1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. NSPB Sync SuiteApp
  4. NSPB Sync Setup Guide
  5. Required Features for Installing the NSPB Sync SuiteApp

Required Features for Installing the NSPB Sync SuiteApp

Before you install the SuiteApp, make sure you enable features required by the NSPB Sync SuiteApp in your NetSuite account.

To enable the required features:

  1. Go to Setup > Company > Setup Tasks > Enable Features.

  2. Click the CRM subtab.

  3. Under the Basic Features section, check the Customer Relationship Management box.

  4. Click the SuiteCloud subtab, and check the following boxes:

    • Custom Records

    • Client SuiteScript

    • Server SuiteScript

    • Token-based Authentication

  5. Click Save.

To use single sign-on when navigating to your Planning and Budgeting from your NetSuite account, make sure you enable the SuiteSignOn feature.

Related Topics

General Notices