1. NetSuite Enterprise Performance Management
  2. Close Management and Consolidation Sync SuiteApp
  3. Close Management and Consolidation Sync Installation and Setup
  4. Managing the Close Management and Consolidation Saved Searches
  5. Customizing a Close Management and Consolidation Sync Saved Search

Customizing a Close Management and Consolidation Sync Saved Search

You can use the saved searches included in the Close Management and Consolidation Sync SuiteApp. If you need to customize a created Close Management and Consolidation Sync saved search to better suit your needs, make sure you customize it properly in NetSuite.

To customize a Close Management and Consolidation Sync saved search:

  1. In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Manage Saved Searches.

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

  3. From the Saved Search Group list, select the saved search group containing the saved search you want to customize. The following are the available saved search groups:

    • FCCS – Metadata Saved Searches

    • Miscellaneous Saved Searches

  4. Click the link to a saved search in the Created status.

  5. On the saved search record page, you can modify the following:

    • Saved search title.

      Note:

      Make sure the saved search name is unique in NetSuite.

    • Search ID. To modify it, click Change ID, and then do the following:

      • In the New ID field, enter the new search ID.

      • Click Save.

      Note:

      Read the following details about changing the saved search ID:

      • Make sure the saved search ID is unique in NetSuite.

      • When you change the ID of a saved search, the existing settings of the saved search will be lost.

  6. Verify that the saved search is Public.

  7. On the Criteria subtab, add or remove filters.

  8. On the Results subtab, add or remove columns.

    Note:

    When you enter a value in the Summary Type column, and then run the saved search in NetSuite, the Total row appears at the bottom of the saved search result. This Total row is excluded from CSV files that are exported to your Close Management and Consolidation with Import Data/Metadata jobs.

  9. Make any necessary changes, and click Save.

Important:

Read the following details about customization of the Close Management and Consolidation Sync saved searches:

  • Next time you update your installed Close Management and Consolidation Sync, the latest updates will not affect the Close Management and Consolidation 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 Close Management and Consolidation Sync Saved Search.

  • The Data Exchange 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 Exchange configurations.

  • Settings associated with a deleted saved search 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.

Related Topics

General Notices