AccountId | Account | Lookup → Account | | The customer applying for the loan. Only customer accounts are offered. Required on create: saving without it is refused with 'Customer is required.', and an inactive customer with 'Customer is Inactive.'. |
ApprovalRemarks | Approval Remarks | Text | | Notes on the lender's approval. Not on the shipped forms. |
ApprovedAmount | Approved Amount | Currency | | The loan amount the lender sanctioned, typed by the user in the Approved Amounts panel. For the record only. |
ApprovedById | Approved By | Lookup | | Who approved the application. Not on the shipped forms and not set automatically. |
ApprovedDownPayment | Approved Down Payment | Currency | | The down payment the lender agreed. Not on the shipped forms and not read by anything. |
ApprovedInterestRate | Approved Interest Rate | Decimal | | The interest rate the lender sanctioned, typed by the user. For the record only. |
ApprovedTenureMonths | Approved Tenure (In Months) | Number | | The tenure in months the lender sanctioned, typed by the user. For the record only. |
BranchId | Branch | Lookup → Branch | | Your location that owns the case. Must be an active branch of the Partner Account and is required when that company has branches. Cannot be changed after the case is saved. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DeclinedById | Declined By | Lookup | | Who declined the application. Not on the shipped forms and not set automatically. |
DeclinedRemarks | Declined Remarks | Text | | Notes on why the application was declined. Not on the shipped forms. |
DisbursedAmount | Disbursed Amount | Currency | | What the lender actually paid out, and the only field that affects other records: creating the case, changing this value or deleting the case recalculates Finance Amount on the linked order and invoice. It may not exceed the Requested Amount. |
DisbursementDate | Disbursement Date | Date | | The date the lender paid out. Not on the shipped form panels and not read by anything. |
DisbursementNumber | Disbursement Number | Text | | The lender's reference for the payout. Not on the shipped form panels; the record page's Disbursement Details card shows fixed sample text rather than this value until an administrator rebinds it. |
EMIOnApprovedAmount | EMI on Approved Amount | Currency | | The instalment on the approved terms. Not on the shipped forms and not calculated by anything. |
EMIOnDisbursedAmount | EMI on Disbursed Amount | Currency | | The instalment on the disbursed amount. Not on the shipped forms and not calculated by anything. |
EMIOnRequestedAmount | EMI on Requested Amount | Currency | | The monthly instalment on the requested terms, normally written by the Finance Calculator (reducing-balance EMI, or amount divided by months at a zero rate). Read-only on the record page. It may not exceed the Disbursed Amount, so it cannot be saved on a case that has no disbursement yet unless that validation is deactivated. |
ExternalId | External | Text | | An identifier from an outside system, for imports and integrations. Not on the shipped forms. |
FinanceProviderId | Finance Provider | Lookup → Financer | | The lender funding the case, chosen from the Financer list. Shown on the New form, in the record page's Finance Details panel and as a header figure. |
FinancerSchemeId | Financer Scheme | Lookup → FinancerScheme | | The lender's finance product, chosen from the Financer Scheme list on the New form. The picker lists every scheme whatever lender is chosen, and the scheme's minimum and maximum amount and tenure are not checked against the case. |
FinanceSchemeId | Finance Scheme | Lookup | | An older scheme reference that no form shows and nothing reads. Use Financer Scheme instead. |
Id | Id | Guid | Yes | |
InvoiceId | Invoice | Lookup → Invoice | | The invoice for the financed sale; the case's Disbursed Amount counts towards this invoice's Finance Amount. It is set on the New form only, as the shipped record page does not show it, so pick it when the invoice already exists. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | The case number, set on save from the FC series as series, day-month-year date and a six-digit counter. |
OrderId | Order | Lookup → Order | | The sales order being financed. The case's Disbursed Amount counts towards this order's Finance Amount. It can be changed on the record page, but changing it does not recalculate either order. |
OtherFinancer | Other Financer | Text | | Free-text name of a lender that is not in the Financer list. Not on the shipped forms, and cases recorded this way cannot be grouped or filtered by lender. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | Your selling company that owns the case, not the applicant. Only partner accounts are offered; if left blank it is filled from the owner's default company. Validated on create and cannot be changed afterwards. Hidden for organisations that run a single company. |
RecordTypeId | Record Type | Guid, hidden | | |
RequestedAmount | Requested Amount | Currency | | The loan amount the customer applied for. Cannot be negative, and the Disbursed Amount may not exceed it. Also set by the record page's Finance Calculator when you save it. |
RequestedDownPayment | Requested Down Payment | Currency | | What the customer pays up front. Cannot be negative. For the record only. |
RequestedInterestRate | Requested Interest Rate | Decimal | | The annual interest rate applied for, in per cent. The Finance Calculator uses the saved value to work out the EMI. |
RequestedTenureMonths | Requested Tenure (In Months) | Number | | The loan length applied for, in whole months. A value of 0 or 1 is refused with 'Tenure should not be less than 1'. Also set by the Finance Calculator's tenure buttons when you save it. |
Status | Status | PickList | | The application's stage: Draft, Documentation, Approval In Process, Approved, or Declined as the off-path outcome. Set through the record page's status timeline one step forward at a time; nothing sets, defaults or checks it. The shipped values are inactive, so the timeline is empty until an administrator activates them. |
TenureMonths | Tenure Months | PickList | | A list of standard tenures (12 to 84 months) kept separately from the numeric requested and approved tenures. Not on the shipped forms and not kept in step with them. Values: 12, 24, 36, 48, 60, 72, 84. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
