Executing the Batch_Setup Job

To load data to Planning and Budgeting Financials, you need to manually execute the Batch_Setup job. The job runs a group of the following batch jobs:

Batch_BegBals_Load

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

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

This batch job loads metadata to 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 need to add it to your NetSuite account as a default feature. For instructions, see Setting Up Default Configurations.
For the batch jobs that are included in the Batch_Setup job, you need to define the target end periods in Data Management. For instructions, see Working with Batch Definitions.

To execute the Batch_Setup job:

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

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

The information banner indicates the start of the job execution.
To watch the status of the job execution, click the Execution Logs subtab.

The execution status of each job that is included in this batch job is displayed on a separate line.

Note:

You need to execute the Batch_Setup job to initially load data to Planning and Budgeting Financials. To regularly update your transaction data and metadata, you can schedule execution of the Batch_Data_Load and Batch_MetaData_Load jobs. For instructions, see Scheduling a Job in NetSuite.

For general information and additional setup, see Batch Job and Manage Jobs.

To execute the Batch_Setup job:

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