A new permission will be visible under loan management->loan transaction section named “Allow adjustments for same day transactions”
This permission is configurable and can be turned OFF or ON upon selection of a checkbox. It will be available for all roles in mifos and every role’s permission can configured it as per norms.
If multiple payments were made on the same day, then the user will be able to adjust all such payments.
This permission is applicable across all loan status.
‘Same day’ is considered to be the date recorded against a payment. It is not the transaction date.
Presently, Mifos allows the users to apply adjustment to all the transactions regardless of their dates.This means that presently, user can even adjust the backdated transactions.With the introduction of this new permission, a user will have the permission ONLY to adjust same day transaction.
For example :
Consider the following loan. User has applied payments towards this loan on 20/12/2010 and 28/12/2010. Presently, adjustments can be applied to all the payments one by one regardless of the date when the payment was made.So, all the five installments can be adjusted.
Today's date is 28/12/2010. With the introduction of this new permission, a user has permission ONLY to adjust same day transaction. This means that only the payments made on 28/12/2010 will be allowed to be adjusted.
If user tries to apply adjustment for the payments made on 20/12/2010,he would not be allowed to do so.
So, On 28/12/2010, after adjusting all the payments made on 28/12/2010, when the user clicks on Apply Adjustment link on Loan details page/repayment schedule page, he will be navigated to Apply Adjustment page.
When user enters the mandatory fields on this page and clicks ‘Review Transaction’, then on the Review Adjustment page, the following error message would be displayed
“You can apply adjustments only to same day transactions. Please contact your system administrator for the appropriate permissions”.