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 don't support scheduled jobs. This includes some, but not all, test drive accounts (that is, accounts where the account ID begins with TSTDRV). If that's your case, the scheduling of job execution won't 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. See Executing a Job 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:

Important:

The execution status is only updated for jobs that you've executed from NetSuite. If you run a job outside of NetSuite, the status of the job doesn't show in the Execution Status column.

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

Related Topics

General Notices