NetSuite Synchronization Overview
In the context of synchronization, Planning and Budgeting metadata means dimension members. Dimensions define the criteria by which to analyze data values and are preconfigured. Dimension members are the components by which to measure the dimension data. Metadata synchronization ensures that new or changed dimension members in NetSuite also shows up in Planning and Budgeting.
In the context of synchronization, data means the Actual NetSuite periodical balances or movements. Data synchronization ensures that general ledger activities in NetSuite are reflected in Planning and Budgeting. NetSuite data and metadata go into Planning and Budgeting through saved searches during a data refresh. Only the data included in those saved searches synchronizes with Planning and Budgeting.
You synchronize both data and metadata by running data load jobs. While you run these jobs the same way, how they are configured within Data Management is different. Data synchronization is configured using data load rules, while metadata synchronization is configured using batches.
When you run a job, the data synchronization happens in three steps: import, validate, and export. Data or metadata goes to the Data Load Workbench in Data Management, gets validated, and then is exported to Planning and Budgeting.
Besides data load rules and batches, you can create data load jobs to:
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Run business rules.
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Import data or metadata directly from CSV files.
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Run multiple data load jobs sequentially.
Data load jobs should already be configured on your system. You should change data load jobs only after careful consideration and consultation. Changing data load jobs, data load rules, or batches could make synchronization fail, so get advice before making changes to them.