Required Features for Installing the Close Management and Consolidation Sync SuiteApp
Before installing the Close Management and Consolidation Sync SuiteApp, you must enable features required by the SuiteApp in your NetSuite account.
To enable the required features:
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Go to Setup > Company > Setup Tasks > Enable Features.
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Click the CRM subtab.
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Under the Basic Features section, check the Customer Relationship Management box.
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Click the SuiteCloud subtab, and check the following boxes:
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Custom Records
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Client SuiteScript
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Server SuiteScript
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Token-based Authentication
Note:To use single sign-on when navigating to your Close Management and Consolidation from your NetSuite account, you must configure the appropriate single sign-on feature.
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Click Save.
Related Topics
- Close Management and Consolidation Sync Installation and Setup
- Installing the Close Management and Consolidation Sync SuiteApp
- Role Permissions for Close Management and Consolidation Sync Users
- Setting Up the Integration User for Close Management and Consolidation Sync
- Setting Up Token-based Authentication for Close Management and Consolidation Sync
- Setting Up the Connection to Financial Consolidation and Close
- Scheduling Script Deployments for Close Management and Consolidation Sync
- Close Management and Consolidation Sync Configuration Checklist
- Saved Searches for Close Management and Consolidation Sync
- Managing the Close Management and Consolidation Saved Searches
- Saved Search Settings in Close Management and Consolidation Sync
- Metadata Export to Financial Consolidation and Close
- Account Metadata Hierarchy in Close Management and Consolidation Sync
- Using SuiteAnalytics Datasets with Close Management and Consolidation Sync
- Managing Jobs in Close Management and Consolidation Sync
- Substitution Variables in Close Management and Consolidation Sync
- Integration Artifacts
- Portlets for Close Management and Consolidation Sync