Data Import Tasks

This section outlines the tasks that Planning and Budgeting Administrators must complete to successfully import metadata and data from NetSuite to Planning and Budgeting. Complete the following data import tasks:

  1. Verifying the Default Point Of View Period in Data Management

  2. Verifying the Business Rules Setup in Data Management

  3. Updating the Actual Data Load Periods

  4. Executing the Batch_MetaData_Load Job After Adding New Revenue Accounts in NetSuite

Related Topics

Setup Tasks for Administrators Guidelines
Initial Setup Task
Data Verification Tasks

General Notices