Updating the Data Load Periods for Pipeline_Data_Load

In Data Integration, update the load periods (start and end) for the Pipeline_Data_Load pipeline. This pipeline jobs loads transaction data from NetSuite into Planing and Budgeting Financials as a part of a scheduled data load process.

Note:

You need to update the Load periods one time annually at the start of the financial year.

To update the load periods for Pipeline_Data_Load:

1. On your Planning and Budgeting Home page, click the Application card, then click Data Exchange.

2. On the Data Integration page, in the search bar, enter Pipeline_Data_Load.

3. Click Pipeline_Data_Load.

4. Click the Edit Pipeline icon .

5. Click the Variables tab.

6. For the Start Period variable, in Default Value, enter the previous month. The start period should match the period in the NSP_PER_ActCurrMo substitution variable.

7. Click Save.

Important:

After you update the parameters for the load periods, make sure you update the substitution variables.

For example, update NSP_PER_PriorYr to FY24 and NSP_PER_ActCurrYr to FY25.

For more information about substitution variable values, see Setting Up Values for Substitution and User Variables.

Related Topics

• Data Import Tasks
• Verifying the Default Point Of View Period in Data Management
• Verifying Details After Adding New Revenue Accounts in NetSuite

General Notices