Substitution Variables in Planning and Budgeting Sync

You can use NetSuite to review and edit values of substitution variables configured in your Planning and Budgeting. You can also identify substitution variables the values of which you want to update automatically.

To review or edit a substitution variable in NetSuite:

1. Go to NetSuite EPM > Planning and Budgeting > Substitution Variables.

   A page opens with substitution variables categorized under the following subtabs:

   • Monthly Maintenance for substitution variables that you need to update monthly.

   • Yearly for substitution variables that you need to update yearly.

   • Setup for substitution variables that you need to configure.

   • Other for substitution variables that you did not assign to any of the above categories.

     Important:

     To display a substitution variable under the Other subtab, you first need to create it in your Planning and Budgeting. The substitution variable is listed under the Other subtab until you assign it to a category. See Categorizing the Substitution Variables in Planning and Budgeting Sync.

     Tip:

     If you want to translate the names of the categories, or create your custom categories to better suit your needs, see Creating and Customizing Categories for Substitution Variables in Planning and Budgeting Sync.

2. Click any of the subtabs to update the Value field for a substitution variable of your choice.

3. Click Save.

   This updates the value of the substitution variable directly in your Planning and Budgeting.

4. To enable automatic update of substitution variables values, click the Advance Values button. For a complete description of this feature, see Enabling Automatic Update of Substitution Variables Values in Planning and Budgeting Sync.

Note:

Planning and Budgeting Sync does not store values of the substitution variables in NetSuite. The values are dynamically retrieved from your Planning and Budgeting. When you update a substitution variable in NetSuite, the substitution variable is dynamically updated in your Planning and Budgeting.

For information about using substitution variables in Planning and Budgeting Sync, and for monthly maintenance of substitution variables, see the following help topics:

• Categorizing the Substitution Variables in Planning and Budgeting Sync

• Creating and Customizing Categories for Substitution Variables in Planning and Budgeting Sync

• Enabling Automatic Update of Substitution Variables Values in Planning and Budgeting Sync

• Planning & Budgeting Substitution Variables Portlet

Related Topics

• Planning and Budgeting Sync Installation and Setup
• Required Features for Installing the Planning and Budgeting Sync SuiteApp
• Installing the Planning and Budgeting Sync SuiteApp
• Role Permissions for Planning and Budgeting Sync Users
• Setting Up the Integration User for Planning and Budgeting Sync
• Setting Up Token-based Authentication for Planning and Budgeting Sync
• Setting Up the Connection to Planning and Budgeting
• Scheduling Script Deployments for Planning and Budgeting Sync
• Planning and Budgeting Sync Configuration Checklist
• Saved Searches for Planning and Budgeting Sync
• Managing the Planning and Budgeting Sync Saved Searches
• Saved Search Settings in Planning and Budgeting Sync
• Metadata Export in Planning and Budgeting Sync
• Account Metadata Hierarchy in Planning and Budgeting Sync
• Using SuiteAnalytics Datasets with Planning and Budgeting Sync
• Managing Jobs in Planning and Budgeting Sync
• Forms and Dashboards in Planning and Budgeting Sync
• Import/Export Configuration
• Integration Artifacts
• Planning and Budgeting Sync Portlets

General Notices