Updating the Actual Data Load Periods
In Data Management, update the Actual load periods (start and end periods) for the Batch_Data_Ongoing parameter. Actuals are loaded from Planning and Budgeting to NetSuite as a part of the scheduled data load process.
You must update the Load periods one time annually at the beginning of the financial year.
To update the start and end period for the Batch_Data_Load parameter:
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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 Batch, click Batch Definition.
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Select the Batch_Data_Load batch definition, and then click the Parameters tab.
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Enter values for the following fields:
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Start Period – Enter the previous month. The start period is the same as the period in the NSP_PER_ActCurrMo substitution variable.
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End Period – Enter the current month. The end period is the same period as the NSP_PER_BudCurrMo substitution variable.
Tip:The data load process is set up to load the current and prior year. You should set the Start Period to TP1 of the previous year and End Period to TP12 of the current year.
For example, if you are closing January of 2023, set the Start Period to Jan-22 and the End Period to Dec-23.
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Click Save in the upper-right of the Data Management window.
After you update the parameters for the Actual load periods, ensure that you update the substitution variables.
For example, update NSP_PER_PriorYr to FY22 and NSP_PER_ActCurrYr to FY23.
For more information about substitution variable values, see Setting Up Values for Substitution and User Variables.