Verifying the Business Rules Setup in Data Management
After you integrate Planning and Budgeting Financials with NetSuite, from Data Management, you should confirm that the business rules have been properly set up. This applies to only data load batches, and not rule loads.
To verify the business rules setup for the NetSuite target application:
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Log in to NetSuite Planning and Budgeting.
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Click the Navigator icon
, and under Integration, select Data Management. -
Click the Setup tab.
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Under Register, click Target Application.
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Under Target Application Summary, in the search field, enter NetSuite.
Note:The search field is case sensitive.
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Select NetSuite as the target application, and then click the Business Rules tab.
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Confirm that your business rules have the same setup as seen in the following table:
Business Rule
Scope
Data Load Rule
Sequence
NFS_CConv_CashFlow_Actual
Data Rule
Consol_FxRate_Budget
5
NFS_ADMIN - Clear Data
Data Rule
Days_in_Month
1
NFS_ADMIN - IncStmt - Setup Load
Data Rule
IncStmt_Trans_RC
1
NFS_BS_Act_Calc
Data Rule
BalSht_Trans
—
NFS_CConv_Plan_Budget
Data Rule
Consol_FxRate_Budget
4
NFS_IS_Budget_Calc
Data Rule
IncStmt_Trans_RC
2
NFS_CConv_Fx Rates Copy
Data Rule
Consol_FxRate_Budget
1
NFS_CConv_Plan_Actual
Data Rule
Consol_FxRate_Budget
2
NFS_BS_Budget_Calc
Data Rule
Consol_FxRate_Budget
3
NFS_CConv_CashFlow_Budget
Data Rule
Consol_FxRate_Budget
6