Planning and Budgeting Sync 2024.1

The initial version of the Planning and Budgeting Sync SuiteApp was released. For information about installing and configuring the SuiteApp, and about the functionality of the SuiteApp, see the NetSuite Help Center topic Planning and Budgeting Sync Installation and Setup.

Before you start installing and configuring the Planning and Budgeting Sync SuiteApp, read the following information:

• The Planning and Budgeting Sync SuiteApp requires installation of the NetSuite EPM Connector SuiteApp in your NetSuite account. For instructions on the installation and setup of NetSuite EPM Connector, see the NetSuite Help Center topic Oracle EPM Connector Installation and Setup.

• After installing the NetSuite EPM Connector SuiteApp, the NetSuite EPM tab appears in your NetSuite account. If you then install the new Planning and Budgeting Sync SuiteApp, the NetSuite EPM tab will contain the Planning and Budgeting navigation menus for the Planning and Budgeting Sync SuiteApp.

• If you want to use existing search records with the new Planning and Budgeting Sync SuiteApp, you may need to update IDs of the records in your NetSuite account to include the supported _nspb_ prefix. For instructions, see the NetSuite Help Center topic Updating Existing Records to Include the Supported _nspb_ Prefix.

• The Planning and Budgeting Sync SuiteApp now includes the features of the Planning and Budgeting Financials Sync SuiteApp.

The Planning and Budgeting Sync SuiteApp enables you to extract accounting reports from NetSuite searches and use them in your Planning and Budgeting application in Oracle Enterprise Performance Management (EPM) Cloud.