1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Integration Artifacts
  6. Using the Plug-in Code Generator

Using the Plug-in Code Generator

You can use the Plug-in Code Generator to create a custom plug-in script for importing budget data from Planning and Budgeting.

To create a custom plug-in script using the Plug-in Code Generator:

  1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Integration Artifacts.

  2. On the Plug-in Scripts subtab, click the Plug-in Code Generator link.

  3. From the Plug-in Script field, select one of the following:

    • To generate a custom plug-in script to import and process budget data using a data load rule, select Import Budget Data – Data Load Rule.

    • To generate a custom plug-in script to import and process budget data using a business rule, select Import Budget Data – Business Rule.

  4. Under Sample Budget Data File, click the available button to locate a source file on your computer. This should be a simple CSV file with column headers matching those in the export file generated by running the business rule or data load rule.

  5. (Optional) To have the fields from the CSV file automatically mapped to the corresponding fields in the NetSuite budget record, keep the Map Fields with Same Name box checked.

  6. Click Upload Sample File.

  7. If a value in the export file includes the record's internal ID, you need to check the Value Contains Record ID box.

    Note:

    If a value in the export file doesn't include the record's internal ID, make sure there are no duplicate records with the same name.

  8. In the Field Mapping section, make any necessary changes. Then, click Preview Field Mapping, and do one of the following:

    • To return to the previous NetSuite page and make further changes to the field mapping, click Previous. Then, click Preview Field Mapping again.

    • To generate the custom plug-in script, click the Download Plug-in Script button.

      This creates a file with the .js extension and downloads it to your computer. To use the file to import and process budget data from your Planning and Budgeting, proceed from step 3 in Using Planning and Budgeting Sync Post-Processing Plug-ins. For configuration details, see Plug-in Script Configuration Details.

      Important:

      If the Use Account Numbers preference is disabled at Setup > Accounting > Accounting Preferences, the generated plug-in script will not work.

Related Topics

General Notices