December 08, 2014

Daily Abstract to support PPA system




Memorandum:

TO      :   CC MJ

Date:   December 8, 2014

Happy Immaculate Concepcion.



Hand in hand (companion) with the new PPA is a an improved  Daily Abstract portal which is used to encode the daily transaction.  This too hall be  the platform too once we have the memorial plan:

1.The daily abstract shall contain the following:

1.   #OR number
2.   Customers name and data (or account #)
3   Amount
4   Credits:

      Plot principal
      Interest
      Funds:

      PC
      VAT
      
      IF

4.  PPA  #
5.  Lot Number; block number

It must generate reports that are basis for updating:

1.  Cash Receipt book
2   Joint Venture sharing
3.  Master List
4.  Lot inventory
5.  Funds summary for collection by Majorem
6.  Collection for the day?period
7.  Sales for the day/period

We will need a another module to encode the details for the customer

Name   address, contact number, email, 
Birthday, 
Anniversay
Age
Insureable/not insureable

Amount 
DP
 balance
Payment modality and MA
PPA contract number
Date of contract
Payment  due
Maturity of contract

Such shall be used for generating ID for the customer, possibly with picture.


Such a system must update the 3ffb via dropbox. or any other free software.

Cynthia, MJ, can this be done in house?
Jorge  S


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