Portlets for Planning and Budgeting Financials in NetSuite

For Planning and Budgeting Financials, you can take advantage of the following NSPB Sync portlets in NetSuite:

• To check the current status of your NSPB Sync configuration, or to set it up quickly, you can use the NSPB Sync Checklist Portlet.

• For monthly maintenance of your NetSuite account, you can use the following NSPB Sync portlets:

  • Job Execution Portlet

  • Execution Logs Portlets

  • Planning & Budgeting Substitution Variables Portlet

  • Planning & Budgeting Account Balance Portlet

  Tip:

  Best practices for doing the monthly maintenance on your NetSuite account:

  1. Check the Planning & Budgeting Substitution Variables Portlet to make sure that all the substitution variables in your Planning and Budgeting are up to date.

  2. Execute a job from the Job Execution Portlet.

  3. Watch the progress of the job execution in the corresponding Execution Logs portlet. See Execution Logs Portlets.

  4. Click the Refresh icon on the Planning & Budgeting Account Balance Portlet to upload the account balance from your Planning and Budgeting.

To access these portlets, you need to add them manually to the Planning & Budgeting page in NetSuite. For instructions, see Accessing Planning & Budgeting Overview Portlets.

The following screenshot shows an example of a customized Planning & Budgeting page:

Related Topics

• Creating the NetSuite Planning and Budgeting Application
• Enabling Planning and Budgeting Financials
• Setting Up Values for Substitution and User Variables
• Executing the Batch_Setup Job

General Notices