Adding a Job in Planning and Budgeting Sync

To add a job in NetSuite:

1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Jobs.

2. Click the Add Job button.

3. From the Job Type list, select the type of job you want to add to NetSuite. The available options include the following:

   • Batch Job

   • Business Rule

   • Data Integration

   • Data Map

   • Fetch File via SFTP

   • Group

   • Import Data/Metadata

   • Pipeline

   • Ruleset

4. From the Job Name list, select the job you want to add to NetSuite.

   The list displays jobs that are configured for the job type in Data Exchange or your Planning and Budgeting.

5. In the Description field, enter a description to help you identify this job in NetSuite.

6. Click Next.

   Now, you can set up the job as necessary. The job details you need to specify vary depending on the selected job type. For instructions, see Job Types in Planning and Budgeting Sync.

7. Click Save.

   Tip:

   To run the job immediately, click Execute Job in the More list in the upper-right corner. The Execute Job page opens, where you can run the job.

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