Title here
Summary here
Collateral Types
Concept
Collateral Types supports Loan Management by keeping loan setup, collateral, reporting, payment, provision, or loan account records aligned with the ERP route.
Fields
| Field | Meaning |
|---|---|
| Loan / Reference | Loan or transaction reference. |
| Customer / Borrower | Customer or borrower affected by the record. |
| Amount / Rate | Monetary value or rate where applicable. |
| Status | Current workflow state, such as pending, active, approved, posted, closed, or retired. |
How To
- Open Loan Management -> R Ep Or Ti Ng -> Collateral Types.
- Use search or filters to find an existing record.
- Open a record to review details and related sub-records.
- Click New when a new record is required.
- Complete the required fields and save.
- Use workflow actions only where they are available on the page.
Screenshot: Loan Management Collateral Types list and detail view
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