Creating Loans and Loan Payments 

Use

An employee applies to the HR department for a loan for a certain purpose. The HR department checks whether the employee fulfills the criteria for a loan. You specify the amount of the loan, the repayment type and conditions together with the employee. You can modify this data at any time. You also specify the validity period and approval date.

Each loan is assigned to an employee and can be clearly identified using the personnel number, loan type and sequential number.

To distinguish between different loans assigned to the same employee, you use a combination of the loan type and the sequential number. For this reason, you can not use a sequential number that has already been assigned to a new loan with the same type as another loan, even if the loans do not coincide or if one of the loans has already been delimited. The system suggests the next available sequential number.

Prerequisites

Procedure

  1. Enter the employee’s personnel number.
  2. In the Infotype field, enter 0045, and in the Subtype field, enter the loan type.

    3. If you create a new data record, you must enter the loan type as a subtype on the menu screen. The field is no longer ready for input in the Loans infotype (0045).

  3. Choose .
  4. Enter the data required and save your entries.

We recommend that you specify the payment on the Payments tab page.

You can also enter a note or a commentary on the loan or employee. Choose Edit ® Maintain Text. When you have created a text, a pushbutton is displayed, which you can use to call up the text.