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Loan Create Date in Physical Inventory Audit Criteria

Describes how the “Loan Create Date” filter works in the Physical Inventory Audit criteria to help refine audit results by loan age.

For the basics on how to start/run a Physical Inventory Audit, check out our article here .

 

With the release of 2.5.5 we have added the ability to place in the criteria Loan Create Date when running a Physical Inventory Audit.

Loan Create Date will be whatever the current loan's Create Date is. Meaning that if a loan has been renewed, it will use the most current loan's renewed date as the Loan Create Date.

 

You can run this criteria in a variety of ways:

  • = - Equals this exact date
  • =/= - Do not search for this date
  • range - Search within this range of dates
  • in - search only the set dates
  • < - Earlier than the specified date, back to when the store opened
  • ≤ - Earlier or equal to the specified date, back to when the store opened
  • > - Later than the specified date, up to today
  • ≥ - Later or equal to the specified date, up to today