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Workday Adaptive Planning Knowledge Center

Requirements for Drill Through to NetSuite

Drill Through to NetSuite requires:

  1. Adaptive provisioning to enable any one of the following:
  • NetSuite Basic for your company.
  • Integration for your company.
  • Both NetSuite Basic and Integration for your company.

Within Planning you must:

  1. Complete the NetSuite Configuration within Planning's Integration > NetSuite Setup by checking Enable Bundle-based Drill-through
  2. Enable one of the following two choices in Planning Administration > General Setup:
    1.  Integration: NetSuite

Planning Admin General Setup Integration NetSuite Data Source

  1.    NetSuite Customer: NetSuite Basic

Planning Administration General Setup NetSuite Basic Enabled

  1. Within user Administration > Roles and Permissions, enable Drill into NetSuite Imported Numbers for those users who need to drill.

Drill Into NetSuite Imported Numbers Permission

The Drill into NetSuite Imported Numbers permission is only available as a choice within Roles and Permissions if either Integration: NetSuite or NetSuite Customer: NetSuite Basic have been enabled within General Setup.

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