Wednesday, April 17, 2019

Adaptive Insights: Automatically Copy Actuals Data to a Plan Version

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

Currently, there is no option in Adaptive Insights to automatically copy Actuals Data to a Planning Version. User has to export all the data from Actuals and import this into a Planning Version.

An enhancement request has been filed with Adaptive Insights for this functionality.



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