1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Setting Up the Connection to Planning and Budgeting

Setting Up the Connection to Planning and Budgeting

To connect to Planning and Budgeting from NetSuite, you need to authenticate through OAuth 2.0. To authenticate through OAuth 2.0, use the Administrator role to create a confidential application in the Oracle Identity Cloud Service (IDCS) console. You then need to store the IDCS application credentials in NetSuite.

For guidelines and instructions on creating an IDCS application, see the Oracle Help Center topic Add a Confidential Application. For general information about AOuth 2.0, see the NetSuite Help Center topic OAuth 2.0.

To set up OAuth 2.0 to connect to Planning and Budgeting:

  1. In Oracle Identity Cloud Service (IDCS), go to the Integrated Applications page, and click Add Application. Then, do the following:

    1. Select the Mobile Application type.

    2. Enter a name for the application, and click Next.

    3. Check Refresh token and Device code boxes.

    4. Clear the Implicit box.

    5. In the Client IP address section, select Anywhere.

    6. Copy Client ID of the application from the General Information section.

    7. Select the domain from the Domains list.

  2. Go to the Overview page and copy Domain URL.

  3. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Connection Settings.

  4. In step Enter Parameters, enter the following credentials:

    1. 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.

    2. In the Planning Application Name field, enter the name of your Planning and Budgeting environment. For example, NetSuite.

    3. In the IDCS URL field, provide the domain URL value copied from your IDCS application.

    4. In the Client ID field, provide the client ID value copied from your IDCS application.

  5. Click Next.

  6. In step Provide Consent, copy the code and click the verification URL.

    To return to the previous step, click < Back or Cancel.

  7. In your OCI instance, paste the code to confirm that you want to provide access to your Planning and Budgeting application for the logged-in user.

  8. Go back to the Connection Settings page in NetSuite, and click Finish.

Related Topics

General Notices