Validating the Source Connection

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

To set up the source connection:

1. Make sure you're logged in to NetSuite.

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

3. Click the Navigator icon , 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 appears.

   

7. Verify that you have the correct token-based credentials and that the account number matches your company's NetSuite Account ID.

   User credentials are set up during the initial implementation.

   Tip:

   In NetSuite, you can find the NetSuite Account ID under Setup > Company > Company Information.

Related Topics

• Setup Tasks for Administrators Guidelines
• Initial Setup Task

General Notices