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 licenses thus users need to coordinate with their Account Manager to discuss more details on how to avail the product.
Benefits of using NSPB
- Uses comprehensive tool for integration like SmartView Office to view, import, manipulate, distribute and share data in MS Excel, Word, and PowerPoint.
- Improves forecast accuracy
- Aligns the organization
- Provides timely information and insights
- Reduces planning cycle times
10 Save Searches included(via RESTlet/CSV)
- PBCS sync (Data) Consolidated Exchange Rates
- PBCS sync (Data) Income Statement Transactions
- PBCS sync (Data) Balance Sheet Transactions
- PBCS sync (Data) Beg Balance
- PBCS - Transaction Detail
- PBCS - Transaction Summary
- PBCS - Trial Balance
- PBCS sync (Data) Balance Sheet Transactions [.csv]
- PBCS sync (Data) Income Statement Transactions [.csv]
- PBCS sync (Data) Beg Balance [.csv]
When to Contact NetSuite or Oracle Support?
NetSuite Support
- Transaction saved searches customization question/concerns.
- PBCS integration employee record set up/PBCS role setup.
- NSPB Sync bundle installation questions and errors.
- Token-based authentication, RESTlets - permission issue, SSO Configuration.
- Integration questions/concerns (including bundle installation and errors, setting up a Password for file encryption, TBA etc.).
- Configuring a Source Connection to Oracle NetSuite.
- Creating an Oracle NetSuite Data Source.
- Enabling the required features for installing the NSPB Sync SuiteApp.
Oracle Support
- Issues/concerns about the NSPB Sync functionality.
- PBCS login and PBCS Admin related question/concerns.
- Questions/concerns on PBCS formulas, smartview, dimensions.
- Scheduled job from NSPB Sync fails.
- NSPB Sync environment issues and any server outages.
