1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials Administrator Guide
  5. Setup Tasks for Administrators Guidelines
  6. Initial Setup Task
  7. Validating the Source Connection

Validating the Source Connection

From Data Management, ensure that the source connection's token-based authentication credentials are correct.

To set up the source connection:

  1. Ensure that you are logged in to NetSuite.

  2. Open a new browser tab and log in to your Planning and Budgeting application.

  3. Click the Navigator icon Screenshot of the Navigator icon in NSPB, and under Integration, click Data Management.

  4. Click the Setup tab.

  5. Under Register, click Source System.

  6. Select the NetSuite_ERP source system, and then click Configure Source Connection.

    The Configure Source Connection window displays.

    A portion of Data Management to show the Source System summary and the Configure Source Connection.

  7. Verify that you have the correct token-based credentials and that the account number corresponds with the NetSuite Account ID for your company.

    The user credentials is set up during the initial implementation.

    Tip:

    In NetSuite, you can find the NetSuite Account ID by going to Setup > Company > Company Information.

Related Topics

Setup Tasks for Administrators Guidelines
Initial Setup Task

General Notices