Adding a Job in NetSuite

To use NetSuite to schedule and execute jobs configured in Account Reconciliation application, use the Administrator or NSEPM Implementer role to add the jobs in NetSuite.

To add a job in NetSuite:

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

  2. Click Add Job. This opens the Account Reconciliation Job page.

  3. From the Job Type list, select the type of job you want to add to NetSuite. You have the following options:

    • Account Reconciliation Report

    • Auto Match

    • Data Load Rule

    • Fetch File

    • Group

    • Import Balances

    • Import Currency Rates

  4. In the Job Name field, enter or select the job name you want to add in NetSuite.

    Note:

    If you want to create an Account Reconciliation Report job, enter the name of a report that is defined in your Account Reconciliation application. The name must match exactly, including upper-case and lower-case letters."

  5. In the Description field, enter a description to help you identify this job in NetSuite.

  6. Click Next.

  7. The job parameters you need to specify on the Job Parameters subtab vary depending on the selected job type. See the following help topics for the job parameters setup:

  8. If you want to schedule the job, click the Schedule subtab, and follow the help topic Scheduling a Job in NetSuite.

  9. Click Save.

Related Topics

General Notices