NetLoan — Enable Duplicate Schedule Line Detection
Overview
The Transaction Schedule Duplicate Check is a safeguard setting in NetLoan Global Settings that prevents the journal processing job from posting journal entries against loans with duplicate schedule lines. When enabled, the system checks for duplicate schedule lines at the start of every Run Journals job and, if duplicates are found, halts processing for those loans and flags them with an error instead of creating potentially incorrect journal entries. This is a one-time setup and should remain enabled for the life of the environment.
Benefits
Enabling the Transaction Schedule Duplicate Check provides the following protections:
- Prevents incorrect journal entries — Without this check, the journal processing job will attempt to post against all schedule lines it finds, including duplicates. This can result in overstated income, interest, or fee amounts on the loan.
- Prevents duplicate journal entries — Duplicate schedule lines can cause the same period’s entries to be posted more than once, leading to GL discrepancies that are difficult to trace and correct.
- Early error visibility — Rather than silently posting bad data, the system surfaces the problem immediately by flagging the loan with an Error status and stamping the Script Execution Log, making it easy to identify and resolve affected loans before they compound.
- Safe for automated processing — In environments where Run Journals runs on an automated overnight schedule, this setting ensures that a loan with duplicate schedule lines is skipped cleanly rather than creating a data integrity issue that requires manual GL correction.
Prerequisites
- NetLoan Administrator role or equivalent access to modify the Global Settings.
- This is a one-time configuration; no prior setup steps are required.
Setup Options
Top navigation: NetLoan > Setup > Global Settings
- Navigate to NetLoan > Setup > Global Settings and on the General section, go to the Check For Duplicate Schedule Lines field and check the checkbox.
Global Settings — General
| Field Name | Field Type | Description | Dependencies | Options / Example | Field ID |
|---|---|---|---|---|---|
| Check For Duplicate Schedule Lines | Checkbox | When checked, activates a duplicate schedule line check at the start of every Run Journals job. If duplicate schedule lines are detected on a loan for the current processing period, the system skips journal creation for that loan, sets its processing status to Error, and stamps an error message on the loan’s Script Execution Log. | None | Checked / Unchecked | custrecord_da_gbl_tran_sch_dup_check |
Use Case Specific Setup
Use Case: Enable Duplicate Schedule Line Detection
For all NetLoan environments, this setting is recommended to be enabled.
| Field | Setting | Notes |
|---|---|---|
| Check For Duplicate Schedule Lines | Checked | Activates duplicate schedule line detection on all Run Journals jobs. Without this enabled, the journal process will attempt to post against duplicate schedule lines, potentially creating incorrect or duplicate journal entries. |
