Customizing a Planning and Budgeting Financials Sync Saved Search
If you need to customize a created Planning and Budgeting Financials Sync saved search to better suit your needs, make sure you customize it properly in NetSuite.
To customize a Planning and Budgeting Financials Sync saved search:
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In NetSuite, go to Setup > Planning and Budgeting Financials > Manage Saved Searches.
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Click the link to a saved search in the Created status.
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On the saved search record page, change the saved search title.
Note:Make sure the saved search name is unique in NetSuite.
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To change the search ID, click Change ID.
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On the Change ID page, do the following:
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In the New ID field, enter the new search ID.
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Click Save.
Note:Read the following details about changing the saved search ID:
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Make sure the saved search ID is unique in NetSuite.
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When you change the ID of a saved search, the existing settings of the saved search will be lost.
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Verify that the saved search is public.
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Make any necessary changes, and click Save.
Read the following details about customization of the Planning and Budgeting Financials Sync saved searches:
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Next time you update your installed Planning and Budgeting Financials Sync, the latest updates will not affect the Planning and Budgeting Financials Sync saved searches you already created and customized in NetSuite. If you want to use saved searches included in the latest release of the SuiteApp, you need to recreate the saved searches in NetSuite. See Recreating a Planning and Budgeting Financials Sync Saved Search.
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The Data Management configurations are compatible with the saved searches included in the latest release of the SuiteApp. If you want to use your customized saved searches, you may need to manually update the Data Management configurations.
For information about the use of Data Management in the Oracle Planning and Budgeting Cloud Service, refer to Administering Data Management for Oracle Enterprise Performance Management Cloud in the Oracle Help Center.
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Settings associated with a deleted saved search's ID remain in the system. If you create a new saved search with the same ID, NetSuite applies the same settings to this saved search.