NetSuite ERP Solutions Planning and Budgeting

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Getting Started with NetSuite Planning and Budgeting Solutions

Are you looking for new business software to help improve efficiency? NetSuite Planning and Budgeting (previously known as Planning and Budgeting Cloud Service (PBCS)) might be what you're looking for. This article will help you in every possible way and find answers to all the questions you had in your mind regarding this. You will observe a cloud strategy in line with Planning and Budgeting as a growth platform for enabling swift reporting, greater understanding, and improved decisions.

Successful companies have started to speed up their data flow by using cloud apps and producing knowledge that promotes planning, decision-making, improved service, and a brighter view of what is coming up next. The Planning and Budgeting solution of Oracle NetSuite provides a particular platform for creating and sharing your plan's details and documents. These supportive comments, worksheets, and formulae will assist you in an easily accessible, shared location.

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How NetSuite Helps in Planning and Budgeting

Suppose your company is growing and you are facing problems with increasingly complex planning and budgeting requirements. In that case, you must consider a next-generation platform to manage your planning and budgeting requirements. For that, NetSuite Budgeting and Planning solution is the best option. It is a well-known middle-market cloud solution for NetSuite budgets and planning. RSM's team is ready to help you ensure your project's success and improve the performance significantly. This is the RSM's goal.

NetSuite Planning and Budgeting is quite well-known, and it is currently being used by one of the most successful companies worldwide for fulfilling their business planning needs. This platform is designed to focus on various financial, contractual, and operational planning use cases across multiple industries. The best thing about this platform is that it is accessible via the website and MS Office, and the interface is straightforward and user-friendly.

Key Features

There are a lot of crucial features which will satisfy all your doubts regarding this solution.

  • Instinctive, role-centered web and MS Office interfaces
  • Adaptable driver-based what-if developing resources
  • Built-in commercial intelligence and propagating logic
  • Built-in analysis and explanation abilities
  • Compliant workflow and plan managing competencies
  • Strong reporting and ad-hoc assessment with organizing and mapping assistance
  • Incorporation with NetSuite Financials

Key Benefits

The key benefits are listed below:

  • No need for any hardware or IT investments
  • Completely customizable and retained by Lines of Business
  • Transfer from disconnected planning tools and spreadsheets
  • Work with an up-to-date version of the software
  • Multiple settings and global data centers for implementation
  • Less expensive and low time to implement

Planning and Budgeting Process: Planning and budgeting by using the spreadsheets in most organizations result in a partnership, more effectiveness, and is error prone. NetSuite Planning and Budgeting facilitate both company-wide and departmental planning. It is done with developing skills, approval workflows, and reporting within one unified accessible solution. Sales and operationally led strategic plans can be connected to long-term and near-term financial strategies. Oracle NetSuite Planning and Budgeting Cloud Service use a powerful computation engine that can adapt a broad range of business logic with fast in-memory accumulation and immediate evaluation and reporting.

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PBCS NetSuite Integration

The Oracle NetSuite PBCS Sync Suite App allows you to obtain accountancy reports from NetSuite saved searches. You can make use of these reports in Oracle Planning and Budgeting Cloud Service (Oracle PBCS). To use and get assistance for Oracle NetSuite PBCS Sync, you have to license it. For that purpose, you have to get in touch with your NetSuite Account Manager. With this Suite App, you can identify saved searches with the data needed for planning and budgeting. You can execute saved searches and then download the results to use in Oracle PBCS through Data Management. This Suite App is a managed bundle. When a new edition of the pile is available, it is automatically updated in your account. Oracle NetSuite PBCS Sync supports single sign-on (SSO) through any SSO service that offers SAML 2.0.

NetSuite PBCS Implementation Guide

For setting up the Oracle NetSuite PBCS Sync Suite App, the Oracle NetSuite PBCS Implementation Guide Administrators must perform the following tasks:

    Step 1. Turn on the needed features in your NetSuite account. Look for the Required Features for Installing the Oracle NetSuite PBCS Sync Suite App. Step 2. Install the Suite App. For this, look for Installing the Oracle NetSuite PBCS Sync Suite App. Step 3. Set up file encryption password. For this, look for Setting Up a Password for File Encryption. Step 4. Make user records for Oracle PBCS users. These user records must have the PBCS NetSuite Integration role. For this, look for Creating a PBCS User Record. Step 5. Create a list of PBCS categories to set the type of the individual customers in NetSuite. See Creating a PBCS Category. Step 6. Set up token-based authentication (TBA) for Oracle PBCS users. See Setting Up Token-based Authentication. Step 7. Set up the connection to Oracle PBCS. See Setting Up the PBCS Connection. Step 8. Set up a single sign-on (SSO). This enables users to navigate to the Oracle PBCS account from the NetSuite application. See Setting Up Menu Navigation to PBCS.

After the Suite App is configured, administrators can use the below functionality offered by Oracle NetSuite PBCS Sync: Clone and customize the PBCS Integration role. See Customizing the PBCS Integration Role. Customize the saved searches included in the SuiteApp or create new saved searches to use in Oracle PBCS. See Customizing PBCS Saved Searches and Creating Custom Saved Searches for PBCS. Customize the metadata saved searches included in the SuiteApp and call RESTlets from Data Management to export the metadata from NetSuite entities to Oracle PBCS automatically. See Metadata Export to PBCS. Use NetSuite to administer Oracle PBCS without opening your Oracle PBCS account. See Integrating NetSuite and PBCS. Use the Planning & Budgeting Metadata Export Portlet to manually export metadata from NetSuite entities and the Planning & Budgeting Activity Logs Portlet to view the results of successfully executed saved searches.

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