Wednesday, December 5, 2018

The NetSuite Transaction Drill Through behaviour with or without the Financial Planning bundle has been installed in NetSuite.

If the NetSuite Financial Planning bundle has not been installed in NetSuite, the Drill into NetSuite option will appear in the right-click menu only if all of the following are true:

- The user has a role that includes the Drill into NetSuite Imported Numbers permission.
- The NetSuite Integration Setup has been performed successfully, and the NetSuite connection is configured.
- The right-clicked number belongs to the actuals version.
- The number is not the result of a formula; it must be either a raw piece of data or a rollup of such data. If a rollup, at least one of the pieces of data in that rollup must have come from NetSuite, but not necessarily all of them.
- The number is for a timeslot that maps to at least one NetSuite accounting period.
- The number is for an account that is a target of a NetSuite Import Account Mapping.
- The number is not in a cube account. (Linked accounts which are linked to cube accounts, but are showing their own actuals numbers, can be drilled through.)
- The number maps to at least one value for at least one NetSuite category.
- The number is on a level which fulfils at least one of the following requirements:
   - The level is the Top Level.
   - The level is included in the NetSuite Import Organization Mapping.
   - If the number is on a split, then all dimension values assigned to the split (other than blank or Any values) are included in one or more NetSuite Import Dimension Mappings.

NetSuite Transaction Drill Through behaviour if the NetSuite Financial Planning bundle has been installed in NetSuite:

- If the NetSuite Financial Planning bundle has been installed in NetSuite, the Drill into NetSuite option requirements are somewhat eased. In particular:

- If the coordinates being explored or visited have been mapped from NetSuite at all, then the Drill Into NetSuite option will appear. It is not required that a mapping has to be exactly one to one.
- Drilling on rollups is permitted as long as at least one of the leaf cells included in the rollup has been mapped from NetSuite. It is not required that all cells included in the roll up be mapped.

All other requirements must be true:
To be more specific, the Drill into NetSuite option will appear in the right-click menu only if all of the following are true:

- The user has a role that includes the Drill into NetSuite Imported Numbers permission.
- The NetSuite Integration Setup has been performed successfully, and the NetSuite connection is configured.
- The right-clicked number belongs to the actuals version.
- The number is not the result of a formula; it must be either a raw piece of data or a rollup of such data. If a rollup, at least one of the pieces of data in that rollup must have come from NetSuite, but not necessarily all of them.
- The number is for a timeslot that maps to at least one NetSuite accounting period.
- The number is for an account that is a target of a NetSuite Import Account Mapping.
- The number is not in a cube account. (Linked accounts which are linked to cube accounts, but are showing their own actuals numbers, can be drilled through.)
- The number maps to at least one value for at least one NetSuite category.
- The number is on a level which fulfils at least one of the following requirements:
   - The level is the Top Level.
   - The level is included in the NetSuite Import Organization Mapping.
   - If the number is on a split, then all dimension values assigned to the split (other than blank or Any values) are included in one or more NetSuite Import Dimension Mappings.

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