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To create new Loans you can use 3 2 possibilities :
Main Action menu - menu New - Create New LoanFinancing List - menu Process - Create New Loan
Customer menu - from Customes Customers Card - menu Process Home - Create New Loan
Calculation creation wizard
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Legal Form - Defines customers legal form (entrepreneur, non-entrepreneur, legal entity)Customer - Select from activated customersLegal Entity)
Customer - the list of customers filtered based on the selected value in the Legal Form field, so that if you select:
Legal Entity, only customers who have set Legal Form = Legal Entity and the contact related type = Company will be displayed
Individual Non-Entrepreneur, only customers who have set Legal Form = Individual Non-Entrepreneur and the contact related type = Company will be displayed
Individual Entrepreneur - only customers who have set Legal Form = Individual Entrepreneur and the contact related type = Company will be displayed.
Sales Person - Used for person created the Loan
Maximal Principal - Maximam Maximum pre-approved Loan Amount
Click to the button Next
Step choose:
Financing Product Code - Loan type with predefined default Financing paramaters as Validation, Series No, Calculation parameters(Calendar Month, Calculation method, Financing period, Rates, Fees) or Invoicing (Posting Groups, Payment Terms). For more information please see How To Create Financing Product.
Payment Due Date
Part Payment Period - Finnancing period - Month, Quarter, Half Year, Year
Principal Amount
Initial Fees - Fees for Issuying the Loan - separate invoice is automatically issued after the loan is approved
Service per Financing Period - Service amount is calculated in Payment Calendar
Insurance per Financing Period - Insurance amount is calculated in Payment Calendar
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