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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

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