Path: Navigate to Setup > Clients > Status Workflow Batch

This section guides you through setting up client status batches. Once you've configured your rules, you'll link them to specific client statuses and assign a hierarchy number. This hierarchy determines which rule takes precedence when multiple rules apply to a client. A higher hierarchy number means greater authority, allowing that rule to override rules with lower numbers. For example, if a client has one overdue loan and one paid-on-time loan, you'll decide whether the client's status should be "Overdue" or "Good," and assign the higher hierarchy to the winning status.

Security: The security option for these settings is available under the Report Section of Role Setup > Client Status Workflow Batch.

Setting Up the Client Status Batch

To link a status to a rule:

1. Navigate to Setups > Clients > Status Workflow Batch.
2. Highlight the desired status (this is the status you want the client to have after the rule is applied) and click Edit Status.
3. Enable the setup by selecting the "workflow batch applicable" checkbox.
4. Select a rule from the dropdown list.
5. Assign a hierarchy value.

Let's look at some examples:

4.1. Overdue Client Status

Edit the "Overdue" status. You're choosing to edit this status because, after the rule is applied, the client's new status will be "Overdue."

• Select "workflow batch applicable".
• Select the "Overdue" rule from the list.
• Assign a hierarchy value, for example: 3.
• Allow Status Change: Consider if a client's current status (e.g., "New") should change to "Overdue." If "yes," select the checkbox. Work through all statuses and select those where a change to "Overdue" is desired.

4.2. Inactive Client Status

Edit the "Inactive" status. You're choosing to edit this status because, after the rule is applied, the client's new status will be "Inactive."

• Select "workflow batch applicable".
• Select the "Inactive" rule from the list.
• Assign a hierarchy value, for example: 2.
• Allow Status Change: Consider if a client's current status (e.g., "New") should change to "Inactive." If "yes," select the checkbox. Work through all statuses and select those where a change to "Inactive" is desired.

4.3. Good Client Status

Edit the "Good" status. You're choosing to edit this status because, after the rule is applied, the client's new status will be "Good."

• Select "workflow batch applicable".
• Select the "Good" rule from the list.
• Assign a hierarchy value, for example: 5.
• Allow Status Change: Consider if a client's current status (e.g., "New") should change to "Good." If "yes," select the checkbox. Work through all statuses and select those where a change to "Good" is desired.

4.4. Bad Debt (Risky) Client Status

Edit the "Risky" status. You're choosing to edit this status because, after the rule is applied, the client's new status will be "Risky."

• Select "workflow batch applicable".
• Select the "Risky" rule from the list.
• Assign a hierarchy value, for example: 4.
• Allow Status Change: Consider if a client's current status (e.g., "New") should change to "Risky." If "yes," select the checkbox. Work through all statuses and select those where a change to "Risky" is desired.

4.5. New Client Status

Edit the "New" status. You're choosing to edit this status because, after the rule is applied, the client's new status will be "New."

• Select "workflow batch applicable".
• Select the "New" rule from the list.
• Assign a hierarchy value, for example: 4.
• Allow Status Change: Consider if a client's current status (e.g., "Overdue") should change to "New." If "yes," select the checkbox. Work through all statuses and select those where a change to "New" is desired.

Setting Up Client Status Restrictions

Path: Setups > Client > Status

Here, you'll decide whether a user is allowed to perform certain actions based on a client's status:

• Create a new loan
• Create a receipt
• Receive a warning

5.1. Overdue Status Restriction

Edit the "Overdue" status to warn the user if the client's status is "Overdue."

5.2. Inactive Status Restriction

Edit the "Inactive" status to warn the user if the client's status is "Inactive."