Rule Set in Planning and Budgeting Sync
If you want to use NetSuite to schedule and run a rule set configured in your Planning and Budgeting, you need to add the rule set in NetSuite. Then, you can set up the rule set as needed.
To add and set up a rule set:
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In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Jobs.
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On the Manage Jobs page, do one of the following:
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In the list of jobs, click Edit next to a rule set of your choice.
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If you do not see the rule set in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Planning and Budgeting Sync.
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Click the Job Parameters subtab.
Enter the Key and Value of a rule set defined in your Planning and Budgeting. The field values must match exactly, including upper and lower case. Repeat if needed to create a list of parameters.
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If you want to schedule the rule set, click the Schedule subtab, and follow step 3 in Scheduling a Job in Planning and Budgeting Sync.
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Click Save.
For general information about rule sets in your Planning and Budgeting, see Designing Business Rule Sets in the Oracle Help Center.
Related Topics
- Job Types in Planning and Budgeting Sync
- Batch Job in Planning and Budgeting Sync
- Business Rule in Planning and Budgeting Sync
- Data Load Rule in Planning and Budgeting Sync
- Data Map in Planning and Budgeting Sync
- Group in Planning and Budgeting Sync
- Import Data/Metadata in Planning and Budgeting Sync