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New to NetSuite | NSPB: Creating Environments
After creating an Oracle Cloud Account from the Welcome Email and before we can proceed with starting off Implementation, it is necessary to setup our Environments. The subscription grants two environments: Production and Test. When creating an environment, you will assign an environment name and designate it as Production…
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New to NetSuite | Importing Account Metadata in Planning and Budgeting Financials Module
Upon enabling the Financials module in your NetSuite Planning and Budgeting application, the system creates out-of-the-box account metadata hierarchy containing the upper-level members of Income Statement and Balance Sheet. These accounts are prefixed with NFS_ and are valid for NSP_NFS cube When executing MD_AcctBalSht…
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New to NetSuite | Data Management Scheduled Batch Jobs Stopped Working
As announced in the September 2024 Oracle EPM Update, the old scheduling functionality in Data Management has been deprecated and replaced by the EPM Platform Job Scheduler console. This change has caused all scheduled batch jobs in Data Management to stop functioning. To address this issue, an NSPB Service Administrator…
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New to NetSuite | NSPB Data Management Error: Invalid login attempt.
In NSPB data management, the "INVALID_LOGIN_ATTEMPT" error typically occurs due to issues with the role, user permissions, or the access token used in the NetSuite Planning and Budgeting integration. This error commonly happens if the user who generated the tokens has become inactive. To resolve the issue, 1.Check who set…
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New to NetSuite | Identifying Errors from Data Management logs in NSPB
There are different issues that could cause an integration job in NSPB to run into errors which would entail different troubleshooting steps. To handle these issues, the user must first diagnose the cause of the error by parsing the logs from Data Management. To download the logs, you may refer to SuiteAnswers 1014125:…
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New to NetSuite | Creating New Users and Assigning Roles in NSPB using OCI
To create new NSPB users, the administrator should utilize Oracle Cloud Infrastructure (OCI) Identity and Access Management (IAM). If My Services (Classic) is still accessible, the administrator should manage the users in OCI to ensure that changes are reflected. To Access OCI from My Services (Classic): Go to…
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New to NetSuite | Setting Up Token Based Authentication for NSPB
NSPB uses token-based authentication to connect the NetSuite and NSPB applications. A user with the NSPB Integration or Administrator role can set up a consumer key and token ID, which must be entered in EPM Cloud Planning to configure the connection with the NetSuite application. To Generate Consumer Key and Consumer…
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New to NetSuite | NSPB: Retrieve Application Snapshot using EPM Automate
For OCI (Gen 2) environments, daily snapshots that are generated during the daily maintenance window are archived to Oracle Object Storage. Snapshots of Production environment and test environments are retained for 60 days. The daily snapshot can be found by going to Navigator > Tools > Migration > Snapshot and is…
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New to NetSuite | NSPB: Adding and Scheduling a Job in NetSuite
Now that we know about Creating and Scheduling Batch Job in Data Management, let’s now discuss how to manage the same jobs in NetSuite. It is essential to know that jobs are initially created in NSPB and must exist there before they can be displayed in the NetSuite UI. Jobs created and scheduled in NSPB do not…
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New to NetSuite | NSPB: Creating and Scheduling Batch Job in Data Management
Now that we know about Manually Executing Data Load Rules and Batch Job in Data Management. Let’s now discuss how Data load rules and batch jobs can be scheduled to update the data in NSPB and match it with NetSuite without manually executing the job everytime there is a new data in NetSuite. It is recommended that batch…
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New to NetSuite | NSPB: Manually Execute Data Load Rules and Batch Job in Data Management
Performing a data load ensures that the data and metadata in NetSuite match with NSPB. You may execute a data load rule to extract NetSuite data from a single data source (Saved Search/Workbook/Dataset) or execute a batch that consists of different data load rules from various data sources that are loaded sequentially.…
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New to NetSuite | NSPB: Creating an EPM Cloud Instance
After successfully activating the order by following the steps detailed in article New to NetSuite | NSPB: Activate your Order, you can now proceed on creating your EPM Cloud Instance. An Oracle Enterprise Performance Management Cloud subscription entitles you to one instance comprising two environments: Production and…
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New to NetSuite | NSPB: Activate your Order
When Planning and Budgeting license is purchased, the administrator will receive a Welcome Email with a subject: Action Required: Welcome to Oracle Cloud. Please Add Your Subscription(s) to a Cloud Account to Get Started. This email includes options on how you can activate the service; administrator can select either of…
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New to NetSuite | NSPB: Set up Global Mapping and Period Mapping in Data Exchange
Some pages in Data Management have been decommissioned which includes the Period Mapping page. To establish the mapping relationship by defining a period mapping between NetSuite ERP and EPM (NSPB Application), the user must now complete this task through Data Exchange 1. Navigate to Application > Data Exchange 2. On the…
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New to NetSuite| NSPB: Connection Settings
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…
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New to NetSuite | NSPB: Scheduling Script Deployments for NSPB Sync
Scheduling of Script Deployments is one of the pre-requisites in order for NSPB Sync to retrieve and execute Data Management jobs in NetSuite. If not setup correctly, jobs created in NetSuite, despite being scheduled, will not run successfully. For the latest version of NSPB Sync, the following script deployments need to…
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New to NetSuite| NSPB: Setting up the File Encryption Password
Before you can pull data from NetSuite to NSPB, a user with an Administrator role must first set a file encryption password. This encrypts the CSV files that contain the Saved Search results. To set the file encryption password: Go to Planning & Budgeting > Setup > File Encryption Password Enter a new password Click Save…
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New to NetSuite | NetSuite Planning and Budgeting (NSPB)
NetSuite Planning and Budgeting Planning and budgeting is a struggle to ensure accurate data specifically when the organizations are using multiple platforms. NSPB will help users in automating the process of finance team by extracting accounting reports from NS and use it on Oracle PBCS. NSPB must be purchased and…