1.

Click <Create New>. The Effective Date, Payment Amount, Number of Payments, and Teller Number fields will be enabled and display an error provider icon . These fields must be populated with information.

2.

Enter the date when the new payment schedule will take effect in the Effective Date field. Depending on the loan frequency (monthly, weekly, bi-weekly, etc.), the effective date must land on a Due Date day. For example, if the loan is processed bi-weekly on every other Tuesday, the Effective Date must be a Tuesday on the bi-weekly week of the Due Date.

For more information about loan frequencies and how to change them, see the Loans > Account Information > Payment Information screen.

3.

Enter the amount the customer is willing to pay in the Payment Amount field. This amount will be reflected in the Next P/I and Recurring Payment Amount fields (if the customer is set up with recurring payments).

4.

Enter the number of payments for the amount the customer is willing to pay for the designated frequency in the Number of Payments field. For example, if  "3" is entered, the customer will be responsible for making the next three payments for the indicated Payment Amount.

5.

Enter a teller number in the Teller Number field.

6.

Enter any necessary comments to a manager about why the loan payment schedule is being modified in the Comments field.

7.

Click <Add>. The payment schedule will appear in the Proposed Schedules Payments list view.

8.

Notify a supervisor about the modified payment schedule requiring their approval. The GOLDTeller chat function can be used to quickly send a supervisor a notification..

9.

When the supervisor is ready to approve the scheduled payment, they will need to access the Payment Schedule tab, enter a comment in the Comments field (if necessary), and click or . The payment schedule will be removed from the Proposed Scheduled Payments list view.

NOTE   The or buttons are set up with field-level security on the Field Level tab of the Security > Setup screen as described below.   1. From the Record Type field in the All Fields field group, select "FPD1 - Loan CP2 Record." The following fields will be displayed.     2. To restrict the selected user from clicking or , mark the Not Vice President (D1NOVP) and Not Assistant Vp (D1AVP) boxes (as highlighted above).   That person will not be able to click those buttons on the Payment Schedule tab.

10.

Once the payment schedule has been approved, it will be displayed in the Scheduled Payment list view at the top of the screen, and the message "PMTSH" will display in the message line at the top of the screen to indicate to all users that this account has a payment schedule set up (see the screen example below).

11.

To delete a payment schedule, select it in the Scheduled Payment list view and click <Delete>.

Back to Payment Schedule tab

Forward to Scheduled Payment list view