Planning and Budgeting Sync Release Notes

September 8, 2026

This release of the Planning and Budgeting Sync SuiteApp introduces the following new features and enhancements:

• To return metadata search results without a hierarchy, the Do Not Build Hierarchy box is now available on search customization pages.

  See the following help topics:

  • For saved searches, see Customization of Executed Saved Searches in Planning and Budgeting Sync.

  • For datasets, see Customization of Planning and Budgeting Sync Datasets.

• In addition to the default set of NSPB Financials - Data Saved Searches, you can now create saved searches for the Enterprise Planning and Budgeting Cloud Service (EPBCS) Financials module. Use the Create for EPBCS Financials Module box to create these saved searches. The box is checked by default.

  See the following help topics:

  • Creating a Planning and Budgeting Sync Saved Search

  • Recreating a Planning and Budgeting Sync Saved Search

• The Populate Result Column Labels feature lets you automatically populate the Result Column Labels field with the column names you defined in a SuiteQL query.

  See Managing SuiteQL Queries in Planning and Budgeting Sync.

• Use the enhanced Job Calendar page to view and update scheduled jobs.

  See Job Calendar in Planning and Budgeting Sync.

• You can now schedule and run Fetch File via SFTP jobs to upload data from external SFTP servers into Planning and Budgeting.

  See Fetch File via SFTP Job in Planning and Budgeting Sync.

• You can now run a newly created or scheduled job immediately from the Execute Job option in the More list. Selecting Execute Job opens a NetSuite page where you can run the job.

  See the following help topics:

  • Adding a Job in Planning and Budgeting Sync

  • Scheduling a Job in Planning and Budgeting Sync

• The View Job Execution Log page now includes log details for executed Oracle Cloud Enterprise Performance Management (EPM) jobs.

  See Viewing and Troubleshooting Job Execution Logs in Planning and Budgeting Sync.

• The built-in plug-ins for budget data import using Data Integration and Business Rule jobs now support the following features:

  • Multiple budget categories by mapping a budget category in the source file to the corresponding NetSuite budget category by using its internal ID.

    Note:

    To use this enhancement, enable the Multiple Budgets feature, as described in Multiple Budgets and Budget Categories.

  • Multiple fiscal calendars by using the subsidiary's fiscal calendar to identify the correct accounting period during budget data import.

    Note:

    To use this enhancement, enable the Multiple Calendars feature, as described in Enabling Multiple Calendars.

  See the following help topics:

  • Using Planning and Budgeting Sync Post-Processing Plug-ins

  • Using the Plug-in Code Generator in Planning and Budgeting Sync

• You can now export accounting periods from NetSuite and import them into Data Exchange.

  See Planning and Budgeting Data Export and Import.

• The Configuration Checklist page at NetSuite EPM > Planning and Budgeting > Configuration Checklist includes the following enhancements:

  • For the An EPM Connection is configured with current NetSuite Account feature, click View to sign in to your Planning and Budgeting application and check that the integration user's NetSuite Account ID is entered in Data Exchange.

    See step 14.g in Setting Up Token-based Authentication for Planning and Budgeting Sync.

  • For the The Account Type Mapping is set for NSPB feature, click View to open a redesigned page for mapping NetSuite account types to Planning and Budgeting account types.

    See Account Type Mapping in Planning and Budgeting Sync.

  For general information about the checklist of setup tasks, see Planning and Budgeting Sync Configuration Checklist.

August 4, 2026

This release enhances the security of OAuth 2.0 configurations for NetSuite EPM integrations. The OAuth 2.0 connection to Planning and Budgeting now includes a token scope that is specific to each Cloud EPM service that your NetSuite integration uses.

Review the following information:

• For the updated connection setup procedure, see Using OAuth 2.0 to Connect to Planning and Budgeting.

• For required updates to existing OAuth 2.0 configurations, see Required OAuth 2.0 Configuration Updates for NetSuite EPM Integrations, SuiteAnswers ID 1047055.

May 26, 2026

This release fixes an issue that affected account metadata hierarchies with more than two levels. When account type mapping was used, child accounts weren't mapped to the correct parent account.

For the feature description, see Account Type Mapping in Planning and Budgeting Sync.

March 3, 2026

This release enhances account type mapping in your installed Planning and Budgeting Sync SuiteApp. Now, you can add an account number along with the account type to map NetSuite accounts to specific account members in Planning and Budgeting.

To include an account number in your mapping, use the new Source Account Number field. For information, see Account Type Mapping in Planning and Budgeting Sync.

February 10, 2026

This release resolves an installation issue for Planning and Budgeting Sync 26.1.0 in accounts outside the U.S.

January 20, 2026

This release of the Planning and Budgeting Sync SuiteApp introduces the following new features and enhancements:

• You can check the Use Entered URL to Verify Inbound Connections box to verify that the correct Planning and Budgeting application connects to NetSuite. See step 4 in Setting Up the Connection to Planning and Budgeting.

• You no longer need to manually add the customsearch_nspb_ prefix for saved searches and the custdataset_nspb_ prefix for datasets to the allowlist in NetSuite EPM Connector. The SuiteApp now adds these prefixes automatically when you create default saved searches and datasets. See Data Source Allowlist.

• You can use NSPB SuitePeople - Saved Searches to load data and metadata from NetSuite into your Planning and Budgeting. These saved searches were previously included in the NSPB-SuitePeople Sync SuiteApp. See NSPB SuitePeople - Saved Searches.

• You can view NetSuite SuitePeople payroll data loaded into your Planning and Budgeting, grouped and summed by workforce categories. See Viewing NetSuite SuitePeople Payroll Data by Category.

• Data Load Rule jobs are now called Data Integration jobs.

• Options for Relative period selection in Data Integration jobs, Group jobs, and Pipeline jobs are renamed from 'month' to 'period'. The following has changed:

  • This Month changes to This Period

  • Last Month changes to Last Period

  • Period Before Last is now available

  For the updated lists of available Relative period options, see the related help topics:

  • Data Integration in Planning and Budgeting Sync

  • Group in Planning and Budgeting Sync

  • Pipeline in Planning and Budgeting Sync

• The page for setting up the account metadata hierarchy has been redesigned to provide an improved user experience. See Account Metadata Hierarchy in Planning and Budgeting Sync.