Installing the Planning and Budgeting Sync Foundation SuiteApp

Important:

Before installing the Planning and Budgeting Financials Sync SuiteApp, you need to install Planning and Budgeting Sync Foundation.

Planning and Budgeting Sync Foundation is a shared SuiteApp. Before you can install the SuiteApp, it must be shared to your NetSuite account. For more information, contact your NetSuite account manager.

To install the Planning and Budgeting Sync Foundation SuiteApp:

1. Go to Customization > SuiteBundler > Search & Install Bundles.

2. In the Keywords box, enter the bundle ID or name:

   • Bundle ID: 461048

   • Bundle name: Planning and Budgeting Sync Foundation

3. Click Search.

4. Click the link for the Planning and Budgeting Sync Foundation SuiteApp.

5. On the Bundle Details page, click Install.

6. On the Preview Bundle Install page, review the list of objects that will be installed, and click the Install Bundle button.

Planning and Budgeting Sync Foundation is a managed SuiteApp. When a new version is available, NetSuite automatically updates your account.

For general information about installing, updating, and uninstalling SuiteApps, see Installing a Bundle.

Related Topics

Installing the Planning and Budgeting Financials Sync SuiteApp

Saved Searches for Planning and Budgeting Financials Sync

Managing the Planning and Budgeting Financials Sync Saved Searches

Setting Up Default Configurations

Downloading Planning and Budgeting Financials Integration Artifacts

General Notices