Portlets for Close Management and Consolidation Sync

You can access the following Close Management and Consolidation Sync portlets in NetSuite:

• To check the current status of your Close Management and Consolidation Sync configuration, or to set it up quickly, you can use the Close Management and Consolidation Sync Checklist Portlet.

• For monthly maintenance of your NetSuite account, you can use the following Close Management and Consolidation Sync portlets:

  • Job Execution Portlet

  • Close Management and Consolidation Sync Execution Logs Portlets

  • Close Management and Consolidation Sync Substitution Variables Portlet

  Tip:

  Best practices for doing the monthly maintenance on your NetSuite account:

  1. Check the Close Management and Consolidation Sync Substitution Variables Portlet to make sure that all the substitution variables in your Financial Consolidation and Close are up to date.

  2. Run a job from the Job Execution Portlet.

  3. Watch the progress of the job execution in the corresponding Close Management and Consolidation Sync Execution Logs Portlets.

For information about how you can add or access the portlets, see Accessing NetSuite EPM Overview Portlets.

General Notices