Creating Custom Saved Searches from Planning and Budgeting Sync Record Types
To check the integration status, you can create saved searches from the available Planning and Budgeting Sync record types. For example, you can create a saved search that daily sends you an email with a list of jobs that failed during a specified time period. You can also create a saved search that collects execution logs for you.
The applicable Planning and Budgeting Sync record types include the following:
-
NSPB | Event Logs
-
NSPB | Jobs
-
NSPB | Job Execution Logs
To create a saved search from a record type:
-
Go to Lists > Search > Saved Searches > New.
-
Click the record type of your choice.
Note:In NetSuite, the terms “jobs” and “projects” are used interchangeably. Therefore, NetSuite displays NSPB | Projects and NSPB | Project Execution Log for the NSPB | Jobs and NSPB | Job Execution Log record types.
-
Enter a title for the search.
-
Make any other necessary changes, and click Save.