Portlets for Close Management and Consolidation Sync
You can access the following Close Management and Consolidation Sync portlets in NetSuite:
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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.
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For monthly maintenance of your NetSuite account, you can use the following Close Management and Consolidation Sync portlets:
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Close Management and Consolidation Sync Job Execution Portlet
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Close Management and Consolidation Sync Execution Logs Portlets
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Close Management and Consolidation Sync Substitution Variables Portlet
Tip:Best practices for doing the monthly maintenance on your NetSuite account:
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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.
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Run a job from the Close Management and Consolidation Sync Job Execution Portlet.
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Watch the progress of the job execution in the corresponding Close Management and Consolidation Sync Execution Logs Portlets.
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For information about how you can add or access the portlets, see Accessing NetSuite EPM Overview Portlets.
Related Topics
- Close Management and Consolidation Sync Installation and Setup
- Required Features for Installing the Close Management and Consolidation Sync SuiteApp
- Installing the Close Management and Consolidation Sync SuiteApp
- Role Permissions for Close Management and Consolidation Sync Users
- Setting Up the Integration User for Close Management and Consolidation Sync
- Setting Up Token-based Authentication for Close Management and Consolidation Sync
- Setting Up the Connection to Financial Consolidation and Close
- Scheduling Script Deployments for Close Management and Consolidation Sync
- Close Management and Consolidation Sync Configuration Checklist
- Saved Searches for Close Management and Consolidation Sync
- Managing the Close Management and Consolidation Saved Searches
- Saved Search Settings in Close Management and Consolidation Sync
- Metadata Export to Financial Consolidation and Close
- Account Metadata Hierarchy in Close Management and Consolidation Sync
- Using SuiteAnalytics Datasets with Close Management and Consolidation Sync
- Managing Jobs in Close Management and Consolidation Sync
- Substitution Variables in Close Management and Consolidation Sync
- Integration Artifacts