Importing Enterprise Journals into NetSuite

To import journal entries into NetSuite:

1. In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Integration Artifacts.

2. On the Plugin Scripts subtab, click Download to save the pi_journal_entry_v1.js script file to your disc.

   If needed, use any plain text editor, for example Notepad++, to open and customize the script file.

3. Go to Customization > Plug-ins > Plug-in Implementations.

4. Click New Plug–in Implementation.

5. Click the plus (+) sign to upload the script file, and then click Save.

   Important:

   Make sure you are uploading a file with the .js extension.

6. Click Create Plug–in Implementation.

7. From the list of plug-in types, click NSFC | PI Job Post Process.

8. In the Name field, enter a name for your custom plug-in script.

9. Set the Status field to Released.

10. (Optional) Set the Log Level field to Debug.

    Note:

    You should use Debug only during implementation. For production, you should use Error.

11. Click Save.

12. To customize the script file:

    1. Go back to Customization > Plug-ins > Plug-in Implementations.

    2. Locate the pi_journal_entry_v1.js script file in the displayed list.

       Tip:

       If NetSuite displays a long list of plug-in scripts, you can narrow the list by doing the following:

       1. Expand the Filters area if the filters are not displayed.

       2. From the Script File filter, select the script file name.

    3. In the Script column, click the link to the script file details.

    4. 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.

13. Add the plug-in script to an Import Enterprise Journal job in NetSuite:

    1. Go to NetSuite EPM > Close Management and Consolidation > Manage Jobs.

    2. On the Close Management and Consolidation: Manage Jobs page, do one of the following:

       • In the list of jobs, click Edit next to the Import Enterprise Journal job of your choice.

       • If you do not see the job 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 Options subtab.

    4. From the Post–Processing Plug-ins list, select the created custom plug-in script.

    5. Click Save.

14. Go back to NetSuite EPM > Close Management and Consolidation > Manage Jobs.

15. In the displayed list, locate the Import Enterprise Journal job with the attached plug-in script, and then click Execute.

    To see the newly imported journal entries, go to Transactions > Financial > Make Journal Entries > List.

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