Using Planning and Budgeting Sync Post-Processing Plug-ins

Planning and Budgeting Sync includes the following predefined post-processing plug-ins that you can use to import and process budget data from your Planning and Budgeting:

pi_import_budget_data_dm.js to process budget data generated using a data load rule in Data Exchange.
pi_import_budget_data_br.js to process budget data generated using a business rule in Planning and Budgeting.

Important:

These two plug-in scripts are provided to get you started and may not be applicable to your use case. If you want to use these plug-ins, you need to customize them. For configuration details, see Plug-in Script Configuration Details. Also, you need to test your code to ensure the plug-ins work for the data volume you expect on your production account.

To use a Planning and Budgeting Sync plug-in:

In NetSuite, go to NetSuite EPM > Planning and Budgeting > Integration Artifacts.
On the Plugin Scripts subtab, click Download to save the required plug-in script to your disc.
Go to Customization > Plug-ins > Plug-in Implementations.
Click New Plug–in Implementation.
Click the plus (+) sign to upload the plug-in script, and then click Save.
Click Create Plug–in Implementation.
From the list of plug-in types, click NSPB | PI Job Post Process.
In the Name field, enter a name for your custom plug-in script.
Set the Status field to Released.
(Optional) Set the Log Level field to Debug.
Click Save.
To customize the script file, go back to Customization > Plug-ins > Plug-in Implementations, and then do the following:
1. In the displayed list, find the plug-in script that you want to customize.
  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 Script File filter, select the script file name.
2. In the Script column, click the link to the script file details, and then do one of the following:
  - To save the script file to disk, click Download. Then, use any plain text editor, for example Notepad++, to open and customize the script file.
  - To update the script file directly in NetSuite, in the Media item section, click Edit next to the script file name. When finished, click Save to submit your changes.
Add the plug-in script to a job in NetSuite:
1. Go to NetSuite EPM > Planning and Budgeting > Manage Jobs.
2. On the Planning and Budgeting: Manage Jobs page, do one of the following:
  - In the list of jobs, click Edit next to a job of your choice.
  - If you do not see the job in the list, click the Add Job button, and follow steps 3 through 6 in Adding a Job in NetSuite.
3. Click the Options subtab.
4. From the Post–Processing Plug-in list, select the plug-in you want to use to process data.
5. Click Save.

Note:

With every new version of the Planning and Budgeting Sync SuiteApp, you may need to download, customize, and re-attach the sample plug-in script provided with the SuiteApp.

To use a Planning and Budgeting Sync plug-in:

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