Bulk changes in OC Loans App
- Molitorisová Marianna
In Loans App you can make change mass changes across multiple contracts only in few easy steps.
Firstly, you have to go to Processing, Changes, and then choose the type of changes:
For detail information about bulk changes see attached video, where is described the process of making mass changes:
Note:
For making these changes successfully, you have to define the same parameters as the contract has. If not, you will see Error.
You have also ability to make these type of changes directly on concretely contract, see How to change financing period, How to change financing rate, How to change principal amount .
Mas financing rate change from a specific date
If you want to change the financing rate in bulk from a specific date, you can only do it for the contracts for which it applies:
Financing Calculation Model: Interest Payment
Daily Interest: ON
Don't forget to activate Daily Interest function when making a change. Also define the date from which the change applies, as well as the new interest rate.
At the end, the system displays information about the number of changed contracts.
For unchanged contracts, open the Change Error Log with details of the failure.