Customizing an Account Reconciliation Sync Saved Search
If you need to customize a created Account Reconciliation Sync saved search to better suit your needs, make sure you customize it properly in NetSuite.
To customize an Account Reconciliation Sync saved search:
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In NetSuite, go to NetSuite EPM > Account Reconciliation > Manage Saved Searches.
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In the upper-right corner of the page, click Create Default Saved Searches.
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From the Saved Search Group list, select the saved search group.
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Click the link to a saved search in the Created status.
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On the saved search record page, you can modify the following:
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Saved search title.
Note:Make sure the saved search name is unique in NetSuite.
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Search ID. To modify it, click Change ID and do the following:
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In the New ID field, enter the new search ID.
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Click Save.
Note:Read the following details about changing the saved search ID:
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Make sure the saved search ID is unique in NetSuite.
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When you change the ID of a saved search, the existing settings of the saved search will be lost.
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Verify that the saved search is public.
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After you have made all the necessary changes, click Save.