Saved Searches for Planning and Budgeting Sync
The integration with Planning and Budgeting recognizes search IDs the prefixes of which begin with customsearch_nspb_. Therefore, after you install Planning and Budgeting Sync, you should update IDs of existing metadata saved search and metadata dataset records in your NetSuite account to include the _nspb_ prefix in place of _nspbcs_. For information, see Updating Existing Records to Include the Supported _nspb_ Prefix.
The Planning and Budgeting Sync SuiteApp includes predefined saved searches that you can use to load data and metadata from NetSuite to your Planning and Budgeting. The saved searches are listed in the following groups:
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NSPB - Data Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Data) Balance Sheet Transactions
customsearch_nspb_sync_bs
NSPB (Data) Balance Sheet Transactions [.csv]
customsearch_nspb_sync_bs_csv
NSPB (Data) Beg Balance
customsearch_nspb_sync_begbal
NSPB (Data) Beg Balance [.csv]
customsearch_nspb_sync_begbal_csv
NSPB (Data) Consolidated Exchange Rates
customsearch_nspb_sync_fx
NSPB (Data) Income Statement Transactions
customsearch_nspb_sync_is
NSPB (Data) Income Statement Transactions [.csv]
customsearch_nspb_sync_is_csv
NSPB (Data) Transaction Detail
customsearch_nspb_all_transactions_det
NSPB (Data) Transaction Summary
customsearch_nspb_all_transactions_sum
NSPB (Data) Trial Balance
customsearch_nspb_trial_balance
Important:The following saved searches from the NSPB - Data Saved Searches group are available as CSV files in the NetSuite UI:
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NSPB (Data) Income Statement Transactions [.csv]
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NSPB (Data) Balance Sheet Transactions [.csv]
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NSPB (Data) Beg Balance [.csv]
You may notice mismatches between header names in CSV files exported from NetSuite saved searches and header names in CSV files returned from the RESTlet for the same saved searches. No matter which of these apply to you, Planning and Budgeting Sync uses names of column headers selected for the saved searches on the Results subtab in NetSuite.
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NSPB - Metadata Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
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
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NSPB - Social Impact Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Metadata) SD Program
customsearch_nspb_sync_program_sd
NSPB (Metadata) SD Grant
customsearch_nspb_sync_grant_sd
NSPB (Metadata) SD Restriction
customsearch_nspb_sync_restrict_sd
NSPB (Metadata) SD Region
customsearch_nspb_sync_region_sd
NSPB (Data) NFP Balance Sheet Beg Balances
customsearch_nspb_bs_beg_bal_nfp
NSPB (Data) NFP Balance Sheet Beg Balances - Rptg Currency
customsearch_nspb_bs_beg_bal_rc_nfp
NSPB (Data) NFP Income Statement Transactions
customsearch_nspb_is_tra_nfp
NSPB (Data) NFP Income Statement Transactions - Rptg Currency
customsearch_nspb_is_tra_rptg_nfp
NSPB (Data) NFP Balance Sheet Transactions
customsearch_nspb_bs_trans_nfp
NSPB (Data) NFP Consolidated Exchange Rates
customsearch_nspb_fxrates_nfp
NSPB (Data) NFP Income Statement Opening Balances
customsearch_nspb_is_tra_ob_nfp
NSPB (Data) NFP Income Statement Opening Balances - Rptg Currency
customsearch_nspb_is_tra_ob_rc_nfp
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NSPB Financials – Demand Forecasting Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Data) DF Item Cost
customsearch_nspb_df_item_cost
NSPB (Data) DF Item Price
customsearch_nspb_df_item_price
NSPB (Data) DF Sales Unit Volume
customsearch_nspb_df_sales_unit_volume
Important:The configurations of these saved searches for Data Exchange aren't included in the NSPB-Financials_integration_artifacts_202x.x.zip file. For information about the ZIP file, see Downloading Planning and Budgeting Financials Integration Artifacts.
