NetLease - Customize Amortization Schedule Saved Search
Overview
The amortization schedule sublist on lease records uses an underlying saved search to display schedule line information. Users can customize this saved search to add additional columns from the NetLease Schedule Line record, such as Book Specific Journal fields for multi-book leases or other schedule line data. This customization allows users to view relevant schedule information directly on the lease record without navigating to separate reports.
A common use case is adding the Book Specific Journal or Book Specific Reversal Journal column for leases using multi-book functionality, enabling users to quickly identify and access the journal entries posted to secondary accounting books.
Step-by-Step Process
1. Locate the Existing Amortization Schedule Saved Search
- Navigate to Customization > Lists, Records, & Fields > Record Types.
- Click on the NetLease Lease custom record.
- Navigate to Sublists, and then locate the sublist for the schedule to be updated.
2. Copy and Edit the Saved Search
- Copy the name of the Saved Search identified in Step 1 (e.g., NetLease Operating Lease Schedule Sublist [USED ON LAYOUT]), paste it into the global search, and then open the saved search from the results.
- Click Edit this Search at the top of the saved search.
- Navigate to the Results subtab, and add the desired field(s), and optionally rearrange and/or give the field(s) a custom label if desired.
- Next, give the search a unique Search Title and then click Save As to save a copy of the custom saved search.
3. Create a Custom Sublist on the Lease Record
- Navigate back to Customization > Lists, Records, & Fields > Record Types, and then reselect the NetLease Lease custom record from the list of record types.
- Click on the Sublists subtab.
- Add a new Sublist and ensure that the Search selected is the new custom saved search that was just created, give the sublist a Label, and make sure the tab selected is Amortization Schedules.
Note that it is important to create a new Sublist rather than just simply updating the search for the existing sublist as doing so could get wiped out upon a bundle update of NetLease.
- Click Save to resave the NetLease Lease custom record.
4. Update the Lease Form
- After saving, navigate back to the NetLease Lease custom record and go to the Forms subtab.
- Select Edit on the form that needs to be edited.
If a custom form has not yet been created for the NetLease Lease record, refer to the NetLease Set Form Design Preferences article for instructions.
A custom form should be used because changes made to the out-of-the-box form may be overwritten and reverted to default settings during a NetLease bundle update.
- Under the Sublists subtab and the Amortization Schedules sublist, ensure the out-of-the-box amortization schedule sublist is set to not show and the newly created amortization schedule sublist is set to Show. Then rearrange the order of the sublists as needed.
- Click Save to save the custom form.
- Navigate to a lease record to verify that the new amortization schedule is displaying correctly.
Troubleshooting
Custom saved search not displaying data:
- Verify the search type is set to NetLease Schedule Line
- Check that criteria filters aren't excluding data
- Confirm the Results columns are configured correctly
Bundle update removed my columns:
- This occurs when modifications are made directly to out-of-the-box sublists rather than creating custom sublists
- Follow the process above to create a custom sublist, which will be preserved during updates
Custom sublist not appearing on lease record:
- Verify the sublist is set to Show on the lease form being used
- Confirm the correct tab is selected for the sublist location
- Check that user role has permission to view custom sublists