Setting Up the Connection to Planning and Budgeting

To facilitate connection to Planning and Budgeting from NetSuite, the Planning and Budgeting Sync SuiteApp supports two types of authentication:

Authentication by entering a username and a password.

For information, see Using Basic Authentication to Connect to Planning and Budgeting.
OAuth 2.0 that removes the dependency on user credentials in NetSuite. This provides better security and prevents integration issues when a password expires or is changed.

For information, see Using OAuth 2.0 to Connect to Planning and Budgeting.

In NetSuite, go to NetSuite EPM > Planning and Budgeting > Connection Settings.
In the Planning and Budgeting URL field, enter the URL that points to the Planning and Budgeting application you want NetSuite to connect to.

Depending on the Planning and Budgeting instance, the format of the URL may look similar to one of the following examples:
- https://epm-test-idDomain.epm.dataCenterRegion.oraclecloud.com/
- https://acme-epmidm.epm.us-phoenix-1.ocs.oraclecloud.com/
To check or understand the URL components, see the Oracle Help Center topic Sample EPM Cloud URLs.
In the Planning Application Name field, enter the name of your Planning and Budgeting environment. For example, NetSuite.
Choose your preferred authentication method from the available options:
1. Basic Auth
  
  Important:
  This option displays a box that you must check to confirm your understanding that you should use basic authentication only for testing purposes or when OAuth 2.0 is unavailable. Until you check the displayed box, you cannot start using basic authentication as your preferred authentication method.
  
  For configuration instructions, see Using Basic Authentication to Connect to Planning and Budgeting.
2. OAuth 2.0
  
  For configuration instructions, see Using OAuth 2.0 to Connect to Planning and Budgeting.
Click Save Active Connection to save your preferred authentication method.