Event-Based Condition Items

Use

You can link a condition type to a certain event.

Procedure

  1. In Customizing for Loans , enter the settings for the condition type by choosing Event control . For a particular company code and product type, enter the event and the date applicable for the condition.

  2. Set the Active indicator.

  3. When you create the loan in the application, fetch a condition item for the corresponding condition type by choosing Insert additional items.

  4. Enter the Eff. from date.

  5. Enter the percentage rate or amount.

  6. Do not enter a payment form, frequency, calculation date or due date.

  7. If you have entered a percentage rate, branch to the Condition Detail Screen 1 and select the required Base reference. Also activate the Percentage calc. indicator. Also refer to the F1 field help.

Example

For each partial disbursement for a mortgage loan, you want to levy a processing charge of 1% of the disbursement amount

Proceed as follows:

  1. Create the condition type Proportional charges and assign it to the condition group for mortgage loans.

  2. In Customizing for Loans, choose Event Control . For product type 30A (mortgage loans), enter the following data for the condition type Proportional charges .

    1. Field Event flow: 02 Disbursement

    2. Field Flow adj.: 01 Due date/payment date on date of event

    3. Set the Active indicator.

  4. Enter the condition item Proportional charges:

    1. Enter the Eff. from date.

    2. Enter the required percentage rate (1%).

    3. Leave the fields for the payment form, frequency, calculation date and due date blank.

    4. Branch to the Condition Details screen .

    5. Select the Base reference 225 (disbursement amount).

    6. Activate the Percentage calc. indicator.

  6. Save your entries.