This transaction type is available if the Enable Long-Term Credits and Loans option is selected on the Administration > Settings > General Settings form.

Documents with this transaction type are created when you need to plan loans to be issued to other companies.

You can generate a Money Payment (Plan) with the Loan Issued transaction type using the corresponding Loan Agreement document as a basis or create it without referencing any document as a basis. 

A Money Payments (Plan) can be used as a basis for the following documents: Bank Payment  or Planning Document Cancellation.

See also