Aggregate Loan Orders into Purchase Orders

Loan orders are underlying transactions of purchase orders.

Loan orders work similarly to standard loans, with their own characteristics (start and maturity dates, payment frequency, interest rate, etc.) and workflow.

Every action carried out on a loan order impacts the associated purchase order.

Loan orders can be easily aggregated into purchase orders either from the portfolio or the calendar or when running a report.

 

Aggregate Loan Orders into Purchase Orders from the Portfolio
  1. Log in to your Fairways Debt account.
  2. Select a customer account.
  3. Navigate to Applications > Debt & Derivatives.
  4. Click Aggregation and select Aggregate Loan Orders into Purchase Orders.
  5. Click Apply.

AggregateLoanOrdersPortfolio_EN.png

 

Aggregate Loan Orders into Purchase Orders from the Calendar Application
  1. Log in to your Fairways Debt account.
  2. Select a customer account.
  3. Navigate to Applications > Calendar.
  4. Click Aggregation and select Aggregate Loan Orders into Purchase Orders.
  5. Click OK.

AggregateLoanOrdersCalendar_EN.png

 

Aggregate Loan Orders into Purchase Orders from the Analysis & Reporting Application
  1. Log in to your Fairways Debt account.
  2. Select a customer account.
  3. Navigate to Applications > Analysis & Reporting.
  4. Click Aggregation and select Aggregate Loan Orders into Purchase Orders.
  5. Click Apply.

AggregateLoanOrdersReports_EN.png

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