Executing the Batch_MetaData_Load Job After Adding New Revenue Accounts in NetSuite
If you add a new revenue account in NetSuite between updates, then execute the Batch_MetaData_Load job to reload the metadata to Planning and Budgeting.
To execute the Batch_MetaData_Load job:
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From the Home page of Planning and Budgeting, go to Application > Overview.
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Click the Dimensions tab.
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Click Account.
The Edit Member Properties window displays by Account.
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To find the revenue account that you created, click the plus icon
next to NFS_Functional Rollups, and then NFS_Total_Revenue to expand the rows. -
Confirm that the value in the Default Data Storage column for the new revenue account is Shared.
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To close the window, click Cancel.
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From a new browser tab, log in to NetSuite.
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Go to Planning & Budgeting > Tools > Jobs > Manage Jobs.
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In the list of jobs, find the Batch_MetaData_Load job, and then click Execute next to the job.
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Return to the browser tab with Planning and Budgeting.
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Click the Navigator icon
, and then select Data Management. -
Click the Workflow tab.
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Under Monitor, click Process Details.
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Verify that the data imports were successful.