Description
The report 'Loan Summary' displays the data of the selected loancontract in an overview screen. This is carried out without taking thestatus into consideration (offer, contract etc.). You must be awarethat:

• Open items are displayed with reference to the contract and not to the
associated partner. As a result, all open items are displayed as atotal independently of the customer (e.g. alternative payer). If theoption 'With open items' is active on the report selection screen, thehighest dunning status found is displayed. This does not have to be theborrower's status. Since determination of open items can take so long,you are able to deactivate this function on the selection screen. Ifyou choose to deactivate it, the dunning status in the table VDARL(contract master data) is displayed. In this case, the systemsuppresses the display of the open item total.

• You can also deactivate the display of other borrower contracts on the
selection screen in order not to affect processing times. Ifdeactivated, the system only displays the number of other offers,contracts etc. If you have activated this option, you can double-clickon the selected contract and branch to the data.

Output
The following data is displayed in the 'Loan summary':


• Contract with contract status, main borrower, number of other
partners and other contracts. If a memo exists, it can also bedisplayed via a pushbutton.

• Temporary messages, these include - granted bank collection,
missing bank details, arrears, current rollover. They are onlydisplayed in the appropriate circumstances.

• Dunning data, with additional details of the borrower's oath of
disclosure, bankruptcy, if entered.

• Capital with reference to the selected contract


• Payment data in contract


• Contract conditions: Only the conditions which are currently
valid are displayed. Any future conditions are not taken intoconsideration.

• Other partners: All partners which are connected to the
contract which also includes clerks.

• Other objects: Additional- and jointly-liable objects and any
corresponding compulsory measures.

• Other contracts with contract number, status, commitment capital
and contract type.

Exceptions


• Payment data is only displayed if the contract has the status
'Contract' or 'Contract paid out'.

• If the payment data should not be determined the general contract data
(refers to commitment capital) is displayed together with a note.