Re: [Mifos-users] Loan Expectations not showing in Collection Sheet

[Douglas K. <dou...@gm...>]

John and Ryan, 

Thank you. Both of your solutions worked. Now I have a different issue. We
progressed in our implementation plan to step #5. So we were able to enter
all the opening balances for our test group for all loans and savings and
everything matched with the current system. However, when we tried to enter
the first collection sheet, we could not enter many loan payments because
clients were "Paid ahead." Let me give an example: 

 

Elizabeth Ayuma has  loan of for 39 weeks with payments of 713 per week. She
has been paying 800 shillings per week. When we tried to enter the first
"real" collection sheet where Elizabeth paid 800 shillings, there is no
where to put this because the system has paid this loan ahead and does not
think anything is due. 

 

Because of the way our loan officers manage their groups, most loans are
being paid ahead so this problem occurs for more than 80% of the clients. I
realize that the system allows us to apply a payment on an individual loan.
But I really do not want to do this because: 

1.       The time it takes to input collection sheets will dramatically
increase. 

2.       The collection sheets will now rarely match the deposit slips
eliminating a very good checks-and-balances in the system. 

Is there a way to get the collection sheet to show a "0" amount due for
loans paid ahead so we could input all collections made at the meeting? 

 

Thanks for your help, 

Doug 

 

From: John Woodlock [mailto:joh...@gm...] 
Sent: Friday, September 10, 2010 2:27 AM
To: mif...@li...
Subject: Re: [Mifos-users] Loan Expectations not showing in Collection Sheet

 

Doug,

 

presumably you have some way of moving the computer date forward to enter in
all the data.  I wonder if the batch jobs haven't caught up  yet.

 

When you create a center and its meeting schedule , mifos creates 10 future
meeting schedules ... The collection sheet looks at the most recent meeting
schedule for the center.   Then there's a nightly batch job called
GenerateMeetingsForCustomerAndSavingsTask which puts in 10 more schedules
but if the batch jobs don't run the extra schedules don't get created and
the most recent meeting date remains the same.

 

So, if you leave mifos running at midnight (default batch kick-off time) the
date should start coming forward by about 2 1/2 months each time.  You can
also kick it off manually but I'll wait to see if you think batch jobs not
running really is the problem before going into how to do that.

 

 

John

 

On Thu, Sep 9, 2010 at 10:21 PM, Douglas Kurz <dou...@gm...> wrote:

We are just starting our deployment and are working with a small set
of data (one group) to ensure our process works. Here is a brief
summary of our approach to converting our data into mifos:
1. Enter clients as of one year ago (our maximum loan duration is one
year).
2. Enter / Approve / Disburse the client's active loans with the as of
date of the date of disbursement
3. Enter a collection sheet for the first meeting in August that would
include all the savings balances and loan payments up to that point in
time.
4. Check reports to ensure correct balances and arrears reporting as
of first week of August.
5. Simulate each week for the month of August for this pilot group by
entering the collection sheet and entering any loans that were
disbursed each week as it may have occurred. Run reports each
"simulated week" to ensure correct balances and arrears.
6. If the above works, repeat steps #1-4 for an all groups for a loan
officer.
7. Run this loan officer in parallel with current system for a one to
three weeks.
8. Repeat #1-4 for the remaining groups/clients/loan officers.
9. Run in parallel with the current system.
10. When comfortable - decommission current system. Mifos is live!

Sorry for all that long introduction. Now I have a few questions/
issues:
1. Any comments or concerns about this approach for data conversion,
parallel and go-live?
2. We completed steps #1 and #2 without issues. But when we go to
enter the first collection sheet for these groups with the balances
for the first week in August (3 Aug 2010 to be exact) it will not
allow us. The collection sheet comes up but the date is 15 Dec 2009.
Therefore, only one of the loans we entered in step #2 is there
(because it was disbursed before that date). Why is it giving us 15
Dec 2009? How do we get it to allow us to enter 3 Aug 2010 as the
first collection sheet?
3. I know one problem we will have with the above deployment is loan
cycle. Despite the fact that we have many clients in their 3rd, 4th
and even 5th loan cycle, everyone in Mifos will say cycle 1. Is there
a way to correct this or do we need to live with it?

Thank you for the help.
Doug Kurz
Missions of Hope, International


----------------------------------------------------------------------------
--
This SF.net Dev2Dev email is sponsored by:

Show off your parallel programming skills.
Enter the Intel(R) Threading Challenge 2010.
http://p.sf.net/sfu/intel-thread-sfd
_______________________________________________
Mifos-users mailing list
Mif...@li...
https://lists.sourceforge.net/lists/listinfo/mifos-users