Cloning Lending Requests in the Client

Follow

Cloning in Lending is achieved using the Clone to Current Borrower and Clone to Another Borrower buttons which are found on a Cloning ribbon tab only when the SystemID is LWeb or OTH. Searching looks at LenderString, LibraryName, and Address1, Address2, Address3 and Address4 fields.

  1. Open the request you want to clone. NOTE: Only requests with the System ID of OTH or LWEB can be cloned in Lending.
  2. To clone to the current Borrower library, click Clone to Current Borrower.
  3. To clone to a different Borrower, click Clone to Another Borrower.
    • A dropdown will appear, and you can search for the institution to clone the request to.
    • Use the search box to locate the institution. You can search by LenderString, LibraryName, and Address1, Address2, Address3 and Address4 fields.
    • When you have located the institution to clone to, click them on the search list and click Clone.
  4. A popup box will display the new transaction number and confirm that the request was cloned, and ask if you want to open the new request.
  5. Choose Yes or No to open the new request. The original request will remain open.
  6. The new request will go to Awaiting Lending Request Processing.

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.