [Mifos-users] Transfer of clients with open loans from
> branch to group
>
>
>
> Hi Natalia,
>
>
>
> Thanks for your email…
>
> It works after colosing the recurring account fees.
>
>
>
> However this may not be suitable for the client as he wants to prevent
> cancel the loan accounts and have to redo all the laons again.
>
>
>
> Is there any chance that we can use the database to change the client to
> the group instead of using the UI.
>
>
>
> Your help is much appreciated
>
>
>
> Miguel
>
>
>
> *From:* Natalia Szprega [mailto:[email protected] <javascript:>]
> *Sent:* sexta-feira, 25 de Janeiro de 2013 10:15
> *To:* Miguel Jóia Santos
> *Cc:* 'Ed Cable'; 'Natu Lauchande'; [email protected] <javascript:>
> *Subject:* Re: [Mifos-users] Transfer of clients with open loans from
> branch to group
>
>
>
> Hello Miguel,
>
> click on *View all closed accounts* link (on client's details page).
> Under *Recurring account fees* section you should see list of fees with
> link "Remove". Please remove all fees and try to change membership one more
> time. If it still doesn't work please send me a screen of your loan account
> details page, which you had added to client.
>
> Natalia
>
> On 01/24/2013 11:08 AM, Miguel Jóia Santos wrote:
>
> Hi Edward and Natalia,
>
>
>
> Additionally, I have closed the active account and tried to add a group.
> And the below system message showed:
>
>
>
> Please note that the group has the same meeting frequency as the client
> but the message is still showing.
>
>
>
> Please have a look on this
>
>
>
> Miguel
>
>
>
> *From:* Miguel Jóia Santos [mailto:[email protected] <javascript:>]
>
> *Sent:* quinta-feira, 24 de Janeiro de 2013 11:19
> *To:* 'Ed Cable'; '[email protected] <javascript:>'
> *Subject:* RE: [Mifos-users] Transfer of clients with open loans from
> branch to group
>
>
>
> Hi Edward and Natalia,
>
>
>
> Please find bellow snapshot from MIFOS with the issue.
>
>
>
>
>
> *From:* Ed Cable [mailto:[email protected] <javascript:>]
> *Sent:* quinta-feira, 24 de Janeiro de 2013 01:13
> *To:* [email protected] <javascript:>;
> [email protected]<javascript:>
> *Subject:* Fwd: [Mifos-users] Transfer of clients with open loans from
> branch to group
>
>
>
> Natalia,
>
>
>
> Any thoughts on this. Miguel can you give more background and details on
> this?
>
>
>
> Ed
>
> ---------- Forwarded message ----------
> From: *Miguel Jóia Santos* <[email protected] <javascript:>>
> Date: Tue, Jan 22, 2013 at 5:09 AM
> Subject: [Mifos-users] Transfer of clients with open loans from branch to
> group
> To: [email protected] <javascript:>
> Cc: Euclides Carlos <[email protected] <javascript:>>
>
> Hi All,
>
>
>
> My MFI has clients that need to be included/moved to groups.
>
>
>
> Clients are now under the Branch!
>
>
>
> I can see that in the MIFOS UI this is not possible! Right?
>
>
>
> Please let me know if we have some workaround in the UI or using the MIFOS
> tables?
>
>
>
> Thanks,
>
>
>
> *Miguel Jóia Santos, **PMP*
>
> Consultor/Gerente
>
>
>
> Cell: +258 847141055
>
> Cell: +258 823913896
>
> Skype: miguel.joia.santos
>
> [image: sbs_novo_logo.png]
>
>
>
>
>
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