NetLoan - Manage Custom Sourcing
Overview
NetLoan can facilitate the sourcing of custom data from the loan record to the posting transaction. The following is the setup:
Sourcing on Loan Transaction Posting
Navigate to NetLoan > NetLoan Setup > Manage Custom Sourcing > New
Enter field information to define sourcing from the Loan record to the posting transaction:
Field | Description |
| Name | Input a unique name to define the custom sourcing. |
| Type | Select "Transaction Posting" to source from the Loan record to any automated posting transactions |
| From Loan Field | Input the Loan field to source to (e.g. Location). |
| To Transaction Field | Input the transaction field to source from (e.g. Location). |
| Apply To Impacts | Filter the impacts for which this custom sourcing should apply (e.g. apply sourcing only for debits). |
| Apply To Transaction Types | Filter the transaction types for which this custom sourcing should apply (e.g. apply sourcing only for Termination entries). |
| Apply To Accounts | Filter the accounts for which this sourcing should apply to (e.g. apply sourcing only on Balance Sheet accounts). |
| Apply To Subsidiaries | Filter the subsidiaries for which this custom sourcing should apply (e.g. apply sourcing only for the Parent Company). |
| Apply To Loan Types | Filter the Loan types for which this custom sourcing should apply |