Tag: NSPB

NSPB Income Statement Subsidiary Consolidated

After importing the latest consolidated exchange rates from NetSuite, the consolidated Income Statement can be analysed in reporting currency, across all Subsidiaries. The Actual or Budget amounts can be displayed per year, for one or all periods, by Department and  Class.  Steps 1) From the Home page, navigate to Financials > Income Statement. 2) Click the… Continue reading NSPB Income Statement Subsidiary Consolidated

NSPB Edit or Delete a Scheduled Process

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” option as needed.

‘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 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

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

Key Benefits and Features of NetSuite Planning and Budgeting

Planning and budgeting using spreadsheets in most organizations results in less collaboration, more inefficiency and is error prone. NetSuite Planning and Budgeting facilitates both company-wide and departmental planning with modeling capabilities, approval workflows and reporting within one collaborative scalable solution. Sales and operationally-driven strategic plans can be linked to long-term and near-term financial plans. The… Continue reading Key Benefits and Features of NetSuite Planning and Budgeting

Overview of NetSuite Planning and Budgeting Cloud

Welcome to an overview of NetSuite Planning and Budgeting Cloud. In this post, we’ll show you how to access the environment and walk through the general features and benefits of the Planning and Budgeting Cloud (NSPB/PBCS). Accessing the Environment 1.  Login to your PBCS environment using your credentials. 2. Click on the environment/identity domain you’d… Continue reading Overview of NetSuite Planning and Budgeting Cloud