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https://issues.apache.org/jira/browse/FINERACT-1315?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=18013239#comment-18013239
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Bharath Gowda commented on FINERACT-1315:
-----------------------------------------
[~adamsaghy]
Ideally when a client transfer happens (from Office A to Office B) the
portfolio of Active loans will be moved (in 2 steps) from one office to another
along with the client.
No Accounting entries will happen for closed/submitted for approval/approved
loans
Step 1: Transfer Initiated
Transfer Initiated transaction is posted on the active loan for the outstanding
amount
with Accounting entries (below are GL mapping parameter names at loan product
configuration)
DR: Transfers in suspense (Office A)
CR: Loan Portfolio (Office A)
Step 2: Transfer Approved
Transfer Initiated transaction is posted on the active loan for the outstanding
amount
with Accounting entries
DR: Loan Portfolio (Office B)
CR: Transfers in suspense (Office B)
> transfer of client from one office to another are not posting accounting
> entries
> --------------------------------------------------------------------------------
>
> Key: FINERACT-1315
> URL: https://issues.apache.org/jira/browse/FINERACT-1315
> Project: Apache Fineract
> Issue Type: Bug
> Components: Accounting, Client
> Affects Versions: 1.4.0
> Reporter: Bharath Gowda
> Priority: Blocker
> Attachments: 1.png, 2.png
>
>
> The transactions at the loan level which happens when we transfer a client
> from one office to another are not posting accounting JE entries.
>
> to reproduce
> 1. create/disburse an individual loan with any loan product that has
> accounting enabled
> 2. transfer the client from one office to another office using the "transfer
> client" button from the client view screen
> 3. active loans will get "transfer initiated" and "transfer approved"
> transactions which will actually transfer the loan's portfolio to a new
> transferred branch, which is not happening currently.
>
>
>
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