Managing Jobs in Close Management and Consolidation Sync

The integration lets you use NetSuite to schedule and run jobs configured in Data Exchange and your Financial Consolidation and Close.

On each job listed at NetSuite EPM > Close Management and Consolidation > Manage Jobs, you can take one of the following actions:

Action Type	Description
Edit	You can click this link to schedule the job execution. For information, see Scheduling a Job in Close Management and Consolidation Sync. Important: Some NetSuite accounts do not support scheduled jobs. This includes some, but not all, test drive accounts (that is, accounts where the account ID begins with TSTDRV). If that is your case, the scheduling of job execution will not work for you. For additional setup information, see Job Types in Close Management and Consolidation Sync.
Execute	Clicking this link takes you to a page where you can manually run the job and watch the progress of the job execution. To start executing the job, click the Execute button. The information banner indicates the start of the job execution, and the Execution Logs subtab shows the status of the job execution. When the job is running, the Reset Job Status button becomes available on the page. Click the button if you need to terminate the job execution. This does not cancel the job execution in Data Exchange or your Financial Consolidation and Close. This resets the job status in NetSuite, and lets you reschedule and run the job again from NetSuite. For additional setup information, see Job Types in Close Management and Consolidation Sync.
Logs	Click this link to access information about an executed job or to troubleshoot. See Viewing and Troubleshooting Job Execution Logs.

Action Type

Description

Edit

You can click this link to schedule the job execution. For information, see Scheduling a Job in Close Management and Consolidation Sync.

Important:

Some NetSuite accounts do not support scheduled jobs. This includes some, but not all, test drive accounts (that is, accounts where the account ID begins with TSTDRV). If that is your case, the scheduling of job execution will not work for you.

For additional setup information, see Job Types in Close Management and Consolidation Sync.

Execute

Clicking this link takes you to a page where you can manually run the job and watch the progress of the job execution.

To start executing the job, click the Execute button. The information banner indicates the start of the job execution, and the Execution Logs subtab shows the status of the job execution.

When the job is running, the Reset Job Status button becomes available on the page. Click the button if you need to terminate the job execution. This does not cancel the job execution in Data Exchange or your Financial Consolidation and Close. This resets the job status in NetSuite, and lets you reschedule and run the job again from NetSuite.

For additional setup information, see Job Types in Close Management and Consolidation Sync.

Logs

Click this link to access information about an executed job or to troubleshoot. See Viewing and Troubleshooting Job Execution Logs.

Click Refresh to reload the page and get the current status from Data Exchange or your Financial Consolidation and Close.

For each job in the list, the Schedule column shows the frequency of job execution. The Job Status column shows whether the job is Scheduled, Not Scheduled, or has Started.

For each job in the list, the Execution Status column shows if the job was successfully executed or not. The possible execution statuses are:

Success -The job was successfully executed.
Error -The job failed. In a group of jobs, a job in the sequence failed or was manually reset.
In Progress -The job execution has not yet been completed.
Warning -The job has not processed all data successfully and requires your attention.
Plugin Error -The job uses a plug-in script that is erroneous. The column displays Success if the job is executed successfully in your Financial Consolidation and Close and the plug-in is executed successfully in NetSuite.
Plugin Executing-The job uses a plug-in that is being processed.
Pending Plugin Execution-The job uses a plug-in that is waiting to be processed.

Important:

The execution status is only updated for jobs that you have executed from NetSuite. If you run a job outside of NetSuite, the status of the job does not show in the Execution Status column.

For further details about managing jobs in Close Management and Consolidation Sync, see the following help topics:

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