Re-generate (loan, deposit, IRS or CCIRS)

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund


If a Loan or Deposits is incorrect the user can regenerate the deal. All old interest transactions of the deal will be cancelled but the global-ID will be re-used for the new transactions. To avoid to include cancelled transactions in reports choose in selection Transaction status: Notcancelled.

How to regenerate: 

If the deal has status New then just click on the Edit in Wizard button at the bottom right. 

If the status is Confirmed you need to change status to modify by click at the top (click to show more actions) and choose Change status. Under Action choose Unlock.

If any accounting or payments have been approved or exported you need to unlock them first.   

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