Ruleset in Close Management and Consolidation Sync

To add and set up a ruleset:

1. In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Manage Jobs.

2. On the Manage Jobs page, do one of the following:

   • In the list of jobs, click Edit next to the ruleset of your choice.

   • If you do not see the ruleset in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in Close Management and Consolidation Sync.

3. Click the Job Parameters subtab.

   Enter the Key and Value of a ruleset 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.

4. If you want to schedule the ruleset, click the Schedule subtab, and follow step 3 in Scheduling a Job in Close Management and Consolidation Sync.

5. Click Save.

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