Configuring Loan Category Codes

Screen ID: 

Screen Title: 

Panel Number:

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ULNCAT-01

Loan Category Definition

3992

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Access this screen by selecting Tool #458: Loan Category Configuration (maintenance) and Tool #953: View Loan Category Configuration (inquiry).

Helpful Resources

Learn how to change a loan category.

Learn how to write off an OTB loan.

Printing Loan Category Configuration Information

Screen Overview

This is the first of several screens used to define loan categories. A loan category defines the type of loan and how it will be handled by the system. The majority of loan attributes come directly from the loan category configuration, and all loans using a common category will be handled similarly by the system.

Enter an existing category code or enter a new 2-digit number in the Category Code field and use Enter to proceed to the next screen.

IMPORTANT: Since the first loan category configuration screen requires you to enter a valid range of account type suffixes, these must be configured before any category codes are created. This is done using Tool #105: Account Suffix Configuration. Click here for more information.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ULNCAT-01.htm