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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

Tracer Solmiano-Oracle Red Ribbon

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  • Hello @User_52YCL By default, NSPB saved searches has a criteria to filter out Posted and Non-Posted Transactions. You can modify the search criteria to include non-posted transactions. Thank you!
    in NSPB reports Comment by Tracer Solmiano-Oracle Jul 30, 2025 5:20PM
  • Hi @User_52YCL! Please see an overview for NetSuite Planning and Budgeting (NSPB): NSPB imports data from NetSuite ERP, typically using Saved Searches. The data brought into NSPB is generally summarized and includes only posted (actual) financial transactions. Reporting Capabilities: NSPB enables users to generate Budget…
    in NSPB reports Comment by Tracer Solmiano-Oracle Jul 30, 2025 3:54PM
  • Hello @User_FL4CK Invoicing, including attaching supporting documents for expenses, is managed within the core NetSuite ERP system. NetSuite Planning and Budgeting (NSPB/PBCS) is primarily used for budgeting, forecasting, and financial analysis. It pulls transactional data directly from NetSuite ERP via a built-in…
    in NSPB Invoicing Comment by Tracer Solmiano-Oracle Jun 19, 2025 9:42PM