NetSuite Planning and Budgeting

Steps to setup NetSuite Planning and Budgeting application instance in Zilla

1. Login to Zilla with Admin credentials.

2. Click Add Application on the top right corner.

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3. A window with a search bar appears, type in NetSuite Planning and Budgeting in the search bar. NetSuite Planning and Budgeting application entry will appear at the top of the list, click Add to Applications button to the right.

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4. Fill in the form with appropriate details and click Add to Applications button.

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5. A detailed view of NetSuite Planning and Budgeting application appears. Click Sync now in top right corner.

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6. Enable Zilla Universal Sync (ZUS) option from the dialog. Provided the URL for your NetSuite Planning and Budgeting users page. Click Sync Now/Next.

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7. Read the instructions and click Launch NetSuite Planning and Budgeting.

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8. You will be redirected to NetSuite Planning and Budgeting Admin > Users page.

9. If not logged in, please login to NetSuite Planning and Budgeting.

10. Click the browser extension icon located in the upper right of the browser window, and click Send to synchronize NetSuite Planning and Budgeting Users.

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11. A preview dialog will appear. Review the list and click Send.

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12. In NetSuite Planning and Budgeting, navigate to the Groups page via the left sidebar.

13. For each group, drill into the group page to display the group members and then click the browser extension icon located in the upper right of the browser window, and click Send to synchronize NetSuite Planning and Budgeting Group Roles.

14. On Zilla, click Done.

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15. You should receive a popup letting you know that that the sync was successful and providing the sync summary details. Click Close once finished reviewing.

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