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NSPB Financials – Data Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Data) FIN Balance Sheet Beg Balances
customsearch_nspb_bs_beg_bal_fn
NSPB (Data) FIN Balance Sheet Beg Balances - Rptg Currency
customsearch_nspb_bs_bb_rptg_fn
NSPB (Data) FIN Balance Sheet Transactions
customsearch_nspb_bs_trans_fn
NSPB (Data) FIN Balance Sheet Transactions - Rptg Single Curr
customsearch_nspb_bs_trans_one_curr_fn
NSPB (Data) FIN Consolidated Exchange Rates - Actual
customsearch_nspb_fxrates_act_fn
NSPB (Data) FIN Consolidated Exchange Rates - Budget
customsearch_nspb_fxrates_bud_fn
NSPB (Data) FIN Days in Month
customsearch_nspb_dim_fn
NSPB (Data) FIN Income Statement Transactions
customsearch_nspb_is_tra_fn
NSPB (Data) FIN Income Statement Transactions - Rptg Currency
customsearch_nspb_is_tra_rptg_fn
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NSPB Financials – Metadata Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
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
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NSPB SuiteSuccess (Premium Edition) – Data Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Data) PF Balance Sheet Beg Balances
customsearch_nspb_bs_beg_bal_pf
NSPB (Data) PF Balance Sheet Beg Balances - Rptg Currency
customsearch_nspb_bs_bb_rptg_pf
NSPB (Data) PF Balance Sheet Transactions
customsearch_nspb_bs_trans_pf
NSPB (Data) PF Consolidated Exchange Rates
customsearch_nspb_sync_fxrates_pf
NSPB (Data) PF Days in Month
customsearch_nspb_dim_pf
NSPB (Data) PF Income Statement Transactions
customsearch_nspb_sync_is_tra_pf
NSPB (Data) PF Income Statement Transactions - Rptg Currency
customsearch_nspb_sync_is_tra_rptg_pf
NSPB (Data) PF Inventory Amt Beg Balances
customsearch_nspb_inv_amt_pf
NSPB (Data) PF Inventory Amt Mly Mvmt
customsearch_nspb_inv_mvmt_pf
NSPB (Data) PF Inventory Units Beg Balances
customsearch_nspb_inv_beg_bal_pf
NSPB (Data) PF Inventory Units Mly Mvmt
customsearch_nspb_inv_unit_pf
NSPB (Data) PF Item Cost
customsearch_nspb_item_cost_pf
NSPB (Data) PF Item Price
customsearch_nspb_item_price_pf
NSPB (Data) PF Ongoing Clear
customsearch_nspb_sync_clear_pf
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NSPB SuiteSuccess (Premium Edition) - Metadata Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Metadata) PF Balance Sheet Accounts
customsearch_nspb_sync_acbs_pf
NSPB (Metadata) PF Class
customsearch_nspb_sync_clss_pf
NSPB (Metadata) PF Currency
customsearch_nspb_sync_sw_pf
NSPB (Metadata) PF Department
customsearch_nspb_sync_dept_pf
NSPB (Metadata) PF Income Statement Accounts
customsearch_nspb_sync_acis_pf
NSPB (Metadata) PF Item
customsearch_nspb_sync_item_pf
NSPB (Metadata) PF Item - SubType
customsearch_nspb_sync_sbtp_it_pf
NSPB (Metadata) PF Location
customsearch_nspb_sync_loc_pf
NSPB (Metadata) PF Rel - Cust
customsearch_nspb_sync_cust_pf
NSPB (Metadata) PF Rel - Sales Rep
customsearch_nspb_sync_srep_pf
NSPB (Metadata) PF Rel - Vend
customsearch_nspb_sync_vend_pf
NSPB (Metadata) PF Sales Rep [.csv]
customsearch_nspb_slsrep_pf
NSPB (Metadata) PF Subsidiary
customsearch_nspb_sync_sub_pf
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NSPB SuiteSuccess (Standard Edition) - Data Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Data) SD Balance Sheet Beg Balances
