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New to NetSuite| NSPB: Connection Settings

edited Jun 2, 2025 2:40PM in NetSuite Planning and Budgeting (NSPB) 1 comment

The NetSuite account can be integrated to Oracle EPM Cloud Planning and Budgeting. Part of Planning and Budgeting Sync Checklist is to set the NSPB URL and save the your EPM Cloud credentials in your NetSuite account. User credentials and Service URL should be stored to be able to access the Planning and Budgeting environment directly from NetSuite.

1. Log in to NetSuite using the Administrator role

2. Go to Planning & Budgeting > Jobs > Connection Settings.

Note: If role used is not an Administrator you cannot access the Connection Settings page and get the notice below:

You can also access the Connection Settings

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