NetLoan - Create and Schedule an Automated Job Deployment
Overview
Use the Manage Automated Jobs page to create a new automated job deployment, set its run schedule, test it, and turn it on. This applies whenever you want a NetLoan process like billing, journals, schedule generation, or fee generation to run on its own instead of being triggered by hand. The page creates and configures deployments, but run frequency and time are set on the underlying NetSuite script deployment record through the Advanced Edit link.
Prerequisites
- NetLoan 2026.1.5.0 or later.
- Access to the Manage Automated Jobs page. The Manager and Administrator NetLoan access templates have access by default. Clerk and Specialist do not.
- At least one existing NetLoan - Automate Jobs MR deployment in the account. The bundle ships with several (see NetLoan - Automate Jobs Scripts). The page copies one of these when creating a new deployment.
- For most processes, a saved search that returns only the loans the job should touch. NetLoan - Automate Jobs Scripts shows how to narrow an existing search and save it under a new name.
- Halt Automated Jobs unchecked in NetLoan Global Settings. When it is checked, no automated job runs.
Step-by-Step
Navigation
- Top navigation:NetLoan > NetLoan Setup > Manage Automated Jobs
The page title reads Automate Job Deployments. It lists every existing deployment of the NetLoan - Automate Jobs MR script.
Create the deployment
- Click New Deployment.
- Enter a unique Deployment ID in the format
customdeploy_da_auto_<process>, e.g.customdeploy_da_auto_billing. Click Create. - The new deployment is a copy of an existing Automate Jobs deployment and inherits its parameters and schedule. Review and replace those in the following steps.
Step 1 of 2: Deployment Settings
- Enter a descriptive Title, e.g. "Automatic Billing – Term Loans". This is the name shown on the list page.
- Leave Status set to Not Scheduled until testing is done.
- Check Deployed.
- Set Log Level. Audit is a reasonable production setting. Use Debug when troubleshooting.
- Optionally set Concurrency Limit, Priority, Submit All Stages At Once, Yield After Minutes, and Buffer Size. These are applied to the target process script's deployments each time the job runs. Leave them alone unless you have a reason to change them.
- Click Next.
Step 2 of 2: Parameters
- In the Script ID parameter, select the NetLoan process this deployment should run. Options include Automatic Billing, Automatic Journals, Automatic Schedules, Automatic Commencement, Automatic Fee Generation, Automatic Payment Application, Automatic Collections, Statement Generation, Calculate Interest, Escrow Billing, and Funding Requests.
- Select the Saved Search that limits which loans are processed. Required for most processes. Generate Fees, Collections, Payment Processing, Funding Requests, Escrow Billing, Evergreen Extension, and Summarize Lines run without one.
- For period-based processes (Journals, Reclass, Billing, Calculate Interest, Statements), set Relative Accounting Period to Current, Previous, First Open, or Next, or enter a Date offset instead. Check Run All Months Up To And Including if the job should catch up earlier unprocessed periods.
- Set any process-specific options: statement action and template for Statements, payment type and date for Fee Generation and Payment Application, Allow Concurrent Processing, Override Batch Size, or Next Job to chain another deployment after this one.
- Click Save. The list page reloads with the banner Deployment saved successfully.
Set the schedule
- On the list page, click Advanced Edit on the new deployment's row. The NetSuite script deployment record opens in a new tab.
- On the Schedule subtab, set the frequency (Daily, Weekly, Monthly, or a repeat interval), start time, and any start or end dates. 15 minutes is the shortest repeat interval. Schedule as infrequently as the process allows to limit NetSuite processing load.
- Click Save on the deployment record. Return to the Manage Automated Jobs tab and refresh. The Recurrence column shows the schedule, e.g. "Daily at 2:00 AM".
Test and activate
- Click Execute Now on the deployment's row and confirm. The banner Deployment executed successfully. means the job was submitted.
- Click View Log to see today's execution log for the process. Click Refresh while the job runs. Confirm the expected records were created or updated on a few of the affected loans.
- Click Enable on the row and confirm. The Status column changes to Active and the deployment runs on the schedule you set.
Delete a deployment
- The Manage Automated Jobs page has no delete action. To stop a job without removing it, click Disable on its row.
- To remove it, click Advanced Edit on the deployment's row to open the NetSuite script deployment record.
- Choose Actions > Delete and confirm. Return to the Manage Automated Jobs tab and refresh. The deployment no longer appears.
Considerations
- Only schedule NetLoan - Automate Jobs MR deployments. Bundle updates delete and recreate the deployments on every other NetLoan script. A job copied directly from NetLoan - Generate Fees MR, for instance, is wiped on the next update. Deployments created from this page survive updates.
- The new deployment starts as a copy of an existing one, including parameters and schedule. Review every field in Step 2 and on the Schedule subtab.
- Frequency lives on the NetSuite deployment record behind Advanced Edit. The page displays it but cannot set it. The Recurrence column shows the time in your user time zone (standard offset), matching the Schedule subtab.
- Execute Now confirms submission, not completion. Use View Log (today's entries only) or check the loans to verify results. A deployment left in Testing status shows as Inactive on the list.
Related Articles
- NetLoan - Automate Jobs Scripts: shipped deployments, saved-search tips, and the legacy setup path through Customization > Scripting
- NetLoan - Global Settings: Halt Automated Jobs and concurrency settings
- NetLoan - Manage Automated Job Deployments: enabling, disabling, running, and troubleshooting deployments after setup
Record Structure
Automate Job Deployment (Quick Edit)
| Field Name | Field Type | Description | Example | Field ID |
|---|---|---|---|---|
| Deployment ID | Text | Unique script ID for the deployment. Entered once on the New Deployment page. | customdeploy_da_auto_billing | scriptid |
| Title | Text | Name shown in the Name column on the list page. | Automatic Billing – Term Loans | title |
| Status | Select (inline) | Scheduled runs on the schedule. Not Scheduled and Testing do not run and display as Inactive. | Scheduled | status |
| Deployed | Checkbox | Must be checked for the deployment to run. | Checked | isdeployed |
| Log Level | Select (inline) | Detail written to the execution log: Debug, Audit, Error, Emergency, or Quiet (Off). | Audit | loglevel |
| Concurrency Limit | Integer | Number of parallel queues the target process may use. Applied to the target script's deployments at run time. | 2 | concurrencylimit |
| Priority | Select (inline) | High, Standard, or Low. Applied to the target script's deployments at run time. | Standard | priority |
| Script ID | List/Record | The NetLoan process this deployment runs. | NetLoan - Billing MR | custscript_da_automated_job_script_id |
| Saved Search | List/Record | Limits which loans the process touches. Required for most processes. | Term Loans – Active | custscript_da_automated_job_search |
| Relative Accounting Period | Select (inline) | Current, Previous, First Open, or Next. Used by period-based processes. | Previous | custscript_da_automated_job_period |
| Date | Integer | Day offset from today used in place of an accounting period. | -1 | custscript_da_automated_job_date |
| Run All Months Up To And Including | Checkbox | Processes every open period through the selected one. | Checked | custscript_da_automated_job_run_up_to |
| Allow Concurrent Processing | Checkbox | Lets this job run while another NetLoan process is active. The global setting does not apply to automated jobs. | Unchecked | custscript_da_automated_job_concrt_proc |
| Override Batch Size | Integer | Replaces the default batch threshold for high-volume accounts. | 10000 | custscript_da_automated_job_batch_size |
| Next Job | Text | Deployment ID of another automated job to run when this one finishes. | customdeploy_da_auto_journals | custscript_da_automated_job_next_job_id |
