Creating a Planning and Budgeting Financials Sync Saved Search

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

In NetSuite, go to Setup > Planning and Budgeting Financials > Manage Saved Searches.
From the Fiscal Calendar list, select the fiscal calendar of your choice.

The Fiscal Calendar list displays existing fiscal calendars in your NetSuite account. For information about fiscal calendars, refer to the help topic Fiscal Calendars.
In the Reporting Currencies list, do one of the following:
- For the NSPB Currencies saved search, select one or multiple currencies of your choice. This adds the currencies to the Reporting Currency formula on the saved search record’s Results subtab.
  
  The Reporting Currencies list displays existing currencies in your NetSuite account. For more information about currencies, see the help topic Creating Currency Records.
- For other saved searches, skip this step.
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.
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 a Planning and Budgeting Financials Sync Saved Search.