Loan Maintenance - Main Information Data Entry and Edit Guidelines

The following table summarizes the data entry and edit requirements for each field on the Loan Maintenance - Main Information screen.

Field Name

Required?

Size/Format

Edits Performed (or Recommendations)

General Information - 1

School ID

N/A

N/A

Read-only field.

Note Link ID

N/A

N/A

Read-only field.

Loan Type

N/A

N/A

Read-only field.

Loan Name

N/A

N/A

Read-only field.

Loan Sub Name

N/A

N/A

Read-only field.

Vintage

N/A

N/A

Read-only field.

FAO Loan Name

N/A

N/A

Read-only field.

Last Activity

Optional

10 characters.

Format must be "mm/dd/yyyy".

Last Amount

Optional

7 decimal characters.

Format must be "nnnnn.nn", and supplied value must be greater than zero.

Last Pay Amount

Optional

7 decimal characters.

Format must be "nnnnn.nn", and supplied value must be greater than zero.

Campus Code

Required

2 characters; alphanumeric

None.

Status

Required

Select value from drop-down list

Value must be from drop-down list. See Loan Status Codes for more information.

Priority

Required

Select value from drop-down list

Value must be from drop-down list.

Condition

Optional

Select value from drop-down list.

Value must be from drop-down list.

Open Date

Required

10 characters.

Format must be "mm/dd/yyyy".

Closed Date

Optional

10 characters.

Format must be "mm/dd/yyyy", and the date entered (if any) must be after Open Date.

Enroll Begin Date

Optional

10 characters

Format must be "mm/dd/yyyy".

Enroll End Date

Optional

10 characters

Format must be "mm/dd/yyyy", and the date entered (if any) must be after Enroll Begin Date.

Collections Information

Collector ID

N/A

N/A

Read-only field.

Queue ID

N/A

N/A

Read-only field.

Review Date

Optional

10 characters

Format must be "mm/dd/yyyy".

In Since Date

Optional

10 characters

If entered, format must be "mm/dd/yyyy".

Credit Bureau Information

Rating

Optional

2 alphanumeric characters

None.

Report Date

Optional

10 characters

Format must be "mm/dd/yyyy".

General Information - 2

Comment

Optional

32 alphanumeric characters

None.

FISAP AOR

Optional

9 decimal characters

None.

Held By Whom

Optional

10 alphanumeric characters

None.

Archive Date

Optional

10 characters

Format must be "mm/dd/yyyy".

Archive Flag

Required

If updatable, select value from drop-down list

If the record has not been deleted, this field will be read-only.

Value must be from drop-down list. Can "undelete" a record by setting this value to "N".

Field Name	Required?	Size/Format	Edits Performed (or Recommendations)
General Information - 1
School ID	N/A	N/A	Read-only field.
Note Link ID	N/A	N/A	Read-only field.
Loan Type	N/A	N/A	Read-only field.
Loan Name	N/A	N/A	Read-only field.
Loan Sub Name	N/A	N/A	Read-only field.
Vintage	N/A	N/A	Read-only field.
FAO Loan Name	N/A	N/A	Read-only field.
Last Activity	Optional	10 characters.	Format must be "mm/dd/yyyy".
Last Amount	Optional	7 decimal characters.	Format must be "nnnnn.nn", and supplied value must be greater than zero.
Last Pay Amount	Optional	7 decimal characters.	Format must be "nnnnn.nn", and supplied value must be greater than zero.
Campus Code	Required	2 characters; alphanumeric	None.
Status	Required	Select value from drop-down list	Value must be from drop-down list. See Loan Status Codes for more information.
Priority	Required	Select value from drop-down list	Value must be from drop-down list.
Condition	Optional	Select value from drop-down list.	Value must be from drop-down list.
Open Date	Required	10 characters.	Format must be "mm/dd/yyyy".
Closed Date	Optional	10 characters.	Format must be "mm/dd/yyyy", and the date entered (if any) must be after Open Date.
Enroll Begin Date	Optional	10 characters	Format must be "mm/dd/yyyy".
Enroll End Date	Optional	10 characters	Format must be "mm/dd/yyyy", and the date entered (if any) must be after Enroll Begin Date.
Collections Information
Collector ID	N/A	N/A	Read-only field.
Queue ID	N/A	N/A	Read-only field.
Review Date	Optional	10 characters	Format must be "mm/dd/yyyy".
In Since Date	Optional	10 characters	If entered, format must be "mm/dd/yyyy".
Credit Bureau Information
Rating	Optional	2 alphanumeric characters	None.
Report Date	Optional	10 characters	Format must be "mm/dd/yyyy".
General Information - 2
Comment	Optional	32 alphanumeric characters	None.
FISAP AOR	Optional	9 decimal characters	None.
Held By Whom	Optional	10 alphanumeric characters	None.
Archive Date	Optional	10 characters	Format must be "mm/dd/yyyy".
Archive Flag	Required	If updatable, select value from drop-down list	If the record has not been deleted, this field will be read-only. Value must be from drop-down list. Can "undelete" a record by setting this value to "N".