Collection Sheets

Collection Sheets are the printable field collection rosters listing each group or route's members, their due amounts and balances, used by field officers in group-lending and daily-collection models. Officers carry the sheet to record receipts in the field, then post them on return.

Workflow

Select the group, route or officer and the collection date.
Generate the collection sheet listing members and amounts due.
Print or open the sheet for field use.
Capture amounts collected against each member in the field.
Post the collected entries to create repayment receipts.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Collection Date `collection_date`	Date	Yes	Collection Date
Field Officer `officer_id`	Link → res.users	Yes	Field Officer
Branch `branch_id`	Link → mfi.branch	Yes	Branch
Status `state`	Choice: Draft, In Progress, Submitted, Confirmed, Cancelled	Yes	Status
Has Message `has_message`	Yes/No	—	Has Message
Reference `name`	Text	—	Reference
Company `company_id`	Link → res.company	—	Company
Collection Lines `line_ids`	List	—	Collection Lines
Lines `line_count`	Number	—	Lines
Total Due `total_due`	Money	—	Total Due
Total Collected `total_collected`	Money	—	Total Collected
Currency `currency_id`	Link → res.currency	—	Currency
Notes `notes`	Long text	—	Notes
Offline Sync Token `sync_token`	Text	—	Offline Sync Token
Calendar Event `calendar_event_id`	Link → calendar.event	—	Calendar Event

Actions & buttons

Buttons available on this screen and what they do:

Start
Submit
Confirm
Cancel
Reset to Draft

Status lifecycle

Records on this screen move through these statuses:

Draft → In Progress → Submitted → Confirmed → Cancelled

Notes & rules

Model: mfi.loan.collection.sheet.
Organised by group/route/officer for the collection day.
Supports group-lending and daily-collection methodologies.
Posted entries become mfi.loan.repayment records.

Technical model: mfi.loan.collection.sheet · Record: Field Officer Daily Collection Sheet