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In this session we are looking at Loan Actions. What Loan Actions are and what we use them for.

Loan Actions are simply Action Types that we define on the Loan Actions Register and then we can Record those Actions on Loans with Appropriate Dates.

We can then Run a Report of various Actions that are coming up in the selected Date Range.

 

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We can actually have multiple Actions recorded on any Loan and now that we have Recorded a Loan Action with a date, in this example, we would expect that to come up in the Report that includes the Date of 7 February 2009.

 

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When we Execute the Report, we select the Date Range for which we want to see any Actions that have been recorded against the Loans.

 

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There is only one entry on this particular Report and that is the Entry that we have just Recorded on this Loan.

 

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