Common Prerequisites
What users need before they run key workflows.
Access Prerequisites
- You must have a valid login account and role assignment.
- Your role must include permission for the target action.
- Your branch assignment must be correct (for manager and staff users).
Data Prerequisites
Before transaction and payment workflows, ensure:
- Customer exists with unique Civil ID.
- Civil ID front and back images are uploaded.
- Daily gold price is available for the working date.
- Branch is active.
Operational Prerequisites
- Use the correct business date for payment, release, and closure.
- Confirm whether transaction belongs to your branch before closure attempts.
- For any discount, prepare a mandatory reason.
Financial Prerequisites
- Understand that payment allocation is interest first, principal second.
- Know that first-month closure uses special minimum interest rules.
- Confirm transaction status is ACTIVE before payment and release actions.
Security and Audit Notes
- Every financial action is logged permanently.
- Payment deletion is not allowed.
- Correction should be done through adjustment entries, not record removal.