Defining Oracle NetSuite Filters

Search criteria defined in the NSPB Sync SuiteApp Saved Search are registered automatically as application filters. You edit the filters if needed. For example, you assign default values or hide the filters from end users.

You apply filter conditions to the NSPB Sync SuiteApp Saved Search results so that only those records that meet selected conditions are returned. You can select a single filter condition or multiple filters conditions, and additionally specify the exact values.

Search criteria defined in the NSPB Sync SuiteApp Saved Search are registered automatically as application filters. You edit the filters if needed. For example, you can assign default values or hide the filters from end users.

Note:

If you specify a value and operator for a Oracle NetSuite filter in the Oracle Enterprise Performance Management Cloud, Oracle NetSuite uses the value from the EPM Cloud, but applies the operator for that filter defined in Oracle NetSuite. Any operator defined for the filter in EPM Cloud is ignored by Oracle NetSuite. So if the operator for the filter in Oracle NetSuite is "On or after " and the operator in EPM Cloud is "Equals", Oracle NetSuite use the value from EPM Cloud, but the operator of "on or after ",which was defined in Oracle NetSuite.

To apply NSPB Sync SuiteApp filters:

1. From the Data Integration home page, click to the right of the Oracle NetSuite integration, and then select Options.
2. Click the Filter tab.
3. Select the name of the filter condition.

   Available filters are:

   • Postingperiod

     Note:

     If you need to load data by a specific period, for example, by a specific month, use an NSPB Sync SuiteApp posting period filter that contains a period ID. The period ID is created in the posting period filter and returned by the NSPB Sync SuiteApp Saved Search used for filtering data.

     Oracle NetSuite provides several types of date filters: a named time period, for example, last fiscal year, a custom date range defined by a specific start date and end date, and a relative date range defined by a beginning number of days, weeks, months, quarters, or years ago, or from now, to an ending number of same. See the NetSuite "Search Guide" for more information on setting up filters.

   • Mainline
   • Posting
4. From the Condition drop-down, select the applicable condition.

   The applicable conditions by filter are derived from the NSPB Sync SuiteApp Saved Search.

5. From the Value drop-down, select the value to which to apply the filter.
6. Click Save.