Profitability and Cost Management Sync Installation and Setup

To install and set up the Profitability and Cost Management Sync SuiteApp, you must have the Administrator role and complete the following consecutive steps:

1. Make sure you have the NetSuite EPM Connector SuiteApp installed and set up properly for your Profitability and Cost Management.

   See NetSuite EPM Connector Installation and Setup.

2. Enable the required features in your NetSuite account.

   See Required Features for Installing the Profitability and Cost Management Sync SuiteApp.

3. Install the Profitability and Cost Management Sync SuiteApp.

   See Installing the Profitability and Cost Management Sync SuiteApp.

4. Assign roles to Profitability and Cost Management Sync users.

   See Role Permissions for Profitability and Cost Management Sync Users.

5. Create an integration user with proper permissions.

   See Setting Up the Integration User for Profitability and Cost Management Sync.

6. Set up token-based authentication (TBA) for Profitability and Cost Management users.

   See Setting Up Token-based Authentication for Profitability and Cost Management Sync.

7. Set up the connection to your Profitability and Cost Management.

   See Setting Up the Connection to Profitability and Cost Management.

8. Schedule the required Profitability and Cost Management Sync script deployments.

   See Scheduling Script Deployments for Profitability and Cost Management Sync.

9. Use a checklist of tasks to validate your Profitability and Cost Management Sync setup.

   See Profitability and Cost Management Sync Configuration Checklist.

After the SuiteApp is configured, you can use the following functionality provided by Profitability and Cost Management Sync:

• Create and customize the saved searches that are included in the SuiteApp, or create new saved searches to use in your Profitability and Cost Management. You can also create saved searches from the available custom record types.

  See Managing the Profitability and Cost Management Sync Saved Searches.

• Customize metadata saved searches included in the SuiteApp. Call RESTlets from Data Exchange to automatically export metadata from NetSuite entities to your Profitability and Cost Management.

  See Metadata Export to Profitability and Cost Management.

• Customize upper-level members of account metadata that you want to export from NetSuite.

  See Account Metadata Hierarchy in Profitability and Cost Management Sync.

• Extract data from SuiteAnalytics datasets that you have created in NetSuite.

  See Using SuiteAnalytics Datasets with Profitability and Cost Management Sync.

• Define SuiteQL queries to load data and metadata from NetSuite into your Profitability and Cost Management.

  See Managing SuiteQL Queries in Profitability and Cost Management Sync.

• Use your NetSuite account to access and manage features in your Profitability and Cost Management account.

  See the following help topics:

  • Managing Jobs in Profitability and Cost Management Sync

  • Substitution Variables in Profitability and Cost Management Sync

  • Saved Search Settings in Profitability and Cost Management Sync

• Export and import your Profitability and Cost Management Sync configuration.

  See Import/Export Configuration in Profitability and Cost Management Sync.

• Export Profitability and Cost Management data from NetSuite, and import it into your Profitability and Cost Management application.

  See Profitability and Cost Management Data Export and Import.

• Use portlets for maintenance and access to Profitability and Cost Management Sync features.

  See Portlets for Profitability and Cost Management Sync.

Related Topics

• Profitability and Cost Management Sync SuiteApp
• Profitability and Cost Management Sync Release Notes

General Notices