Planning and Budgeting Sync SuiteApp in NetSuite 2026.1

Starting in NetSuite 2026.1, the Planning and Budgeting Sync SuiteApp enables users to extract accounting reports from NetSuite searches and leverage them in Oracle Cloud Enterprise Performance Management (EPM). This integration facilitates more effective planning and budgeting by utilizing the results of defined searches directly within your Planning and Budgeting application. Through the use of Data Exchange in your Planning and Budgeting, you can run searches defined in NetSuite and use the results in your Planning and Budgeting.

For more information about Planning and Budgeting, and about using Data Exchange for the integration with NetSuite, see the following Oracle Help Center topics:

• Oracle EPM Planning
• Oracle NetSuite Planning and Budgeting
• Administering Data Integration

For information about how you can install and configure Planning and Budgeting Sync, and about the functionality of Planning and Budgeting Sync, see Planning and Budgeting Sync Installation and Setup.

For information about changes to the Planning and Budgeting Sync SuiteApp with each release, see Planning and Budgeting Sync Release Notes.

Key Features of the Planning and Budgeting Sync SuiteApp

• Data Exchange Integration: Seamlessly run NetSuite searches and incorporate their results into your EPM solution, streamlining data management.
• Custom Saved Searches: Users can create, customize, and utilize both standard and custom saved searches that can be integrated into Planning and Budgeting.
• Metadata Management: The SuiteApp supports metadata export by allowing users to call RESTlets from Data Exchange, thus exporting metadata from various NetSuite entities.

Installation and Setup

To install and configure the Planning and Budgeting Sync SuiteApp, users with the Administrator role will need to follow several steps:

1. Ensure that the NetSuite EPM Connector SuiteApp is installed and configured correctly.
2. Enable the necessary features within the NetSuite account.
3. Install the Planning and Budgeting Sync SuiteApp.
4. Assign appropriate roles to users who will utilize the SuiteApp.
5. Create an integration user with the necessary permissions.
6. Set up token-based authentication (TBA) for users accessing Planning and Budgeting.
7. Establish a connection to your Planning and Budgeting.
8. Schedule required script deployments for the sync processes.
9. Validate the setup using a configuration checklist.

Who This Affects

• Administrators: Responsible for the installation and setup of the SuiteApp.
• Finance Officers/Accountants: Users who will benefit from enhanced reporting and budgeting capabilities.
• IT Staff: Ensuring proper configurations and managing integrations.

Related Topics

• NetSuite Planning and Budgeting
• SuiteApps
• Saved Searches
• General Notices

Key Takeaways

• The SuiteApp integrates NetSuite searches with Oracle Cloud EPM for improved planning and budgeting.
• Customization options in saved searches enhance user experience in EPM applications.
• Proper configuration and setup are crucial for leveraging the full capabilities of Planning and Budgeting Sync.
• Administrators need to ensure security and roles are correctly assigned to maximize utility.
• Continuous updates and maintenance can expand the utility of the SuiteApp in future planning activities.