Best Practices for Using the NSPB-X Implementer Role

Important:

You should not use the NSPB-X Implementer role for integration with your Planning and Budgeting. To integrate with Planning and Budgeting, set up the integration user record as described in the help topic Setting Up the Integration User for Planning and Budgeting Sync.

Tip:

The best practice is to use the NSPB-X Implementer role with new installations of the Planning and Budgeting Sync SuiteApp.

If Planning and Budgeting Sync is upgraded from a previous version, the NSPB-X Implementer role cannot access all the pages at NetSuite EPM > Planning and Budgeting. To allow users to access all the Planning and Budgeting pages in NetSuite, you need to add the NSPB-X Implementer role to the following Planning and Budgeting Sync script deployment records:

• NSPB-X | Configure Oauth

• NSPB-X | EPM Connector Plugin Impl Test

• NSPB-X | SL Acct Metadata Hrchy redirect

• NSPB-X | SL Data Source Execution

• NSPB-X | SL Data Source Setting

• NSPB-X | SL File Browse

• NSPB-X | SL Form/Dashboard

• NSPB-X | SL Import/Export

• NSPB-X | SL Job Setup

• NSPB-X | SL Manage Dataset

• NSPB-X | SL Manage Saved Search

• NSPB-X | SL Planning & Budgeting Setup

• NSPB-X | SL Quick Job Execution Setup

• NSPB-X | SL Substitution Variables

To add the NSPB-X Implementer role to a script deployment record:

1. Go to Customization > Scripting > Script Deployments.

   Tip:

   If NetSuite displays a long list of script deployments, you can narrow the list by doing the following:

   1. Expand the Filters area if the filters are not displayed.

   2. From the Script filter, select the required script deployment.

2. For the required script deployment, do the following:

   1. Click Edit next to the script deployment.

   2. On the Audience subtab, from the Roles list, select NSPB-X Implementer.

   3. Click Save.

3. Repeat these steps for every script deployment that you need to update.

   The NSPB-X Implementer role can then access all the pages and perform all the tasks at NetSuite EPM > Planning and Budgeting in NetSuite.

General Notices