1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Saved Searches for Planning and Budgeting Sync
  6. NSPB – Data Saved Searches

NSPB – Data Saved Searches

The following table shows the names and IDs of the saved searches included in this group:

Saved Search Name

Saved Search ID

NSPB (Data) Balance Sheet Transactions

customsearch_nspb_sync_bs

NSPB (Data) Balance Sheet Transactions [.csv]

customsearch_nspb_sync_bs_csv

NSPB (Data) Beg Balance

customsearch_nspb_sync_begbal

NSPB (Data) Beg Balance [.csv]

customsearch_nspb_sync_begbal_csv

NSPB (Data) Consolidated Exchange Rates

customsearch_nspb_sync_fx

NSPB (Data) Income Statement Transactions

customsearch_nspb_sync_is

NSPB (Data) Income Statement Transactions [.csv]

customsearch_nspb_sync_is_csv

NSPB (Data) Transaction Detail

customsearch_nspb_all_transactions_det

NSPB (Data) Transaction Summary

customsearch_nspb_all_transactions_sum

NSPB (Data) Trial Balance

customsearch_nspb_trial_balance
Important:

The following saved searches from the NSPB - Data Saved Searches group are available as CSV files in the NetSuite UI:

  • NSPB (Data) Income Statement Transactions [.csv]

  • NSPB (Data) Balance Sheet Transactions [.csv]

  • NSPB (Data) Beg Balance [.csv]

You may notice mismatches between header names in CSV files exported from NetSuite saved searches and header names in CSV files returned from the RESTlet for the same saved searches. No matter which of these apply to you, Planning and Budgeting Sync uses names of column headers selected for the saved searches on the Results subtab in NetSuite.

To use the saved searches, you need to create them in NetSuite for your integration with Planning and Budgeting. You can then review or customize the saved searches in NetSuite. For information, see Managing the Planning and Budgeting Sync Saved Searches.

Related Topics

General Notices