Saved Searches for Planning and Budgeting Sync

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:

• 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:

  • NSPB (Data) Income Statement Transactions [.csv]

  • NSPB (Data) Balance Sheet Transactions [.csv]

  • 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.

• 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

• 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 are not 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.

• 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

• 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

• 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.

General Notices