This section explains how to reschedule a batch of Payment Instruction Instalments (PII) without affecting the corresponding loan instalment dates.

Access Requirements (MAXMONEY Setup)

To access this feature, you'll need the correct security settings in MAXMONEY.

Under Setup > Security > Roles, ensure your role includes the following resource:

• Processing: MaxCollect: Reschedule of Payback Instruction Instalment Arrears

Managing PII Rescheduling in MAXMONEY

This function allows you to change the payment date of instruction instalments in arrears on the Customer Service Point (CSP) without altering the loan instalment dates. This procedure will apply to all CSPs configured in your MaxCollect setup.

To begin, navigate to Processing > MaxCollect > Reschedule Payback Instruction Instalment Arrears.

Rescheduling Filters

An "Ask Window" will appear, presenting you with the following filters to narrow down your selection:

New Scheduling Parameters

• New Schedule Date: Select a new, future date for the deduction from the borrower's account.
• New Schedule Time: This field is only applicable for "Real Pay" transactions.

Client (Optional)

• Bank: Filter instalments by a specific bank used for the payment.

Payback Instruction Instalment

• Loan Date Start: Select the start date for the current instalment due date.
• Loan Date End: Select the end date for the current instalment due date.
  • Only Payback Instruction Instalments with a tracking date within this range will be displayed.
  • Only Payback Instruction Instalments with a Status of "At CSP" or "On Hold" will be displayed.
• Payback Type (Optional): Filter instalments by a specific payback type.

Employer (Optional)

• Employer Search: Search for an employer to filter instalments associated with that employer.
• Employer: Select the applicable employer from the displayed list.

Reschedule Payback Instruction Instalments

After applying your filters, the matching entries will be displayed.

You can then:

• Tick/Select individual instalments you wish to reschedule.
• Click the "select all" button to choose all displayed items.

Once your selections are made, click "Reschedule Selected Instalments" to submit your requests.

Viewing Status and Results

• Monitor the progress of your request on the "Processing Status" screen.
• Once the process is complete, a summary of the results will be displayed.
• Click "Details" to view specific entries and their outcomes.
• Download the Log to obtain a report detailing all entries and results.