Managing the Close Management and Consolidation Saved Searches

After you install and set up the Close Management and Consolidation Sync SuiteApp, you need to create saved searches to load data and metadata from NetSuite to your Close Management and Consolidation. You can customize the created Close Management and Consolidation Sync saved searches, or clone and customize any other saved searches you want to use with Close Management and Consolidation Sync.

For information, see the following help topics:

• For the list of the saved searches included in the Close Management and Consolidation Sync SuiteApp, see Saved Searches for Planning and Budgeting Sync.

• To create and customize the Close Management and Consolidation Sync saved searches, see the following help topics:

  • Creating a Close Management and Consolidation Sync Saved Search

  • Recreating a Close Management and Consolidation Sync Saved Search

  • Customizing a Close Management and Consolidation Sync Saved Search

• To create custom saved searches to use with your Close Management and Consolidation Sync, see the following help topics:

  • Creating Custom Saved Searches

  • Creating Custom Saved Searches from Close Management and Consolidation Sync Record Types

• To view all the saved searches you have in NetSuite for your Close Management and Consolidation, change search settings, and review search results, see Saved Search Settings in Close Management and Consolidation Sync.

General Notices