Planning and Budgeting Sync SuiteApp in NetSuite 2026.2: Saved Searches and Oracle EPM
The Planning and Budgeting Sync SuiteApp runs NetSuite saved searches through Oracle EPM Data Exchange so their results can be used in Planning and Budgeting. Although the supplied document is labeled 2026.1, its substantive description explicitly applies to NetSuite 2026.2.
The Planning and Budgeting Sync SuiteApp connects NetSuite searches with Oracle Cloud Enterprise Performance Management (EPM), allowing search results to be used in Planning and Budgeting. Although the supplied document is labeled 2026.1, its heading, summary, and operative description explicitly identify this functionality with NetSuite 2026.2.
TL;DR: Starting in NetSuite 2026.2, Planning and Budgeting Sync lets users extract accounting reports from NetSuite searches and use the results in Oracle Cloud EPM Planning and Budgeting. Through Data Exchange, Planning and Budgeting can run searches defined in NetSuite. Setup includes the NetSuite EPM Connector SuiteApp, roles, an integration user, token-based authentication (TBA), a Planning and Budgeting connection, scheduled script deployments, and configuration validation.
Key takeaways
- Starting in NetSuite 2026.2, the SuiteApp enables users to extract accounting reports from NetSuite searches and leverage them in Oracle Cloud EPM.
- Data Exchange in Planning and Budgeting runs searches defined in NetSuite and makes their results available for Planning and Budgeting use.
- Both standard and custom saved searches can be used as integration inputs.
- Data Exchange can call RESTlets to export metadata from various NetSuite entities.
- The NetSuite EPM Connector SuiteApp must be installed and configured before Planning and Budgeting Sync is set up.
Why the 2026.1 and 2026.2 labels need to be separated
The source document carries the label Release: 2026.1, but it is titled Planning and Budgeting Sync SuiteApp in NetSuite 2026.2. Its summary says it was updated for NetSuite 2026.2, and its feature statement begins, “Starting in NetSuite 2026.2.” This article therefore treats the material as a description of 2026.2 functionality, not as evidence that the functionality began in 2026.1.
The update history also distinguishes NetSuite release labels from SuiteApp version numbers. A 2026-08-17 update under 2026.2 added release-note details for version 26.1.4. Earlier 2026.1 updates added details for versions 26.1.3 and 26.1.2. When comparing environments, record both the NetSuite release and the installed SuiteApp version rather than assuming the labels are interchangeable. Related reading: Planning and Budgeting Sync 26.1.2 enhancements.
What does Planning and Budgeting Sync do?
Starting in NetSuite 2026.2, the Planning and Budgeting Sync SuiteApp enables users to extract accounting reports from NetSuite searches and leverage them in Oracle Cloud EPM. NetSuite is where users define the searches; Planning and Budgeting is where those search results can be used for planning and budgeting activities.
The integration is built around defined NetSuite searches. Users can create, customize, and use both standard and custom saved searches for integration into Planning and Budgeting. That allows a team to determine the NetSuite search result it wants to make available to its planning process instead of relying on one fixed extract.
For broader context on the application relationship, see the Planning and Budgeting integration overview.
How Data Exchange fits into the flow
Data Exchange in Planning and Budgeting runs the searches defined in NetSuite and uses the results in Planning and Budgeting. The SuiteApp provides the connection between the NetSuite search capability and the EPM planning process.
| Component | Role described in the supplied material |
|---|---|
| NetSuite | Hosts the searches used to extract accounting reports. |
| Planning and Budgeting Sync SuiteApp | Enables use of NetSuite search results in Oracle Cloud EPM. |
| Data Exchange | Runs searches defined in NetSuite and supports their use in Planning and Budgeting. |
| Planning and Budgeting | Uses the resulting information for planning and budgeting. |
This separation is useful when reviewing the integration design. The search definition, the SuiteApp configuration, Data Exchange activity, and use of the results in Planning and Budgeting are related but distinct parts of the overall workflow.
The NetSuite EPM Connector is a prerequisite. For related context, see NetSuite EPM Connector 26.1 features and enhancements.
