Is there a month end list of steps to perform in NSPB at month end?

Question

Is there a month end list of steps to perform in NSPB at month end after we close in NetSuite ERP? I know we have to update substitution variables, archive the forecast but not sure of all the other steps to perform. Also it would be helpful to know what needs to prepare for the new budget year.

Paulene Lomeda-Oracle · Accepted Answer

Hi @T_Dunbarger you may refer to this documentation > Maintenance Essentials: https://sites.oracle.com/site/NSPB-STD-en/maintenance-essentials.html

This is a standard process guide that is usually followed for NSPB but there might be some differences as compared to your account.

To prepare budget for the new year, it is important that the time horizon for your Budget scenario is updated. This can be verified when you go to Application -> Overview -> Dimensions tab -> Scenario

Hope this helps. Thank you!