Deleting or Archiving Savings Products

[ai...@gmail.com]

Hello everyone,
So I've been doing a bit of testing of Fineract on a local server. Created several Recurent Deposit products (and accompanying accounts). However a question that I've been struggling with is how to delete (or better still "close") a Recurrent Deposit Product. If a Financial Institution no longer offers a Savings/Recurrent Deposit product shouldnt there be a way to delete or archive the product? How do any of you with live production systems handle this?

Warm regards 
Airsay

Re: Deleting or Archiving Savings Products

[airsay longcon <ai...@gmail.com>]

Hello Saranash,
Thank you for your email. I am aware that for Loan Products can have a
start and end date. Savings Products however don't have this feature. Is
this something that has been previously discussed here? I have a situation
were the client could retire some savings products for new ones. Inability
to archive the retired products opens an opportunity for possible fraud or
errors

On Mon, 7 Sep 2020 at 04:31, Saransh Sharma <sa...@muellners.org> wrote:

> You can set a date "end date" or you can mark a loan product as inactive
> to achieve the following.
>
> On Mon, Sep 7, 2020 at 6:37 AM <ai...@gmail.com> wrote:
>
>> Hello everyone,
>> So I've been doing a bit of testing of Fineract on a local server.
>> Created several Recurent Deposit products (and accompanying accounts).
>> However a question that I've been struggling with is how to delete (or
>> better still "close") a Recurrent Deposit Product. If a Financial
>> Institution no longer offers a Savings/Recurrent Deposit product shouldnt
>> there be a way to delete or archive the product? How do any of you with
>> live production systems handle this?
>>
>> Warm regards
>> Airsay
>
>
>
> --
> Thanks and regards,
>
> Saransh Sharma
> Research Partner
>
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Re: Deleting or Archiving Savings Products

[Saransh Sharma <sa...@muellners.org>]

You can set a date "end date" or you can mark a loan product as inactive to
achieve the following.

On Mon, Sep 7, 2020 at 6:37 AM <ai...@gmail.com> wrote:

> Hello everyone,
> So I've been doing a bit of testing of Fineract on a local server. Created
> several Recurent Deposit products (and accompanying accounts). However a
> question that I've been struggling with is how to delete (or better still
> "close") a Recurrent Deposit Product. If a Financial Institution no longer
> offers a Savings/Recurrent Deposit product shouldnt there be a way to
> delete or archive the product? How do any of you with live production
> systems handle this?
>
> Warm regards
> Airsay



-- 
Thanks and regards,

Saransh Sharma
Research Partner

This mail is governed by Muellners®  IT policy.
The information contained in this e-mail and any accompanying documents may
contain information that is confidential or otherwise protected from
disclosure. If you are not the intended recipient of this message, or if
this message has been addressed to you in error, please immediately alert
the sender by reply e-mail and then delete this message, including any
attachments. Any dissemination, distribution or other use of the contents
of this message by anyone other than the intended recipient is strictly
prohibited. All messages sent to and from this e-mail address may be
monitored as permitted by applicable law and regulations to ensure
compliance with our internal policies and to protect our business. E-mails
are not secure and cannot be guaranteed to be error free as they can be
intercepted, amended, lost or destroyed, or contain viruses. You are deemed
to have accepted these risks if you communicate with us by e-mail.

Re: [Mifos-users] Deleting or Archiving Savings Products

[Francis Guchie <fr...@gmail.com>]

Dear Airsay,

This issue is a silent one but in my view,  Apart from Loan Products, all
the other products do not have a start date and end date that can be used
to enable or disable them


My Kind Regards

Francis Guchie Kirago
*Skype:* francisguchie
*Whatsapp: *232 79 19 44 07
*LINKEDIN:* https://www.linkedin.com/in/francis-guchie-kirago-a4379617/
twitter: @FrancisGuchie









On Mon, Sep 7, 2020 at 1:08 AM <ai...@gmail.com> wrote:

> Hello everyone,
> So I've been doing a bit of testing of Fineract on a local server. Created
> several Recurent Deposit products (and accompanying accounts). However a
> question that I've been struggling with is how to delete (or better still
> "close") a Recurrent Deposit Product. If a Financial Institution no longer
> offers a Savings/Recurrent Deposit product shouldnt there be a way to
> delete or archive the product? How do any of you with live production
> systems handle this?
>
> Warm regards
> Airsay
>
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