Adding the Planning and Budgeting Sync Saved Searches Prefix Automatically to Data Source Allowlist

You can add the Planning and Budgeting Sync prefix to the Oracle EPM Connector allowlist automatically when you create the related saved searches in NetSuite. For information about creating Planning and Budgeting Sync saved searches in NetSuite, see Creating a Planning and Budgeting Sync Saved Search.

To add the Planning and Budgeting Sync saved searches prefix automatically to the Oracle EPM Connector allowlist:

  1. In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Saved Searches.

  2. In the upper-right corner of the page, click Create Default Saved Searches.

  3. Check the Add NSPB Saved Search Prefix to Data Source Allowlist in EPM Connector box.

  4. (Optional) Check the Select box next to the saved search of your choice in the Not Created status.

  5. Click Submit.

    This automatically adds the customsearch_nspb_ prefix to the Oracle EPM Connector allowlist. For information about the Oracle EPM Connector allowlist, see Data Source Allowlist.

General Notices