Fund Mapping

Follow the below steps to reassign funds

Step 1: Search the list of loans which need to be reassigned from one fund source to another

Go to Admin>>Organization>>Manage Funds and search loans by providing search parameters.

1. Office and client categories as search parameters. Select the checkbox to enable the every search parameters
2. Loan Portfolio as search parameters. Select the loan products, loan purpose, approved date range, disbursement date range, number of repayments pending, number of repayments paid, number of days the loans should be overdue as search parameters.
3. “Fund Assignment” as search parameter. Select the funder name (All active funds added in Admin>>Organisation>>Manage Funds will be populated as funder name)

Step 2: Reassign fund from search result.

All the loans which is mapped to the selected fund will be tabulated as below. Enable the check box “Enable Fund Assignment” and select the fund to which loans should be reassigned to and click on “Assign Fund”. This will reassign all the loans to the new fund source.

Note: If reassignment is done from one fund to fund all the loans (based on search parameters) irrespective of active/closed will be reassigned with new funds.