Supported Metadata Saved Searches in Planning and Budgeting Sync

The Planning and Budgeting Sync SuiteApp includes predefined saved searches that you can use to load metadata from NetSuite to your Planning and Budgeting. You can access the saved searches at NetSuite EPM > Planning and Budgeting > Manage Saved Searches > Create Default Saved Searches. The metadata saved searches are listed in the following groups:

• NSPB - Metadata Saved Searches

  The table below shows the names and IDs of the saved searches included in this group.

  Note:

  Make sure the IDs of the cloned saved searches start with the following prefixes. The cloned saved searches should not use any of these prefixes as their IDs.

  Saved Search Name	Saved Search ID
  NSPB Sync (Metadata) Balance Sheet Accounts	customsearch_nspb_sync_acbs
  NSPB Sync (Metadata) Class	customsearch_nspb_sync_clss
  NSPB Sync (Metadata) Customer	customsearch_nspb_sync_cust
  NSPB Sync (Metadata) Customer Project	customsearch_nspb_sync_cprj
  NSPB Sync (Metadata) Department	customsearch_nspb_sync_dept
  NSPB Sync (Metadata) Employee	customsearch_nspb_sync_emp
  NSPB Sync (Metadata) Income Statement Accounts	customsearch_nspb_sync_acis
  NSPB Sync (Metadata) Item	customsearch_nspb_sync_item
  NSPB Sync (Metadata) Location	customsearch_nspb_sync_loc
  NSPB Sync (Metadata) Project	customsearch_nspb_sync_prj
  NSPB Sync (Metadata) Subsidiary	customsearch_nspb_sync_sub
  NSPB Sync (Metadata) Vendor	customsearch_nspb_sync_vend

• NSPB Financials – Metadata Saved Searches

  The table below shows the names and IDs of the saved searches included in this group.

  Note:

  Make sure the IDs of the cloned saved searches start with the following prefixes. The cloned saved searches should not use any of these prefixes as their IDs.

  Saved Search Name	Saved Search ID
  NSPB (Admin) FIN Cube Refresh	customsearch_nspb_cube_refresh_fn
  NSPB (Metadata) FIN Balance Sheet Accounts	customsearch_nspb_sync_acbs_fn
  NSPB (Metadata) FIN Classes	customsearch_nspb_sync_clss_fn
  NSPB (Metadata) FIN Currencies	customsearch_nspb_sync_currencies_fn
  NSPB (Metadata) FIN Customers	customsearch_nspb_sync_cust_fn
  NSPB (Metadata) FIN Departments	customsearch_nspb_sync_dept_fn
  NSPB (Metadata) FIN Income Statement Accounts	customsearch_nspb_sync_acis_fn
  NSPB (Metadata) FIN Items	customsearch_nspb_sync_item_fn
  NSPB (Metadata) FIN Locations	customsearch_nspb_sync_loc_fn
  NSPB (Metadata) FIN Subsidiaries	customsearch_nspb_sync_sub_fn
  NSPB (Metadata) FIN Vendors	customsearch_nspb_sync_vend_fn

To use the metadata saved searches for your integration with Planning and Budgeting, you need to create them in NetSuite. For information, see Creating a Planning and Budgeting Sync Saved Search.

When you clone any of these metadata saved searches in NetSuite, follow instructions in the help topic Customizing a Planning and Budgeting Sync Saved Search.

In addition to the metadata saved searches that are included in the SuiteApp, you can manually create Custom Segment metadata saved searches in NetSuite. See Custom Segment Metadata.

General Notices