1. NetSuite Enterprise Performance Management
  2. Profitability and Cost Management Sync SuiteApp
  3. Profitability and Cost Management Sync Installation and Setup
  4. Substitution Variables in Profitability and Cost Management Sync
  5. Enabling Automatic Updates to Substitution Variable Values in Profitability and Cost Management Sync

Enabling Automatic Updates to Substitution Variable Values in Profitability and Cost Management Sync

In NetSuite, you can identify substitution variables the values of which you want to update automatically. Profitability and Cost Management Sync then updates the values dynamically in your Profitability and Cost Management.

To enable automatic updates to substitution variables values:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. Click List for the NSPC | Substitution Variable record type.

  3. In the displayed list of substitution variables, do one of the following:

  4. From the Auto-Update Action list, select one of the following options:

    • Advance to Next Period (12) - If you use a 12-period calendar in your Profitability and Cost Management, this option increases the value of the substitution variable incrementally up to 12, and then restarts from 1.

    • Advance to Next Period (13) - If you use a 13-period calendar in your Profitability and Cost Management, this option increases the value of the substitution variable incrementally up to 13, and then restarts from 1.

      For information about a 13-period calendar, see the Oracle Help Center topic About 13-Period Calendars.

    • Advance to Next Year - This option increases the value of the substitution variable incrementally from one calendar year to the next.

    Note:

    The New option for creating a custom auto-update action isn't currently supported.

  5. Click Save.

  6. Repeat steps 3 through 5 for any other substitution variables the values of which you want to update automatically.

  7. When finished, go to NetSuite EPM > Profitability and Cost Management > Substitution Variables.

  8. Click the Advance Values button.

    NetSuite lists all the substitution variables for which you selected an auto-update option in step 4.

  9. To narrow the list, select one or both of the following auto-update options:

    • Advance to Next Period

    • Advance to Next Year

  10. Click Next.

    NetSuite lists substitution variables for any of the selected auto-update options.

  11. In the New Value column, validate the new value for each substitution variable in the list. If necessary, you can update the value. The current value is displayed in the Value column.

    Review the following details about the format of the substitution variables values:

    • The year format that you should use for the substitution variables values is "FY<yy>". The values then raise incrementally from one calendar year to the next, for example, from "FY25" to "FY26".

    • The monthly format that you should use for the substitution variables values is "TP<index of the month>". The values then raise incrementally depending on the existing fiscal calendar in your Profitability and Cost Management:

      • If you use a 12-period calendar, the value of the substitution variable increases incrementally up to 12, and then restarts from 1. For example, "TP11" increases to "TP12" and "TP12" increases to "TP1".

      • If you use a 13-period calendar, the value of the substitution variable increases incrementally up to 13, and then restarts from 1. For example, "TP12" increases to "TP13" and "TP13" increases to "TP1".

        For information about a 13-period calendar, see the Oracle Help Center topic About 13-Period Calendars.

  12. To confirm the action, check the Confirm New Values box.

  13. Click Save.

    This updates all the listed substitution variables to the new values directly in your Profitability and Cost Management.

Related Topics

General Notices