Setting Up the Connection to Profitability and Cost Management

To connect a user to Profitability and Cost Management from NetSuite, the Profitability and Cost Management Sync SuiteApp supports two types of authentication:

• Basic authentication, which requires entering a username and password.

  For information, see Using Basic Authentication to Connect to Profitability and Cost Management.

• OAuth 2.0, which eliminates the need to store user credentials in NetSuite. This authentication type provides better security and prevents integration issues when a password expires or is changed.

  For information, see Using OAuth 2.0 to Connect to Profitability and Cost Management.

To choose your preferred authentication method:

1. In NetSuite, go to NetSuite EPM > Profitability and Cost Management > Connection Settings.

2. In the Profitability and Cost Management URL field, enter the URL that points to the Profitability and Cost Management application you want NetSuite to connect to.

   Depending on the Profitability and Cost Management instance, the format of the URL may look similar to one of the following examples:

   • https://epm-test-idDomain.epm.dataCenterRegion.oraclecloud.com/

   • https://acme-epmidm.epm.us-phoenix-1.ocs.oraclecloud.com/

   To check or understand the URL components, see the Oracle Help Center topic Sample URLs.

3. In the PCMCS Application Name field, enter the name of your Profitability and Cost Management environment. For example, enter NetSuite.

4. To verify that the Profitability and Cost Management application identified in the Profitability and Cost Management URL field connects to this NetSuite account, check the Use Entered URL to Verify Inbound Connections box.

   Tip:

   To avoid or troubleshoot connection issues:

   • Go to NetSuite EPM > EPM Connector > Search Activity Logs, and then compare the sourceinstance value in the Execution Parameters column with the Profitability and Cost Management URL value.

   • Check the integration user's NetSuite Account ID entered in the Account field during token-based authentication setup in Data Exchange. See step 14.g in Setting Up Token-based Authentication for Profitability and Cost Management Sync.

5. Choose your preferred authentication method from the available options:

   1. Basic Auth

      Important:

      This option displays a box that you must check to confirm your understanding that you should use basic authentication only for testing purposes or when OAuth 2.0 is unavailable. Until you check the displayed box, you can't start using basic authentication as your preferred authentication method.

      For configuration instructions, see Using Basic Authentication to Connect to Profitability and Cost Management.

   2. OAuth 2.0

      For configuration instructions, see Using OAuth 2.0 to Connect to Profitability and Cost Management.

6. Click Save Active Connection to save your preferred authentication method.

Related Topics

• Profitability and Cost Management Sync Installation and Setup
• Required Features for Installing the Profitability and Cost Management Sync SuiteApp
• Installing the Profitability and Cost Management Sync SuiteApp
• Role Permissions for Profitability and Cost Management Sync Users
• Setting Up the Integration User for Profitability and Cost Management Sync
• Setting Up Token-based Authentication for Profitability and Cost Management Sync
• Scheduling Script Deployments for Profitability and Cost Management Sync
• Profitability and Cost Management Sync Configuration Checklist
• Portlets for Profitability and Cost Management Sync

General Notices