Executing the Batch_Setup Job

To load data to Planning and Budgeting Financials, you need to manually run the Batch_Setup job. The job runs these batch jobs:

Batch_BegBals_Load

This batch job loads beginning balance data into your Planning and Budgeting Financials.
Batch_Data_Load

This batch job loads transaction data into your Planning and Budgeting Financials.
Batch_MetaData_Load

This batch job loads metadata into your Planning and Budgeting Financials.

Important:

Before you start loading data, read the following guidelines:

If you want to run the Batch_Setup job from NetSuite, you'll need to add it to your NetSuite account as a default feature. For instructions, see Setting Up Default Configurations for Planning and Budgeting Financials.
For the batch jobs in Batch_Setup, you'll need to define the target end periods in Data Exchange. For instructions, see the Oracle Help Center topic Using Open Batch Job Types.

To run the Batch_Setup job:

In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Jobs.
In the list of jobs, find the Batch_Setup job, and then click Execute next to it.

This takes you to a page with the job details.
To start loading data into Planning and Budgeting Financials, click Execute.

The information banner shows when the job starts running.
To check the job status, click the Execution Logs subtab.

You'll see the status of each job in the batch listed on separate lines.

Note:

You need to run the Batch_Setup job to initially load data to Planning and Budgeting Financials. To keep your transaction data and metadata up to date, you can schedule the Batch_Data_Load and Batch_MetaData_Load jobs to run. For instructions, see Scheduling a Job in Planning and Budgeting Sync.

For general information and additional setup, see Batch Job in Planning and Budgeting Sync and Managing Jobs in Planning and Budgeting Sync.

To run the Batch_Setup job:

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