Verifying the Default Point Of View Period in Data Management

After integration, verify that the Default Point POV Period fields for the system and application settings have valid accounting period values. The system and application settings should already be set up in Data Management.

For more information about configuring system or application settings, see Predefining a List of Profiles.

To verify the default POV Period for the system and application settings:

  1. Click the Navigator icon Screenshot of the Navigator icon in NSPB, and under Integration, select Data Management.

  2. Click the Setup tab.

  3. Under Configure, click System Settings.

  4. In the Profile Type dropdown list, select POV.

  5. Confirm that there is a valid accounting period value for Default POV Period.

    A portion of the System Settings page in Data Management with the Default POV Period setting outlined in red.
  6. Under Configure, click Application Settings.

  7. In the Target Application dropdown list, select NetSuite.

  8. Confirm that there is a value for Default POV Period. The value should be the current reporting month.

    A portion of the Application Settings page in Data Management with the Default POV Period setting outlined in red.

Related Topics

Data Import Tasks
Verifying the Business Rules Setup in Data Management
Updating the Actual Data Load Periods
Executing the Batch_MetaData_Load Job After Adding New Revenue Accounts in NetSuite

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