Defining and Running a Data Load Rule

After uploading the plug-in script, define and run a data load rule successfully in NetSuite.

To define and run a data load rule:

This generates a CSV file containing Journal Entries and stores it in the File Browser in Data Exchange. Then, the Account Reconciliation Sync SuiteApp downloads this file in NetSuite and passes it to the plug-in for processing. Go to Transactions > Financial > Make Journal Entries > List to see the newly imported journal entries.

You can see job execution logs to find detailed information about the plug-in script progress or errors. See the help topic Viewing the Job Execution Logs for more information about job execution logs.

  1. In NetSuite, go to NetSuite EMP > Account Reconciliation > Manage Jobs and click Add Job.

  2. In the Job Type field, select Data Load Rule.

  3. Enter a name that must match exactly the integration record name defined in Creating a Data Integration Record.

  4. Enter job description.

  5. Click Next.

  6. Click the Job Parameters subtab, and do the following:

    1. Select one of the period types from the Period Type list.

    2. Select Replace from the Export Mode field.

  7. Under Options, select the previously created plug-in script.

  8. (Optional) Under Schedule, you can also schedule the job if needed. For details, see step 3 in Setting Up Data Load Rule Job Type Parameters.

  9. Click Save.

  10. Go back to NetSuite EPM > Account Reconciliation > Manage Jobs, locate the newly created job, and then click Execute.

  11. In the newly opened window, click Execute.

General Notices