Recreating a Planning and Budgeting Financials Sync Saved Search
If a saved search is in the Created status, you can no longer select it for submission. To use the latest release version of the saved search, you need to delete the saved search and recreate it in NetSuite.
To recreate a Planning and Budgeting Financials Sync saved search:
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In NetSuite, go to Setup > Planning and Budgeting Financials > Manage Saved Searches.
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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, under Actions, click Delete.
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At the prompt to confirm the action, click OK.
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Go back to Setup > Planning and Budgeting Financials > Manage Saved Searches.
In the list of saved searches, the status of the saved search changes to Not Created.
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From the Fiscal Calendar list, select the fiscal calendar of your choice.
The Fiscal Calendar list displays existing fiscal calendars in your NetSuite account. For information about fiscal calendars, refer to the help topic Fiscal Calendars.
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In the Reporting Currencies list, do one of the following:
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For the NSPB Currencies saved search, select one or multiple currencies of your choice. This adds the currencies to the Reporting Currency formula on the saved search record’s Results subtab.
The Reporting Currencies list displays existing currencies in your NetSuite account. For more information about currencies, see the help topic Creating Currency Records.
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For other saved searches, skip this step.
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Check the Select box next to the saved search.
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Click Submit.
In the list of saved searches, the status of the saved search changes to Created.
You can click the created saved search to review or customize it. To customize the saved search, see the help topic Customizing a Planning and Budgeting Financials Sync Saved Search.