Setting Up Default Configurations

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

Substitution Variables

For general information and additional setup, see Substitution Variables.
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

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

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.
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:
  You can check the Overwrite Existing Values box only after you have checked the Configure box.
Click Submit.