Navigation:  Loan Screens > Account Information Screen Group > Reserves Screen Group > Reserve Analysis Screen > Options, Limits & Loan Fields tab > Analysis Fields field group > Surplus Amount

Entry: User, numeric

F/M: Yes

Mnemonic: LNNETX

Screen: Loans > Account Information > Reserves > Reserve Analysis > Options, Limits & Loan Fields tab

 

The system enters the surplus amount as of the Last Analysis Date in this field. It is this field that the system uses to create the excess check. Any surplus amounts displayed in this field will either be overwritten or changed to a blank as a new analysis is performed. If an analysis is done via the Reserve Analysis tab, this field is updated when the <Post Analysis> button is clicked.

 

If the surplus is less than the Surplus Limit Amount from either the institution option (found on the Loans > System Setup Screens > Reserve Analysis Options screen) or the individual Surplus Limit (in the Analysis Limit field group), this amount will be blank (the payment is lowered by the surplus.)