Executing the Data Load Rule
As part of the budget data import implementation, you need to verify that the data load rule you created in Adding a New Data Load Rule runs successfully in Data Management.
To execute a data load rule:
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In your Planning and Budgeting environment, click the Navigator icon
. Then, under Integration, click Data Management. -
On the Workflow tab, under Data Load, select Data Load Rule.
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In the Point of View bar at the bottom of the page, verify that you are using the Point of View specified in Adding a New Data Load Rule.
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In Data Rule Summary, select the data load rule you created in Adding a New Data Load Rule, and then click Execute.
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In the Execute Rule popup window, make any necessary changes, and then click Run.
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To watch the progress of the data load rule execution, go to Process Details on the Tasks pane.
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If the data load rule has been executed successfully, you can do any of the following:
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In Process Details, scroll right to the Output File column, and download the execution result.
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Go to Application > Overview > Actions > Inbox/Outbox Explorer to access the CSV file generated by this data load rule.
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Execute this data load rule from NetSuite. If the job is executed successfully, NSPB Sync downloads the CSV file from Inbox/Outbox Explorer, and the post-processing plug-in processes the budget data in NetSuite.
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For general information and additional setup, see the Oracle Help Center topic Managing Data Load Rules.