Planning and Budgeting Sync Version 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 2024.1
July 23, 2024
The initial version of the Planning and Budgeting Sync SuiteApp has been released. For information about installing and configuring the SuiteApp, and about the functionality of the SuiteApp, see Planning and Budgeting Sync Installation and Setup.
Before you start installing and configuring the Planning and Budgeting Sync SuiteApp, read the following information:
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The Planning and Budgeting Sync SuiteApp requires installation of the NetSuite EPM Connector SuiteApp in your NetSuite account. For instructions on the installation and setup of NetSuite EPM Connector, see NetSuite EPM Connector Installation and Setup.
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After installing the NetSuite EPM Connector SuiteApp, the NetSuite EPM tab appears in your NetSuite account. If you then install the new Planning and Budgeting Sync SuiteApp, the NetSuite EPM tab will contain the Planning and Budgeting navigation menus for the Planning and Budgeting Sync SuiteApp.
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If you want to use existing search records with the new Planning and Budgeting Sync SuiteApp, you may need to update IDs of the records in your NetSuite account to include the supported _nspb_ prefix. For instructions, see Updating Existing Records to Include the Supported _nspb_ Prefix.
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The Planning and Budgeting Sync SuiteApp now includes the features of the Planning and Budgeting Financials Sync SuiteApp.