Discard collateral agreement

To discard a collateral agreement you need to open it. You can open the collateral agreement via the Collaterals, Loans menu, Person module and Asset details.

  1. Collateral > Search agreements.

  2. Find the collateral agreement in question.

  3. Click the Agreement ID to open the collateral agreement.

  4. Click the Discard agreement button.

  5. Select the Discarding reason. If required, you can add a comment > Discard.

Note that the Discarding reason parameter is a custom lookup code. You can manage its values by going to Administration > Settings > Lookups > COLLATERAL > Collateral agreement. Choose lookup type DISCARD_REASON.

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