Saved Searches for Planning and Budgeting Sync

Important:

The integration with Planning and Budgeting recognizes search IDs the prefixes of which begin with customsearch_nspb_. Therefore, after you install Planning and Budgeting Sync, you should update IDs of existing metadata saved search and metadata dataset records in your NetSuite account to include the _nspb_ prefix in place of _nspbcs_. For information, see Updating Existing Records to Include the Supported _nspb_ Prefix.

The Planning and Budgeting Sync SuiteApp includes predefined saved searches that you can use to load data and metadata from NetSuite to your Planning and Budgeting. The saved searches are listed in the following groups:

To use the saved searches included in the Planning and Budgeting Sync SuiteApp, 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.

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