Setting Up Default Configurations

Planning and Budgeting Financials Sync lets you configure the following features in your NetSuite account:

• Substitution Variables

  This configuration populates default sets of categories and descriptions for the Planning and Budgeting Financials substitution variables in your NetSuite account. It also enables automatic update of values for these substitution variables, as described in the help topic Enabling Automatic Update of Substitution Variables Values.

  Note:

  Read the following details about the Planning and Budgeting Financials substitution variables:

  • The Substitution Variables default configuration does not set up values for the Planning and Budgeting Financials substitution variables. For information about setting up values for the Planning and Budgeting Financials substitution variables, see Setting Up Values for Substitution and User Variables.

  • The Planning and Budgeting Financials substitution variables values are stored in your Planning and Budgeting. NetSuite does not store these values.

  For more information about the Planning and Budgeting Financials substitution variables in NetSuite, see Substitution Variables.

• Account Balance Portlet

  This configuration creates a default setup for the Planning & Budgeting Account Balance portlet.

  For general information and additional setup, see Planning & Budgeting Account Balance Portlet.

• Default Jobs

  This configuration adds the following batch jobs to your NetSuite account:

  • Batch_MetaData_Load

    This batch job loads metadata to your Planning and Budgeting Financials.

  • Batch_Data_Load

    This batch job loads data to your Planning and Budgeting Financials.

  • Batch_BegBals_Load

    This batch job loads beginning balance data to your Planning and Budgeting Financials.

  • Batch_Setup

    This batch job loads metadata, beginning balance data, and transaction data to your Planning and Budgeting Financials.

  For general information and additional setup, see Batch Job and Manage Jobs.

• Account Type Mappings

  This configuration creates default mappings of account types in NetSuite to account types in your Planning and Budgeting.

  Important:

  Before you set up and submit this configuration as described in the following procedure, make sure the NetSuite user's preferred language is set to English. For instructions on setting up the NetSuite user's preferred language, see Choosing a Language for Your NetSuite User Interface.

  For general information and additional setup, see Account Type Mapping.

To set up a default configuration for Planning and Budgeting Financials:

1. In NetSuite, go to Setup > Planning and Budgeting Financials > Set Default Configurations.

   The page displays features you can configure for Planning and Budgeting Financials in your NetSuite account.

2. For the feature of your choice, do any of the following:

   • To create a default configuration for the feature, check the Configure box.

   • To restore the feature configuration to default values, check the Overwrite Existing Values box.

     Note:

     Read the following details about the default configurations setup:

     • Upon the initial default configurations setup, make sure you check the Configure boxes for all the listed default configurations.

     • You can check the Overwrite Existing Values box only after you have checked the Configure box.

3. Click Submit.

Related Topics

• Installing the Planning and Budgeting Sync Foundation SuiteApp
• Installing the Planning and Budgeting Financials Sync SuiteApp
• Saved Searches for Planning and Budgeting Financials Sync
• Managing the Planning and Budgeting Financials Sync Saved Searches
• Downloading Planning and Budgeting Financials Integration Artifacts

General Notices