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Table of Contents (Online Help)

Register Part 2

Note that this item is a direct continuation of the Register Part 1. Settings can be done for Voucher, Reference and Statistics number; the minimum allowed age of registering a new client; as well as whether the Client Registration and account number can be modified.

How define the settings for the registration fees

To continue with the settings for the registration fees under Register Part 2, go to System/Configuration/Register Part 2. The following screen will be appear;

• Voucher number is compulsory for entry of transactions: When this option is ticked, then every transaction will only proceed when the voucher number has been keyed in. Also every voucher number field will have the colour yellow to indicate that it is compulsory.
• Voucher number is unique for entry of transactions: By default this field is deactivated. If a user is to utilize this filed then he/she must first tick the option "Voucher number is compulsory for entry of transactions" to make it active.

Note that no transaction will proceed if it has the same voucher number as one already used even if it is for different client of module in LPF.

• Reference No. field is compulsory for entry of Individual/Group/Business Clients: If you activate this checkbox, the Reference No. becomes a compulsory entry and it will not be possible to save a new client without it. Please note that the width and the format set for the Reference No. at Register Part 1 will become compulsory and not modifiable at the point of data entry.
• Reference No. should be unique for the Individual/Group/Business Client: If you activate this checkbox, Loan Performer will check all the entries of Reference Numbers to make sure there are no duplicate records. No transaction will proceed if it has the same reference number as one already used in any LPF transaction.
• Statistics No. field is compulsory for the entry of Individuals, Groups and Business clients: By default the checkbox is not activated and it makes the corresponding field optional.If activated, the statistics number becomes a compulsory entry and you will not be able to save a new client without it. Please note that the width and the format set for the statistics number in the Register Part 1 will become compulsory and not modifiable at the point of data entry.
• Statistics No. field should be unique for the Individuals, Groups and Business clients: If you activate this checkbox, Loan Performer will check all the entries of statistics numbers to make sure there are no duplicate records.
• Client registration and account number modifiable at entry of new clients: By default this checkbox is not activated and at the entry of a new client you are not able to change the automatically assigned "Registration Code" and "Account Number" (see, for example, Clients/ Individual Clients). If the option is marked the modification of these numbers becomes possible.
• ID documents compulsory at entry of new clients: When this option is selected, for a client to be registered, he/she must present an Identification document. The ID documents can be set at Support Files/ID Documents.
• Minimum allowed age of registered client: If there are any regulations regarding the age of your clients, enter the required minimum age in this text box e.g "18". Later, at the entry of a new client under Client/Individual clients/Personal Data, Loan Performer will perform a check based on the client's date of birth and reject the entry if the client is below the minimum age.
• At least one of the ID documents is compulsory at entry of new clients: When this option is checked, the system will require at least one of the registered ID documents to be provided.
• Client's first name is optional: When this option is checked, then client registration can proceed without the first name. In this case the first name field will not be yellow to signify it is not compulsory.
• Client's middle name is optional: When this option is checked, then client registration can proceed without the middle name. In this case the middle name field will not be yellow to signify it is not compulsory.
• Client's last name is optional: When this option is checked, then client registration can proceed without the last name. In this case the last name field will not be yellow to signify it is not compulsory.
• Show Client's name: This item allows the user to choose the format on how the arrangement of the names should appear from the first to last name.

• The user who registered the new client can not approve the same client: Every client registered has to be approved. When this option is ticked, then the user who registered a client will not be able to approve the same client.

• Word to export client's data: Enter here the full path to the (Directory) folder in which a word file containing the registration details of the new client should be saved. Then click the File button and choose the appropriate folder on the directory screen that shows up.

1. For the "Word to export client's data" to work, ensure that there is an empty word document in the folder created before you click the file button to access that directory.

2. Once this path has been set up, then the "send to word" button under Client/Individual clients/Identification becomes active.

3. At client registration of new clients you can then click the "Send to Word" button and select folder in the directory selected under Number 1 above.

• Name of Client External file 1 to 5: This field allows the Loan Performer user to defined upto 5 different documents that may be required during the registration of new clients under Clients/Individual Clients/Identification.

• These fields can be made compulsory by ticking the check box against them. In that case no transaction will proceed till the information provided.

• Click on the corresponding location field that will show the full path to the folder that contains the corresponding Identity documents. This folder should have been created before you can use this facility.

Click the Save button to save the details or the Close to exit.

Related Topics

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