Loan Coupons
Overview of IL264
The Loan Coupons report allows you to generate a merged document containing coupons for your borrowers to send in with their loan payments. You have the option of printing 2, 3 or 4 per page, and the system will generate a maximum number of coupons based on the parameter you select. The report output includes information such as account ID, constituent PIN, loan number, number of coupons generated, loan payment amount, first payment date and last payment date. To generate the coupons:
- From the DDI-Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 264 Loan Coupons. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Max. coupons per loan | Enter the maximum number of coupons that should be generated for each loan | ||||||||
| Max. coupons per page | Click the drop down to select the maximum number of coupons that should be printed per page | ||||||||
| Account numbers | If you wish to generate coupons for a specific account or accounts, type the account number or numbers, separated by commas, or click the Search icon to launch Name/Address Inquiry | ||||||||
| Loan numbers | To generate coupons for a specific loan or loans, type the loan number or numbers, separated by commas, or click the list icon to select from a list of loans within the system | ||||||||
| Loan types | To generate coupons for a specific type or types, type the code or codes, separated by commas, or click the list icon to select from a list of active loan type codes within the system | ||||||||
| Form code | Type the form code that should be used for generating the loan coupons. You can also click the list icon to select from a list of active form codes within the system | ||||||||
| Merge method | Click the list icon to select the method desired to create the notices. Your options are:
|
Mailmerge Fields
This report generates mailmerge data (max 50) and has the potential to include the following fields.
| Name | Description |
|---|---|
| loan_num | |
| acct_pin | |
| remit_pin | |
| remit_attn | |
| remit_name | |
| remit_addr | |
| remit_city | |
| remit_addr_num | |
| remit_state | |
| remit_zip | |
| benefit_pin | |
| benefit_addr_num | |
| benefit_block | |
| disb_pin | |
| disb_attn | |
| disb_name | |
| disb_addr | |
| disb_city | |
| disb_addr_num | |
| disb_state | |
| disb_zip | |
| pmt_amt | |
| pay_due_dt1 | |
| pay_due_dt2 | |
| pay_due_dt3 | |
| pay_due_dt4 |
Merge Form Selection Rules
Based on user-provided report criteria
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report. If you generated merge forms, you will now want to merge and print them. Click below to view a sample of the coupon output.
