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. Integration Artifacts
  6. Downloading Planning and Budgeting Financials Integration Artifacts

Downloading Planning and Budgeting Financials Integration Artifacts

The integration artifacts for your Planning and Budgeting Financials are included in NSPB-Financials_integration_artifacts_202x.x.zip. The artifacts contain all the default configurations for Data Exchange to load the saved searches you created in NetSuite. See Creating a Planning and Budgeting Sync Saved Search.

Note:

In Planning and Budgeting, the integration artifacts are called Lifecycle Management (LCM) imports.

Important:

The default setup is only compatible with Planning and Budgeting Financials. To make the integration artifacts compatible with other NetSuite Planning and Budgeting editions, change the default values to match the corresponding values in Planning and Budgeting.

You need to download the integration artifacts from NetSuite, and import them to your Planning and Budgeting Financials.

Important:

Before importing the integration artifacts to your Planning and Budgeting Financials, you need to enable Planning and Budgeting Financials. For information, see Enabling Planning and Budgeting Financials.

To download and import the integration artifacts:

  1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Integration Artifacts.

  2. Click the Packages subtab, and for the configuration package of your choice, click View Download Page.

  3. From the Number of BSO Cubes list, select the number of Block Storage Option (BSO) cubes you have in your Planning and Budgeting. You can select two, three, or four BSO cubes.

  4. In the following fields, enter the names of BSO cubes as you have them in your Planning and Budgeting:

    • Name of BSO Cube 1

    • Name of BSO Cube 2

    • Name of BSO Cube 3

    • Name of BSO Cube 4

    Note:

    Read the following details about the listed fields:

    • The number of the displayed cube name fields depends on the number of the BSO cubes selected in the previous step.

    • Some of the field values default to Custom, Custom2, and Custom3, depending on the number of the BSO cubes selected in the previous step. Change these values to match the names of your custom BSO cubes in Planning and Budgeting.

    • One of the field values defaults to NSP_NFS as in your Planning and Budgeting.

    • When entering the cube names, make sure you follow the same order of the cubes as in your Planning and Budgeting.

    • All the fields are editable. Make sure all the fields have values entered.

  5. In the Name of ASO Cube field, enter the name of the Aggregate Storage Option (ASO) cube as you have it in your Planning and Budgeting.

  6. Click the Download button to save the ZIP file to disk.

    Important:

    The downloaded ZIP file does not contain configurations for Data Exchange to load demand forecasting saved searches. For a list of the saved searches, see the NSPB Financials – Demand Forecasting Saved Searches group in the help topic Saved Searches for Planning and Budgeting Sync.

  7. In your Planning and Budgeting Financials application, click the Navigator icon The Menu icon, and select Migration.

  8. Click the Snapshots tab.

  9. Click Upload to locate the ZIP file on your disk.

  10. Select the ZIP file, and click Open. Then, click Upload.

  11. If a popup window confirms that the file has been successfully uploaded, click OK to complete the upload process.

  12. For the uploaded file, in the Actions column, click the ellipsis icon If clicked, the icon displays a list of actions to select from.. Then, click Import.

  13. Click OK to proceed with the import.

  14. In the Migration Status Report window, refresh and review the migration progress until it completes. Then, close the window.

  15. To see the list of the artifacts you have imported, click the Navigator icon The Menu icon, and select Data Exchange.

Note:

The ZIP file is not automatically updated in Planning and Budgeting Financials with new releases of Planning and Budgeting Financials Sync. To update the ZIP file, download it and re-upload it to your Planning and Budgeting Financials, or configure Data Exchange manually.

Related Topics

General Notices