Categorizing the Substitution Variables in Planning and Budgeting Sync

To categorize the substitution variables:

1. Go to Customization > Lists, Records, & Fields > Record Types.

2. Click List for the NSPB | Substitution Variable record type.

3. Click New NSPB | Substitution Variable.

4. In the Name field, paste the name of a substitution variable that you copied from the Other subtab at NetSuite EPM > Planning and Budgeting > Substitution Variables.

   The value must match exactly, including upper and lower case.

   Important:

   To display a substitution variable under the Other subtab, you first need to create it in your Planning and Budgeting.

5. In the Description field, enter a description to help you identify this substitution variable in NetSuite.

6. From the Category list, select a category for this substitution variable. If you select 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 list.

      For instructions on how you can create a list of custom categories, see Creating and Customizing Categories for Substitution Variables in Planning and Budgeting Sync.

7. (Optional) From the Auto-Update Action list, select an option for automatic update of the substitution variable values. For a complete description of this feature, see Enabling Automatic Update of Substitution Variables Values in Planning and Budgeting Sync.

8. Click Save.

   This moves the substitution variable to the appropriate subtab at NetSuite EPM > Planning and Budgeting > Substitution Variables.

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