Creating an Account Reconciliation Sync Saved Search

If you want to use a saved search provided by the SuiteApp, you need to create it in NetSuite.

To create an Account Reconciliation Sync saved search:

  1. In NetSuite, go to NetSuite EPM > Account Reconciliation > Manage Saved Searches.

  2. In the upper-right corner of the page, click Create Default Saved Searches.

  3. From the Saved Search Group list, select the saved search group.

  4. Check the Select box next to the saved search you want to create.

    Note:

    You can only select a saved search that is in the Not Created status.

    Tip:

    To check the boxes for all saved searches in the Not Created status, click the Mark All button. To clear the boxes for all the saved searches in the Not Created status, click the Unmark All button.

  5. Click Submit.

    In the list of saved searches, the status of the saved search changes to Created.

You can click the created saved search to review or customize it. To customize the saved search, see the help topic Customizing an Account Reconciliation Sync Saved Search.

Related Topics

Recreating an Account Reconciliation Sync Saved Search
Customizing an Account Reconciliation Sync Saved Search
Adding the Account Reconciliation Sync Saved Searches Prefix Automatically to Data Source Allowlist

General Notices