Customizing an Account Reconciliation Sync Saved Search

If you need to customize a created Account Reconciliation Sync saved search to better suit your needs, make sure you customize it properly in NetSuite.

To customize 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. Click the link to a saved search in the Created status.

5. On the saved search record page, you can modify the following:

   • Saved search title.

     Note:

     Make sure the saved search name is unique in NetSuite.

   • Search ID. To modify it, click Change ID and do the following:

     • In the New ID field, enter the new search ID.

     • Click Save.

     Note:

     Read the following details about changing the saved search ID:

     • Make sure the saved search ID is unique in NetSuite.

     • When you change the ID of a saved search, the existing settings of the saved search will be lost.

6. Verify that the saved search is public.

7. After you have made all the necessary changes, click Save.

Related Topics

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

General Notices