Editing a Consumer Loan - SAP Documentation

Use

You use this function to process a loan in the category Consumer Loan (340).

Note Note

You can only post loans from this category to customer accounts. This means that there must be a customer account for the loan partner in Financial Accounting .

You can only use this product category for loans given.

End of the note.

Prerequisites

You will find more information in the “ Prerequisites” section of the respective subfunctions.

Scope of Functions

This function covers the following subfunctions:

Creating a Consumer Loan

When you choose the function Edit Consumer Loan in the SAP Easy Access menu, the Create Consumer Loan screen appears. You can execute the following functions in this screen:
- Create Model Calculation
- Discharge Consumer Loan
- Find Model Calculation
- Find Loan
Change Consumer Loan
- If you display a model calculation you can execute the Create Consumer Loan function.
- When you display a loan, choose Edit Change and the Change Consumer Loan appears. You can execute the following functions in this screen:
  - Disburse a Consumer Loan
  - Change Installment Plan
  - Enter Reduction
  - Rescind Consumer Loan
  - Edit Credit Life Insurance
  - Rescind/Give Notice on Credit Life Insurance
  - Enter an Insurance Case
  - Reset contract status
    
    You can use this function if you have incorrectly saved a loan with Contract status.
Display Consumer Loan

Every time you save your changes to a loan, the Display Consumer Loan screen appears. To continue processing the loan, choose Edit Change and the Change Consumer Loan appears.
You can use the following functions:
- Create Correspondence
- Change Credit Standing
- Display Financial Data
- Change Organization
- Display Account Statement
  
  You can set an interest on arrears lock for each flow in the account statement, for example. To do this, select the whole line and choose Extras IOA Lock Set.
- Display Cash Flow
- Display Processing Characteristics
- Display Business Operations
- Display Change Documents
- Display release history
- Display Object Links
- Display Finance Object
- Set Condition-Determining Parameters

Activities

To call a loan for processing, proceed as follows:

In the SAP Easy Access menu chose Accounting Bank Applications Loans Management New Business Consumer Loan Edit .
Enter the company code and choose Loan Find Loan .

A dialog box appears in which you can enter your search criteria.
Enter the search criteria and select the loan by selecting the row and choose Copy .

Note
If you know the loan number, once you have entered the company code you can use the context menu in the loan number field (right mouse button) to enter the number and call the loan directly.

End of the note.

The system displays the loan in display mode.
Choose Edit Display«Change and the Change Consumer Loan screen appears.