Customizing an Account Reconciliation Sync Saved Search

If you need to customize a created Account Reconciliation Sync saved search to better suit your needs, ensure 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:

     Ensure 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:

     • Ensure the saved search ID is unique in NetSuite.

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

6. Verify that the saved search is public.

7. After you've 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