1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Managing Jobs in Planning and Budgeting Sync
  6. Job Types in Planning and Budgeting Sync
  7. Pipeline in Planning and Budgeting Sync

Pipeline in Planning and Budgeting Sync

If you want to use NetSuite to schedule and run a pipeline job configured in Data Exchange, you need to add the job in NetSuite. Then, you can set up the job as needed.

To add and set up a pipeline job:

  1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Jobs.

  2. On the Manage Jobs page, do one of the following:

    • In the list of jobs, click Edit next to a pipeline job of your choice.

    • If you don't see the pipeline job in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Planning and Budgeting Sync.

  3. If you want to specify the accounting period during which the pipeline job should be executed, click the Job Parameters subtab, and do the following:

    1. From the Period Type list, select one of the following:

      • Relative to specify an accounting period that is relative to the current date.

        Important:

        Ensure that the periods configured in Data Exchange match those defined in NetSuite at Setup > Accounting > Manage Accounting Periods.

      • Absolute to set up a specific accounting period name.

    2. From the Start Period and End Period lists, select the accounting periods as follows:

      • If you've selected Absolute as the Period Type, select from the list of available accounting periods. For more information about managing accounting periods, see Manage Accounting Periods Page.

      • If you've selected Relative as the Period Type, select one of the following accounting periods:

        • This Fiscal Year

        • This Fiscal Quarter

        • This Month

        • Last Fiscal Year

        • Last Fiscal Quarter

        • Last Month

        Note:

        When a fiscal year or quarter is selected for Start Period, the first month of the selected period is used. When a fiscal year or quarter is selected for End Period, the last month of the selected period is used.

    3. From the Import Mode list, select one of the following:

      • Replace

      • Append

      • No Import

      • Map and Validate

    4. From the Export Mode list, select one of the following:

      • Merge

      • Accumulate

      • Replace

      • No Export

    5. In the Attach Logs field, select Yes if you want the execution logs to be zipped and included as an attachment in an email notification. The default value is No.

    6. In the Send Mail field, specify when an email notification with job execution details should be sent to the email recipient. The available options are:

      • No

      • Always

      • On Failure

      • On Success

    7. In the Send To field, enter the recipient's email address.

    Important:

    Make sure that all fields required by Data Exchange are filled out in NetSuite. Leaving any required field blank may result in job failure.

  4. To schedule the pipeline job, click the Schedule subtab, and follow step 3 in Scheduling a Job in Planning and Budgeting Sync.

  5. For optional setup of the pipeline job, click the Options subtab. Then, from the Post–Processing Plug-ins list, select a plug-in of your choice. The field is set to None by default.

    For information about how you can use post-processing plug-ins for the integration purposes, see Post-Processing Plug-ins in Planning and Budgeting Sync.

  6. Click Save.

For general information about using pipeline jobs in Data Exchange, see the Oracle Help Center topics Using the Pipeline and Running the Pipeline.

Related Topics

General Notices