Managing the Planning and Budgeting Sync Saved Searches

After you install and set up the Planning and Budgeting Sync SuiteApp, you need to create saved searches to load data and metadata from NetSuite to your Planning and Budgeting. You can customize the created Planning and Budgeting Sync saved searches, or clone and customize any other saved searches you want to use with Planning and Budgeting Sync.

For information, see the following help topics:

• For general information about the saved searches included in the Planning and Budgeting Sync SuiteApp, see Saved Searches for Planning and Budgeting Sync.

• To create and customize the Planning and Budgeting Sync saved searches, see the following help topics:

  • Creating a Planning and Budgeting Sync Saved Search

  • Recreating a Planning and Budgeting Sync Saved Search

  • Customizing a Planning and Budgeting Sync Saved Search

• To create custom saved searches to use with your Planning and Budgeting Sync, see the following help topics:

  • Creating Custom Saved Searches

  • Creating Custom Saved Searches from Planning and Budgeting Sync Record Types

• To view all the saved searches you have in NetSuite for your Planning and Budgeting, change search settings, and review search results, see Saved Search Settings in Planning and Budgeting Sync.

Related Topics

• Planning and Budgeting Sync Installation and Setup
• Required Features for Installing the Planning and Budgeting Sync SuiteApp
• Installing the Planning and Budgeting Sync SuiteApp
• Role Permissions for Planning and Budgeting Sync Users
• Setting Up the Integration User for Planning and Budgeting Sync
• Setting Up Token-based Authentication for Planning and Budgeting Sync
• Setting Up the Connection to Planning and Budgeting
• Scheduling Script Deployments for Planning and Budgeting Sync
• Planning and Budgeting Sync Configuration Checklist
• Saved Searches for Planning and Budgeting Sync
• Saved Search Settings in Planning and Budgeting Sync
• Metadata Export in Planning and Budgeting Sync
• Account Metadata Hierarchy in Planning and Budgeting Sync
• Using SuiteAnalytics Datasets with Planning and Budgeting Sync
• Managing Jobs in Planning and Budgeting Sync
• Substitution Variables in Planning and Budgeting Sync
• Forms and Dashboards in Planning and Budgeting Sync
• Import/Export Configuration
• Integration Artifacts
• Planning and Budgeting Sync Portlets

General Notices