customsearch_nspb_bs_beg_bal_sd
NSPB (Data) SD Balance Sheet Beg Balances - Rptg Currency
customsearch_nspb_bs_bb_rptg_sd
NSPB (Data) SD Balance Sheet Transactions
customsearch_nspb_bs_trans_sd
NSPB (Data) SD Consolidated Exchange Rates
customsearch_nspb_sync_fxrates_sd
NSPB (Data) SD Days in Month
customsearch_nspb_dim_sd
NSPB (Data) SD Income Statement Transactions
customsearch_nspb_sync_is_tra_sd
NSPB (Data) SD Income Statement Transactions - Rptg Currency
customsearch_nspb_sync_is_tra_rptg_sd
NSPB (Data) SD Ongoing Clear
customsearch_nspb_sync_clear_sd
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NSPB SuiteSuccess (Standard Edition) - Metadata Saved Searches
The following table shows the names and IDs of the saved searches included in this group:
Saved Search Name
Saved Search ID
NSPB (Metadata) SD Balance Sheet Accounts
customsearch_nspb_sync_acbs_sd
NSPB (Metadata) SD Class
customsearch_nspb_sync_clss_sd
NSPB (Metadata) SD Currency
customsearch_nspb_currency_sd
NSPB (Metadata) SD Department
customsearch_nspb_sync_dept_sd
NSPB (Metadata) SD Income Statement Accounts
customsearch_nspb_sync_acis_sd
NSPB (Metadata) SD Item
customsearch_nspb_sync_item_sd
NSPB (Metadata) SD Item - SubType
customsearch_nspb_sync_sbtp_it_sd
NSPB (Metadata) SD Location
customsearch_nspb_sync_loc_sd
NSPB (Metadata) SD Rel - Cust
customsearch_nspb_sync_cust_sd
NSPB (Metadata) SD Rel - Cust Sales Rep
customsearch_nspb_sync_slsrepattrib_sd
NSPB (Metadata) SD Rel - Vend
customsearch_nspb_sync_vend_sd
NSPB (Metadata) SD Sales Rep [.csv]
customsearch_nspb_sync_slsrep_sd
NSPB (Metadata) SD Subsidiary
customsearch_nspb_sync_sub_sd
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Miscellaneous Saved Searches
The following table shows the name and ID of the saved search included in this group:
Saved Search Name
Saved Search ID
NSPB Job Execution Search
customsearch_job_nspb_execution
To use the saved searches included in the Planning and Budgeting Sync SuiteApp, you need to create them in NetSuite for your integration with Planning and Budgeting. You can then review or customize the saved searches in NetSuite. For information, see Managing the Planning and Budgeting Sync Saved Searches.
Related Topics
- Planning and Budgeting Sync Installation and Setup
- Required Features for Installing the Planning and Budgeting Sync SuiteApp
- Installing the Planning and Budgeting Sync SuiteApp
- Role Permissions for Planning and Budgeting Sync Users
- Setting Up the Integration User for Planning and Budgeting Sync
- Setting Up Token-based Authentication for Planning and Budgeting Sync
- Setting Up the Connection to Planning and Budgeting
- Scheduling Script Deployments for Planning and Budgeting Sync
- Planning and Budgeting Sync Configuration Checklist
- Managing the Planning and Budgeting Sync Saved Searches
- Saved Search Settings in Planning and Budgeting Sync
- Metadata Export in Planning and Budgeting Sync
- Account Metadata Hierarchy in Planning and Budgeting Sync
- Using SuiteAnalytics Datasets with Planning and Budgeting Sync
- Managing SuiteQL Queries
- Managing Jobs in Planning and Budgeting Sync
- Substitution Variables in Planning and Budgeting Sync
- Forms and Dashboards in Planning and Budgeting Sync
- Import/Export Configuration
- Integration Artifacts
- Planning and Budgeting Sync Portlets