Planning and Budgeting Sync Release Notes
This help topic summarizes the recent changes to the Planning and Budgeting Sync SuiteApp. Here you may also find instructions on how to troubleshoot your issues, or what actions to take to ensure the integration works for you.
Version 25.1
August 26, 2025
This release of the Planning and Budgeting Sync SuiteApp introduces the following new features and enhancements:
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You can write SuiteQL queries to load transaction data and metadata from NetSuite to your Planning and Budgeting.
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You can schedule and run pipeline jobs from NetSuite.
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For Planning and Budgeting Financials, the following has changed:
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The default batch jobs have been replaced by pipeline jobs that provide the same functionality. See Setting Up Default Configurations for Planning and Budgeting Financials.
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The integration artifacts have been updated to reflect this change.
Important:You need to download the updated ZIP file from NetSuite and re-upload it into your Planning and Budgeting Financials. See Downloading Planning and Budgeting Financials Integration Artifacts.
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You can use the Plug-in Code Generator to create custom plug-in scripts for importing budget data from Planning and Budgeting.
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You can choose filters that you want to hide in Data Exchange for saved searches and datasets. See the following help topics:
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For saved searches, see step 8 in Customization of Executed Saved Searches in Planning and Budgeting Sync.
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For datasets, see step 7 in Customization of Planning and Budgeting Sync Datasets.
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Based on the available features in the NetSuite account you log in to, the NSEPM Implementer and NSPB Integration roles are automatically pre-populated with the required permissions during the SuiteApp installation.
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The NetSuite Planning and Budgeting SuiteSuccess Standard and Premium saved searches can be used on NetSuite accounts without the OneWorld feature. For the list of the saved searches, see Saved Searches for Planning and Budgeting Sync.