Managing Jobs in Planning and Budgeting Sync

The integration lets you use NetSuite to schedule and run jobs configured in Data Exchange and your Planning and Budgeting.

On each job listed at NetSuite EPM > Planning and Budgeting > Manage Jobs, you can take one of the following actions.

Action Type	Description
Edit	You can click this link to schedule the job execution. For information, see Scheduling a Job in Planning and Budgeting Sync. Important: Some NetSuite accounts don't support scheduled jobs. This includes some, but not all, test drive accounts (that is, accounts where the account ID begins with TSTDRV). If that's your case, the scheduling of job execution won't work for you. For additional setup information, see Job Types in Planning and Budgeting Sync.
Execute	Clicking this link takes you to a page where you can manually run the job and watch the progress of the job execution. See Executing a Job in Planning and Budgeting Sync.
Logs	Click this link to access information about an executed job or to troubleshoot. See Viewing and Troubleshooting Job Execution Logs in Planning and Budgeting Sync.

Action Type

Description

Edit

You can click this link to schedule the job execution. For information, see Scheduling a Job in Planning and Budgeting Sync.

Important:

Some NetSuite accounts don't support scheduled jobs. This includes some, but not all, test drive accounts (that is, accounts where the account ID begins with TSTDRV). If that's your case, the scheduling of job execution won't work for you.

For additional setup information, see Job Types in Planning and Budgeting Sync.

Execute

Clicking this link takes you to a page where you can manually run the job and watch the progress of the job execution. See Executing a Job in Planning and Budgeting Sync.

Logs

Click this link to access information about an executed job or to troubleshoot. See Viewing and Troubleshooting Job Execution Logs in Planning and Budgeting Sync.

Click Refresh to reload the page and get the current status from Data Exchange or your Planning and Budgeting.

The Schedule column shows the frequency of job execution.

The Job Status column shows whether a job is Scheduled, Not Scheduled, or has Started.

The Execution Status column shows if a job was successfully executed or not. The possible execution statuses are:

Success - The job was successfully executed.
Error - The job failed. In a group of jobs, a job in the sequence failed or was manually reset.
In Progress - The job execution has not yet been completed.
Warning - The job has not processed all data successfully and requires your attention.
Plugin Error - The job uses a post-processing plug-in that is erroneous. The column displays Success if the job is executed successfully in your Planning and Budgeting and the plug-in is executed successfully in NetSuite.
Plugin Executing - The job uses a plug-in that is being processed.
Pending Plugin Execution - The job uses a plug-in that is waiting to be processed.

Important:

The execution status is only updated for jobs that you've executed from NetSuite. If you run a job outside of NetSuite, the status of the job doesn't show in the Execution Status column.

For further details about managing jobs in Planning and Budgeting Sync, see the following help topics:

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