– This form will allow you to forecast the number of sales units for a given class with corresponding customers and items displayed in rows. – From here, select adjustment method – either 3, 6, 9, or 12 months rolling, manual, or prior year actuals. If rolling average or prior year actual methods are selected, an Adj… Continue reading ‘Sales Units All Cust’ Form and ‘Sales Units Planning – Eaches’ in NSPB
Category: NS Planning and Budgeting
‘Item Doses’ Form and ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form in NSPB
‘Item Doses’ Form -This form will allow you to view doses for your items that were imported from NetSuite. ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form -This form will allow you to forecast the number of sales units for a given customer and class. -From here, select adjustment method –… Continue reading ‘Item Doses’ Form and ‘Sales Units by Customer – Eaches’ or ‘Sales Units by Cust’ Form in NSPB
Revenue/COGS Planning – Item Cost and COGS Adjustment
Steps: 1)From your Home page, navigate to Revenue and COGS 2)Click on the 1 tab. ‘Item Cost’ Form – This form will allow you to enter the cost (transfer price) for your items. ‘COGS Adjustment’ Form – This form will allow you to adjust cost level for your items for future pricing. – From here, you can enter your preferred… Continue reading Revenue/COGS Planning – Item Cost and COGS Adjustment
Revenue/COGS Planning in NSPB – Item Price by Customer and Sales Price Adjustment
Revenue/COGS Planning: Steps: 1)From your Home page, navigate to Revenue and COGS 2)Click on the tab. Web Forms ‘Item Price by Customer’ Form -This form will allow you to view price level for your items that were imported from NetSuite. The item price would be visible by Customer. ‘Item Price All Cust’ Form -This form displays… Continue reading Revenue/COGS Planning in NSPB – Item Price by Customer and Sales Price Adjustment
Edit or Delete a Scheduled Process in NSPB
We can create a Scheduled process in NSPB for the purpose of Data Migration from NetSuite to NSPB Login to NSPB Web and go to Application -> Jobs from NSPB Home Page Scheduled processes should be displayed on the left side of the Job screen. Click next to the Job and select “Edit” or “Delete”… Continue reading Edit or Delete a Scheduled Process in NSPB
Advanced Revenue Recognition in NetSuite: Navigating Complex Scenarios for Accurate Reporting
In today’s fast-paced business environment, organizations are under increasing pressure to ensure compliance with revenue recognition standards while also maintaining accurate financial reporting. With the advent of regulations like ASC 606 and IFRS 15, companies are required to adopt a more nuanced approach to revenue recognition, particularly in complex scenarios. NetSuite, a leading cloud-based ERP… Continue reading Advanced Revenue Recognition in NetSuite: Navigating Complex Scenarios for Accurate Reporting
NetSuite ERP to NSPB Sync Process
Segments, COA and Actuals are loaded from ERP to NSPB as part of the scheduled data load process. This process has been configured using “Pipeline” feature. This section describes the steps to schedule and/or execute this process. Schedule Login to NSPB Web and go to Application -> Jobs from Home Page Click on “Schedule Jobs” On… Continue reading NetSuite ERP to NSPB Sync Process
Provide Access to NetSuite Planning and Budgeting (NSPB)
Since NSPB runs on Oracle Planning and Budgeting Cloud Service (PBCS), the user will need separate access to NSPB, and this must be managed through Oracle Cloud. Steps to Provide NSPB Access: Log into the Oracle Cloud where NSPB is hosted, using an administrator account for the NSPB environment. Navigate to: Identity Management > Users.… Continue reading Provide Access to NetSuite Planning and Budgeting (NSPB)
Assign NSPB Roles
In OCI Users tab, click Default Domain. Open image.png On the left navigation panel, click Oracle Cloud Services. Click Planning_<NSPB Instance Name>. On the left navigation panel, click Application roles. If assigning a user as the Service Administrator, click dropdown for Service Administrator Note: If the Support widget is blocking the dropdown, you can drag… Continue reading Assign NSPB Roles
Creating New Users 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 Oracle Enter the Cloud Account Name. Note:… Continue reading Creating New Users in NSPB using OCI