Setting Up Data Integration Job Type Parameters

Set up parameters for the Data Integration job type.

To set up parameters for the Data Integration job type:

1. Go to NetSuite EPM > Account Reconciliation > Manage Jobs.

2. On the Account Reconciliation: Manage Jobs page, do one of the following:

   • In the list of jobs, click Edit next to a job of your choice.

   • If you don't see the job in the list and have the Administrator or NSEPM Implementer role, click the Add Job button. Then, follow steps 3 through 6 in Adding a Job in NetSuite.

3. Click the Job Parameters subtab, and do the following:

   1. From the Period Type list, select one of the period types:

      • Absolute to select a specific accounting period.

      • Relative to specify an accounting period that is relative to the current date.

   2. From the Start Period list, do one of the following to select the accounting period:

      • If you've selected Absolute as the Period Type, select from the list of available accounting periods. For more information about managing accounting periods, see Manage Accounting Periods Page.

      • If you've selected Relative as the Period Type, select one of the following accounting periods:

        • This Fiscal Year

        • This Fiscal Quarter

        • This Period

        • Last Fiscal Year

        • Last Fiscal Quarter

        • Last Period

        • Period Before Last

   3. From the End Period list, do one of the following to select the accounting period:

      • If you've selected Absolute as the Period Type, select from the list of available accounting periods.

      • If you've selected Relative as the Period Type, select one of the following accounting periods:

        • This Fiscal Year

        • This Fiscal Quarter

        • This Period

        • Last Fiscal Year

        • Last Fiscal Quarter

        • Last Period

        • Period Before Last

   4. From the Import Mode list, select one of the following:

      • Replace

      • Append

      • Merge

      • No Import

      • Map and Validate

   5. From the Export Mode list, select one of the following:

      • Replace

      • No Export

4. (Optional) On the Options subtab, do the following:

   • If you want to use a plug-in to process data, select it from the Post-Processing Plug-in list.

   • If you want to delete the file once the job is complete, check the Delete File Once the Job is Complete box. This helps prevent the job from importing the same file again on a scheduled run. This option is available for CSV and BAI files.

   • If you want to load a large number of files from SFTP, select the job from the Fetch File Job list. The selected job fetches the input file before this Data Integration job runs.

5. Click Save.

Related Topics

• Adding a Job in NetSuite
• Setting Up Group Job Type Parameters
• Setting Up Auto Match Job Type Parameters
• Setting Up Fetch File via SFTP Job Type Parameters
• Setting Up Import Balances Job Type Parameters
• Setting Up Import Currency Rates Job Type Parameters

General Notices