Profitability and Cost Management Sync Configuration Checklist

To make sure you've configured Profitability and Cost Management Sync properly, use a checklist of tasks to help you quickly set up any missing features. To access the checklist, go to NetSuite EPM > Profitability and Cost Management > Configuration Checklist. You need to complete each task on the checklist. You can also use the checklist to validate your current Profitability and Cost Management Sync setup.

The following table provides details about the checklist:

NetSuite Column Label	Description
Feature	The setup of the Profitability and Cost Management Sync features includes the following configuration tasks: To set up the connection from NetSuite to Profitability and Cost Management, see the following help topics: Setting Up the Connection to Profitability and Cost Management Using OAuth 2.0 to Connect to Profitability and Cost Management To verify that the integration user's NetSuite Account ID is entered in Data Exchange, sign in to your Profitability and Cost Management application and follow step 14.g in Setting Up Token-based Authentication for Profitability and Cost Management Sync. To set up and schedule the required script deployments, see Scheduling Script Deployments for Profitability and Cost Management Sync. To set up the parent hierarchy of account metadata, see Account Metadata Hierarchy in Profitability and Cost Management Sync. To review the mapping of NetSuite account types to Profitability and Cost Management account types, see Account Type Mapping in Profitability and Cost Management Sync.
Status	The configuration status for each feature can be one of the following: If configured correctly, the feature is denoted with a green check mark icon . If not configured, or configured incorrectly, the feature is denoted with a red cross icon . Features where you should check the configuration are denoted with a dash .
Link	Clicking the View link for each feature takes you to the NetSuite page where you can configure the feature.
Instruction	This column shows relevant information about what you need to do to configure a particular Profitability and Cost Management Sync feature properly.

For your convenience, you can access the checklist also through the Profitability and Cost Management Sync Checklist Portlet.

Related Topics

• Profitability and Cost Management Sync Installation and Setup
• Required Features for Installing the Profitability and Cost Management Sync SuiteApp
• Installing the Profitability and Cost Management Sync SuiteApp
• Role Permissions for Profitability and Cost Management Sync Users
• Setting Up the Integration User for Profitability and Cost Management Sync
• Setting Up Token-based Authentication for Profitability and Cost Management Sync
• Setting Up the Connection to Profitability and Cost Management
• Scheduling Script Deployments for Profitability and Cost Management Sync
• Account Metadata Hierarchy in Profitability and Cost Management Sync
• Portlets for Profitability and Cost Management Sync

General Notices