Import Status Verification for Brazil Banking Integration

To ensure the successful implementation of the Brazil Banking Integration SuiteApp, it’s crucial to verify the import status of predefined records, which is automatically initiated during the SuiteApp installation.

After installing the Brazil Banking Integration SuiteApp, two script deployment records are activated for importing predefined records. This process ensures that essential record types related to banking operations are established in the system.

Key Scripts Involved

• The BIS SDF Installer script (Script ID customscript_bis_sdf_installer) directly creates the following record types:

  • Financial institution
  • Format profile
  • Payment method

• The BIS SC SDF Installer script (Script ID customscript_bis_sc_sdf_installer) triggers the CSV import to create predefined records for:

  • Bank
  • Bank connection
  • Bank connection setting
  • Banking API
  • Banking API operation
  • Banking API transaction mapping
  • Banking API URL
  • Bank identification information
  • Category of custom field for banking
  • Connected banking API
  • Custom field for banking
  • Type of bank account
  • Type of bank account key
  • Type of banking API operation

Steps to Verify Import Status

To confirm that the predefined records have been imported successfully, follow these steps:

1. Navigate to Setup > Import/Export > View CSV Import Status.
2. In the Job Status list, check the status of the following jobs:
   • CUSTIMPORT_BIS_BANK
   • CUSTIMPORT_BIS_BANK_CONNECTION
   • CUSTIMPORT_BIS_BANK_CONNECTION_SETTINGS
   • CUSTIMPORT_BIS_CUSTOM_FIELD_CATEGORY
   • CUSTIMPORT_BIS_BANKING_API
   • CUSTIMPORT_BIS_BANKING_API_OPERATION
   • CUSTIMPORT_BIS_BANKING_API_TRAN_MAPPING
   • CUSTIMPORT_BIS_BANKING_API_URL
   • CUSTIMPORT_BIS_BANKS_IDENT_INFO
   • CUSTIMPORT_BIS_BANKS_IDENT_INFO_ADD
   • CUSTIMPORT_BIS_CONNECTED_BANKING_API
   • CUSTIMPORT_BIS_CUSTOM_FIELD_FOR_BANKING
   • CUSTIMPORT_BIS_TYPE_OF_BANK_ACCOUNT
   • CUSTIMPORT_BIS_TYPE_OF_BANK_ACCOUNT_KEY
   • CUSTIMPORT_BIS_TYPE_OF_BANKING_API_OPER
3. Ensure that:
   • The Status column shows Complete.
   • The Percent Complete column indicates 100%.
   • The Message column confirms that all records were imported successfully.

Troubleshooting

If you find that some predefined records are missing, check the execution log of their corresponding script. This log can provide insights into any errors that may have occurred during the import process. For detailed instructions on utilizing the script execution log, refer to the relevant documentation on Script Execution Logs.

With these steps, you can confidently ensure that the Brazil Banking Integration is set up correctly and ready for use.

Source: This article is based on Oracle's official NetSuite documentation.