Saved searches and metadata export
The SuiteApp supports standard and custom saved searches. Users can create and customize searches, then use them as inputs for Planning and Budgeting. The source does not define a required search schema, result-column limit, or fixed set of account features, so those account-specific details should not be assumed from this overview.
Planning and Budgeting Sync also supports metadata export. Data Exchange can call RESTlets to export metadata from various NetSuite entities. This metadata capability is separate from the process of running a saved search for accounting-report results:
- Saved searches provide the accounting-report results that can be used in Planning and Budgeting.
- RESTlet calls from Data Exchange support metadata export from various NetSuite entities.
Keeping those two capabilities separate helps administrators describe the intended integration accurately.
Installation and configuration requirements
Installation is more than installing one SuiteApp. The supplied setup sequence identifies these steps:
- Ensure that the NetSuite EPM Connector SuiteApp is installed and configured correctly.
- Enable the necessary features within the NetSuite account.
- Install the Planning and Budgeting Sync SuiteApp.
- Assign appropriate roles to users who will use the SuiteApp.
- Create an integration user with the necessary permissions.
- Set up token-based authentication (TBA) for users accessing Planning and Budgeting.
- Establish a connection to Planning and Budgeting.
- Schedule required script deployments for the sync processes.
- Validate the setup using a configuration checklist.
The source does not provide individual feature names, permission names, token fields, script deployment names, or menu paths. Administrators should use the account-specific configuration guidance rather than infer those values from this high-level description.
For implementation and functionality details, Oracle provides Planning and Budgeting Sync Installation and Setup. Related reading: NetSuite EPM SuiteApps enhancements for 2026.1.
Roles, authentication, and operational ownership
The supplied setup information assigns clear administrative responsibilities. Users with the Administrator role carry out installation and configuration, while the configuration includes appropriate user roles, an integration user with necessary permissions, and TBA for users accessing Planning and Budgeting.
Finance officers and accountants are among the users who benefit from the reporting and budgeting capability. IT staff have a role in ensuring configurations and managing integrations. In practice, the implementation should account for all three audiences:
- Administrators complete the installation and configuration sequence.
- Finance users define or use the accounting-report searches needed for planning and budgeting.
- IT staff support configuration and integration management.
A grounded view of the operating flow
The source describes a simple path from NetSuite to Planning and Budgeting:
- A user creates or customizes a standard or custom saved search in NetSuite.
- Data Exchange in Planning and Budgeting runs the NetSuite-defined search.
- The search results are used in Planning and Budgeting.
For metadata, Data Exchange can instead call RESTlets to export metadata from various NetSuite entities. The two routes support different stated capabilities: search results for accounting reports and RESTlet-based metadata export.
Related reading: NetSuite budget import template workflow and budget template file preparation practices.
Release, setup, and product information
Oracle separates installation and setup information from release-by-release change information. Use Planning and Budgeting Sync Installation and Setup for installation, configuration, and functionality guidance. Use Planning and Budgeting Sync Release Notes to review changes in each SuiteApp release.
For broader Oracle EPM background, Oracle also lists Oracle EPM Planning, Oracle NetSuite Planning and Budgeting, and Administering Data Integration.
FAQ
Do I need another SuiteApp before setting up Planning and Budgeting Sync?
Yes. The NetSuite EPM Connector SuiteApp must be installed and configured correctly before Planning and Budgeting Sync is set up.
Can I use custom saved searches with the SuiteApp?
Yes. Users can create, customize, and use both standard and custom saved searches for integration into Planning and Budgeting.
How does Data Exchange work with NetSuite searches?
Data Exchange in Planning and Budgeting runs searches defined in NetSuite and supports use of their results in Planning and Budgeting.
What security-related setup does the source identify?
Administrators assign appropriate roles, create an integration user with the necessary permissions, and set up token-based authentication for users accessing Planning and Budgeting.
Can the SuiteApp export NetSuite metadata?
Yes. It supports metadata export by allowing Data Exchange to call RESTlets and export metadata from various NetSuite entities.