Support ›› Manual ›› Credit Management ›› Operations ›› Guarantors Management ››
Consolidation & Netting Off
Use this sub-module to debit a member's savings account and/or investment account to pay off loans in case of termination or defaulting.
To access this window, click Credit Management - > Operations - > Guarantor Management - > Consolidation & Netting Off attachment
The following screen will open up:
Consolidation & Netting Off Fig 1
On the above screen:
Customer Name - Click on the lookup icon to open the Customer Account Lookup dialog box:
Consolidation & Netting Off Fig 2
Search for and select the customer whose loan account guarantors are to be modified.
The Account status, Account remarks, Customer,Type, Payroll Numbers,Serial,Account Number,Member Number & Personal File Number details will be populated once the customer is selected
Beneficiary Product: Click on the lookup icon to open the investment product Lookup dialog box:
See below:
Consolidation & Netting Off Fig 3
Click on update button
A window will pop up r asking whether you want to proceed, click yes as shown below:
On successful completion you will get a pop up message confirming that the operation was successful.
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