1. Non-Profit Management
  2. Non-Profit Financial Management
  3. Setup for NFP Financials
  4. Installing NFP Financials

Installing NFP Financials

You can install NFP Financials as a SuiteApp in your account.

Deployment Considerations for NFP SuiteApps

Keep these deployment considerations in mind before installing or updating the NFP SuiteApps:

  • Before you install NFP Financials, reach out to your NetSuite sales or account rep to get the SuiteApp provisioned for your account.

  • Only users with the Administrator role or SuiteBundler permission can install NFP SuiteApps.

  • Don’t rename classifications (Department, Class, Location, Subsidiary, or Account) with the same names as the custom segments in the NFP Financials SuiteApp. Otherwise, you might run into issues when updating the NFP SuiteApps. For more information, read the topic Custom Segments for NFP Financials.

  • Custom Segments are unlocked, so you can change them and their related Custom Record definitions. However, when you update the bundle, any changes you made to Custom Segments go back to how they are in the SuiteApp, except for these field values:

    • Label

    • Mandatory check box

    • Default Selection

    • Default Record Access Level

    • Default Search/Reporting Access Level

    • Sourcing lists from Transactions, Transaction Columns, Entities, CRM, and Items

To Install NFP Financials

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

    See Bundle Searches Overview for a description of bundle search functionality.

  2. In the Keywords field, enter the bundle number 253068 and press Enter.

  3. In the Name column, click NFP Financials.

    The Bundle Details page opens.

  4. Click Install.

  5. In the popup window, click OK.

    The Review the Preview Bundle Install page opens.

    This page lists bundle objects that will be installed, or for configuration bundles, the settings that will be copied. Here, you can say how to handle conflicts between bundle objects and target account objects with the same names or script IDs, pick installation preferences for some objects, and lock some objects so users can’t change them. For details, see Reviewing the Preview Bundle Install Page.

  6. Click the Install Bundle button to begin the installation process.

    For details, see Starting the Bundle Installation Process.

    Note:

    Review the Bundle Installation Notes before you begin the process of installing a bundle.

NFP Financials is a managed SuiteApp that is automatically updated whenever enhancements or new features are added.

Related Topics

General Notices