Business Rule in Close Management and Consolidation Sync

If you want to use NetSuite to schedule and run a business rule configured in your Financial Consolidation and Close, you need to add the business rule in NetSuite. Then, you can set up the business rule as needed.

To add and set up a business rule:

In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Manage Jobs.
On the Manage Jobs page, do one of the following:
- In the list of jobs, click Edit next to a business rule of your choice.
- If you do not see the business rule in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Close Management and Consolidation Sync.
Click the Job Parameters subtab.

Enter the Key and Value of a business rule defined in your Financial Consolidation and Close. The field values must match exactly, including upper and lower case. Repeat if needed to create a list of parameters.
If you want to schedule the business rule, click the Schedule subtab, and follow step 3 in Scheduling a Job in Close Management and Consolidation Sync.
Click Save.

To add and set up a business rule:

Related Topics