Special Loan
Navigation Path
Loan → Special Loan
URL:
/loan/special-loan-master
Description
The Special Loan page is used to create, view, edit, and delete special loan configurations for employees based on Unit, Designation, and Loan Head.
This page contains both Add Form and List View in a single screen.
Add Special Loan
Purpose
To define a special loan with installment details, eligibility, and status.
Form Fields
| Field Name | Description |
|---|---|
| Unit | Select or create a unit |
| Designation | Select designation |
| Head | Select or create a loan head |
| Order Number | Reference order number |
| Allotment Date | Loan allotment date |
| Loan Type | Select loan type |
| Loan Amount | Total loan amount |
| Number of Installments | Total number of installments |
| Installment Amount | Amount per installment |
| Date | Auto-filled current date |
| Effective Date | Date from which loan is effective |
| Status | Loan status (e.g., PENDING) |
| Is Active | Enable/Disable loan |
| Remarks | Additional remarks |
Actions
- Save – Saves the special loan record
- Reset – Clears all form fields
- Close – Closes the add form and returns to list view
Special Loan List
Purpose
To view and manage all special loan records.
Search & Filters
| Filter | Description |
|---|---|
| Unit | Filter loans by unit |
| Search by Loan Code | Search using loan code |
Table Columns
| Column | Description |
|---|---|
| S No | Serial number |
| Loan Code | Auto-generated loan code |
| Unit | Unit name |
| Designation | Designation name |
| Head Name | Loan head |
| Actions | Edit / Delete |
🔹 Row Actions
-
Edit
- Opens the selected loan in the form
- Allows updating all editable fields
-
Delete
- Deletes the selected loan
- Confirmation alert is shown before deletion
Validations & Notes
- Unit selection is mandatory before selecting loan head
- Loan amount and installment values must be numeric
- Status controls whether the loan is active or not
- Delete action is irreversible
Summary
- Single-page module (Add + List)
- Supports Create, View, Edit, Delete
- Searchable and filterable loan records
- Role-based operational loan configuration