Managing the Planning and Budgeting Financials Sync Saved Searches

After you install Planning and Budgeting Financials Sync and set up the integration user, you need to create saved searches to load data and metadata from NetSuite to Planning and Budgeting Financials.

To access the Planning and Budgeting Financials Sync saved searches:

1. Log in to NetSuite, and go to Setup > Planning and Budgeting Financials > Manage Saved Searches.

   This opens a NetSuite page with the list of saved searches.

2. From the Saved Search Group dropdown list, select the saved search group you want to view. The available options include the following:

   • Financials Saved Searches

   • Demand Forecasting Saved Searches

   • Miscellaneous Saved Searches

   For information about saved searches included in each group, see Saved Searches for Planning and Budgeting Financials Sync.

The status of the saved searches can be one of the following:

• Not Created

  You can create a saved search that is in this status.

• Created

  You can recreate or customize a saved search that is in this status.

To manage the saved searches, see the following help topics:

• Creating a Planning and Budgeting Financials Sync Saved Search

• Recreating a Planning and Budgeting Financials Sync Saved Search

• Customizing a Planning and Budgeting Financials Sync Saved Search

Related Topics

• Installing the Planning and Budgeting Sync Foundation SuiteApp
• Installing the Planning and Budgeting Financials Sync SuiteApp
• Setting Up the Integration User
• Saved Searches for Planning and Budgeting Financials Sync
• Setting Up Default Configurations
• Downloading Planning and Budgeting Financials Integration Artifacts

General Notices