Managing the Close Management and Consolidation Sync Datasets
The Close Management and Consolidation Sync SuiteApp includes a default set of predefined datasets that you can use to load metadata from NetSuite to your Close Management and Consolidation. You can customize the created Close Management and Consolidation Sync datasets, or clone and customize other datasets that you want to use with Close Management and Consolidation Sync.
For information, see the following help topics:
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For the list of the datasets that are included in the Close Management and Consolidation Sync, see Supported Close Management and Consolidation Sync Datasets.
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To create and customize the Close Management and Consolidation Sync datasets, see the following help topics:
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To view all the datasets you have in NetSuite for your Close Management and Consolidation, change search settings, and review search results, see Dataset Settings in Close Management and Consolidation Sync.
Read the following details about the assigned role permissions:
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If you have the Administrator role, you can create, review, or customize the predefined Close Management and Consolidation Sync datasets in NetSuite.
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If you create datasets using the NSEPM Implementer role, the Close Management and Consolidation Sync SuiteApp cannot be uninstalled from the NetSuite account until these datasets are removed.