Loan / Advance Transaction
Navigation Path
Loan → Loan/Advance
URL
loan/loan-or-advance-transaction
Description
The Loan / Advance Transaction page is used to create, edit, view, and delete employee loan or advance records.
All operations (Add, Edit, Delete, View) are handled within a single page.
Employee Search Section
Used to search and filter employees before creating a loan/advance entry.
Fields
- Code – Employee Code
- Name – Employee Name
- Unit – Select or create a unit
- Department – Select department
Actions
- Search Employee – Fetch employee details based on search criteria
- Clear – Reset search inputs
Loan / Advance Entry Form
Used to add or update loan/advance details for the selected employee.
Fields
- Employee Code – Select employee
- Employee Name – Auto-filled
- Department – Auto-filled
- Unit – Select or create a unit
- Head – Select or create loan/advance head
- Allotment / Order No – Select order number
- Dated – Select date
- Effective Date – Select effective date
- Loan Type – Select loan type
- Remarks – Enter remarks
Actions
- Save – Create or update loan/advance transaction
- Reset – Clear form fields
Loan / Advance List Table
Displays all existing loan and advance records.
Table Columns
- S No
- Loan/Adv. Code
- Employee Code
- Employee Name
- Loan/Adv Type
- Actions
Table Features
- Column-wise search/filter
- Search by employee code
- Pagination support
Row Actions
- Edit – Loads the selected record into the form for updating
- Delete – Removes the selected record after confirmation
Delete Confirmation
When deleting a record, a confirmation alert is shown to prevent accidental deletion.
Notes
- This module uses only one URL for all operations.
- Add, Edit, View, and Delete are handled on the same page.
- Employee details are auto-populated after selection.