Substitution Variables in Profitability and Cost Management Sync

You can use NetSuite to review and edit values of substitution variables configured in your Profitability and Cost Management. You can also identify substitution variables whose values you want to update automatically.

To review or edit a substitution variable in NetSuite:

1. Go to NetSuite EPM > Profitability and Cost Management > Substitution Variables.

   The page displays substitution variables categorized under the following subtabs:

   • Monthly Maintenance for substitution variables that you need to update monthly.

   • Yearly for substitution variables that you need to update yearly.

   • Setup for substitution variables that you need to configure.

   • Other for substitution variables that you didn't assign to any of the preceding categories.

     Important:

     To display a substitution variable under the Other subtab, you first need to create it in your Profitability and Cost Management. The substitution variable is listed under the Other subtab until you assign it to a category. See Categorizing Substitution Variables in Profitability and Cost Management Sync.

     Tip:

     To translate the names of the categories, or create your custom categories to better suit your needs, see Creating and Customizing Categories for Substitution Variables in Profitability and Cost Management Sync.

2. Click the subtab that contains the substitution variable that you want to update, and then update the Value field for the substitution variable.

3. Click Save.

   This updates the value of the substitution variable directly in your Profitability and Cost Management.

4. To enable automatic updates to substitution variables values, click the Advance Values button. For a full description of this feature, see Enabling Automatic Updates to Substitution Variable Values in Profitability and Cost Management Sync.

Note:

Profitability and Cost Management Sync doesn't store values of the substitution variables in NetSuite. It dynamically retrieves the values from your Profitability and Cost Management. When you update a substitution variable in NetSuite, the substitution variable is dynamically updated in your Profitability and Cost Management.

For information about using substitution variables in Profitability and Cost Management Sync, and for monthly maintenance of substitution variables, see the following help topics:

• Categorizing Substitution Variables in Profitability and Cost Management Sync

• Creating and Customizing Categories for Substitution Variables in Profitability and Cost Management Sync

• Enabling Automatic Updates to Substitution Variable Values in Profitability and Cost Management Sync

• Substitution Variables Portlet for Profitability and Cost Management

Related Topics

• Profitability and Cost Management Sync Installation and Setup
• Role Permissions for Profitability and Cost Management Sync Users
• Profitability and Cost Management Sync Configuration Checklist
• Portlets for Profitability and Cost Management Sync

General Notices