Loading Account Reconciliation Data into NetSuite
If you have made Transaction Matching adjustments in your Account Reconciliation application, you can load them into NetSuite. To do that, you can use a post-processing plug-in script in NetSuite. The Account Reconciliation Sync SuiteApp provides a sample plug-in script that you can customize and attach to a data load rule job in NetSuite.
To use a plug-in script to load data into NetSuite:
-
In your Account Reconciliation application, create a data load rule job. Then, check that the job runs successfully in your Account Reconciliation application.
-
In NetSuite, go to NetSuite EPM > Account Reconciliation > Integration Artifacts.
-
Click Download to save the required plug-in script to your disc.
-
Go to Customization > Plug-ins > Plug-in Implementations.
-
Click New Plug–in Implementation.
-
Click the plus (+) sign to upload the plug-in script, and then click Save.
-
Click Create Plug–in Implementation.
-
From the list of plug-in types, click NSAR | PI Job Post Process.
-
In the Name field, enter a name for your custom plug-in script.
-
Set the Status field to Released.
-
(Optional) Set the Log Level field to Debug.
-
Click Save.
-
To customize the script file, go back to Customization > Plug-ins > Plug-in Implementations, and then do the following:
-
In the displayed list, find the plug-in script that you want to customize.
Tip:If NetSuite displays a long list of plug-in scripts, you can narrow the list by doing the following:
-
Expand the Filters area if the filters are not displayed.
-
From the Script File filter, select the script file name.
-
-
In the Script column, click the link to the script file details, and then do one of the following:
-
To save the script file to disk, click Download. Then, use any plain text editor, for example Notepad++, to open and customize the script file.
-
To update the script file directly in NetSuite, in the Media item section, click Edit next to the script file name. When finished, click Save to submit your changes.
-
-
-
Add the plug-in script to a data load rule job in NetSuite:
-
Go to NetSuite EPM > Account Reconciliation > Manage Jobs.
-
On the Account Reconciliation: Manage Jobs page, do one of the following:
-
In the list of jobs, click Edit next to a job of your choice.
-
If you do not see the job in the list, and you have the Administrator role, click the Add Job button. Then, follow steps 3 through 6 in Adding a Job in NetSuite.
-
-
Click the Options subtab.
-
From the Post–Processing Plug-in list, select the plug-in you want to use to process data.
-
Click Save.
-
With every new version of the Account Reconciliation Sync SuiteApp, you may need to download, customize, and re-attach the sample plug-in script.
Related Topics
- Account Reconciliation Sync SuiteApp Installation and Setup
- Required Features for Installing the Account Reconciliation Sync SuiteApp
- Installing the Account Reconciliation Sync SuiteApp
- Role Permissions for Account Reconciliation Sync
- Setting Up the Connection to Account Reconciliation
- Scheduling Script Deployments for Account Reconciliation Sync
- Account Reconciliation Data Export and Import
- Setting Up Token-Based Authentication
- Managing the Account Reconciliation Jobs
- Saved Searches for Account Reconciliation Sync
- Accounts for Group Reconciliation
- Transaction Matching Accounts