Substitution Variables

If you have the Administrator role, you can use NetSuite to review and edit values of substitution variables configured in your Planning and Budgeting.

To review or edit a substitution variable in NetSuite:

Go to Planning & Budgeting > Setup > 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:
  The substitution variables are listed under the Other subtab until you assign them to categories. For instructions, see Categorizing the Substitution Variables.
  
  Tip:
  If you want to translate the categories, or create your custom categories to better suit your needs, see Creating and Customizing Categories for Substitution Variables.
Click any of the subtabs to update the Value field for a substitution variable of your choice.
Click Save.

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

Note:

NSPB 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 monthly maintenance of substitution variables, you can use the Planning & Budgeting Substitution Variables Portlet.

Categorizing the Substitution Variables

For your convenience, you can split the list of substitution variables into categories.

To categorize the substitution variables:

Go to Customization > Lists, Records, & Fields > Record Types.
Click List for the NSPB | Substitution Variables record type.
Click New NSPB | Substitution Variables.
In the Name field, paste the name of a substitution variable that you copied from the Other subtab at Planning & Budgeting > Setup > Substitution Variables.

The value must match exactly, including upper and lower case.
In the Description field, enter a description to help you identify this substitution variable in NetSuite.
From the Category dropdown list, select a category for this substitution variable. If you click New, you can create your custom category right away:
1. In the Name field, enter a name for your custom category.
2. Click Save.
3. Select the created custom category from the Category dropdown list.
  
  For instructions on how you can create a list of custom categories, see Creating and Customizing Categories for Substitution Variables.
Click Save.

This moves the substitution variable to the appropriate subtab at Planning & Budgeting > Setup > Substitution Variables.

Creating and Customizing Categories for Substitution Variables

For your convenience, you can move the substitution variables into custom categories that you have created in NetSuite. You can also create translations for categories.

To create and translate categories:

Go to Customization > Lists, Records, & Fields > Lists.
Tip:
If NetSuite displays a long list of plug-in scripts, you can narrow the list by doing the following:
1. Expand the Filters area if the filters are not displayed.
2. From the From Bundle filter, select the bundle ID.
Click NSPB Sub Var Category.
On the Values subtab, add your custom categories one by one.
If you have the Multi-Language feature enabled in your NetSuite account, click in the Translation column to enter translations for categories.

For instructions on enabling the Multi-Language feature and setting up your preferred language, see Enabling Multiple Languages, Configuring Multiple Languages, and Choosing a Language for Your NetSuite User Interface.
When finished, click Save.

You can then see your custom and translated categories at Planning & Budgeting > Setup > Substitution Variables. To split the substitution variables into these categories, proceed as described in Categorizing the Substitution Variables.