Close Management and Consolidation Sync Configuration Checklist

To make sure you've configured Close Management and Consolidation Sync properly, you can use a checklist of tasks to quickly set up any missing features. To access the checklist, go to NetSuite EPM > Close Management and Consolidation > Configuration Checklist. You need to complete each task on the checklist. You can also use this checklist to validate your current Close Management and Consolidation Sync setup.

The following table provides details about the checklist:

NetSuite Column Label	Description
Feature	The setup of the Close Management and Consolidation Sync features includes the following configuration tasks: To set up the connection from NetSuite to Financial Consolidation and Close, see the following help topics: Setting Up the Connection to Financial Consolidation and Close Using OAuth 2.0 to Connect to Financial Consolidation and Close To set up and schedule the required script deployments, see Scheduling Script Deployments for Close Management and Consolidation Sync. To set up the parent hierarchy of account metadata, see Account Metadata Hierarchy in Close Management and Consolidation Sync. To review the mapping of NetSuite account types to Financial Consolidation and Close account types, see Account Type Mapping in Close Management and Consolidation Sync.
Status	The configuration status for each feature can be one of the following: If configured correctly, the feature is denoted with a green check mark icon and the status is Success. If not configured, or configured incorrectly, the feature is denoted with a red cross icon and the status is Failed. Features where you should check the configuration are denoted with a dash .
Link	Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.
Instruction	This column shows relevant information about what you need to do to configure a particular Close Management and Consolidation Sync feature properly.

NetSuite Column Label

Description

Feature

The setup of the Close Management and Consolidation Sync features includes the following configuration tasks:

To set up the connection from NetSuite to Financial Consolidation and Close, see the following help topics:
- Setting Up the Connection to Financial Consolidation and Close
- Using OAuth 2.0 to Connect to Financial Consolidation and Close
To set up and schedule the required script deployments, see Scheduling Script Deployments for Close Management and Consolidation Sync.
To set up the parent hierarchy of account metadata, see Account Metadata Hierarchy in Close Management and Consolidation Sync.
To review the mapping of NetSuite account types to Financial Consolidation and Close account types, see Account Type Mapping in Close Management and Consolidation Sync.

Status

The configuration status for each feature can be one of the following:

If configured correctly, the feature is denoted with a green check mark icon and the status is Success.
If not configured, or configured incorrectly, the feature is denoted with a red cross icon and the status is Failed.
Features where you should check the configuration are denoted with a dash .

Link

Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.

Instruction

This column shows relevant information about what you need to do to configure a particular Close Management and Consolidation Sync feature properly.

For your convenience, you can access the checklist also through the Close Management and Consolidation Sync Checklist Portlet.

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