This section explains how to disable loan purposes that are not applicable to your institution, preventing them from being selected when creating new loans.

Overview

You can manage which loan purposes are available for selection when creating new loans. By disabling a loan purpose, you ensure it cannot be chosen, streamlining the loan creation process and maintaining data accuracy.

Procedure

1. Navigate to Setup > Loan Related > Loan Purposes Disabled.

2. A list of available loan purposes will appear:

   • Debt Consolidation
   • Education
   • Emergency
   • Furniture
   • Housing and Related
   • Other
   • Public Interest
   • Service
   • Small Business

3. Select the checkbox next to each loan purpose you wish to disable.

Security

Access to this feature is controlled through the security options within the Setup category of your user role, specifically under Setup > Loan Purposes Disabled.

Actions

• Save: Click Save to apply your changes and disable the selected loan purposes.
• Cancel: Click Cancel to discard any changes and return to the previous screen without disabling any loan purposes.