Custom Saved Searches for Use-Restriction Releases

A customized saved search can change which transactions qualify for automatic release from use restriction. Copy the locked default search, preserve its supplied formulas, and finalize supported groupings before the first script run. Changing groupings later, including when switching searches, can create duplicate releases because historical released amounts use the original grouping.

When Should You Customize the Default Search?

The SuiteApp identifies automatic-processing candidates through a locked default saved search, selected during installation or upgrade. If you need different criteria, copy that search and customize the copy rather than attempting to modify the locked original.

This configuration controls candidate selection within the broader automatic use-restriction release process. Before enabling or scheduling processing, decide which transactions should qualify and which supported fields define each intended release combination.

What Must the Customized Saved Search Include?

Before selecting the search, verify every requirement below.

Keep the supplied calculation formulas unchanged. The requirement for numeric output is not permission to rewrite the calculation. You may change search criteria and supported grouping fields before enabling or scheduling automatic processing, but not the supplied formula logic.

As a preflight check, review results configuration separately from criteria. The intended transaction filters do not replace the required summary structure, exact formula label, or single currency-formula column. The posting criterion must remain Yes in the saved search, including a customized copy.

Which Groupings Can You Use?

Group results only by custom segments, Department, Class, or Location. Do not group by Subsidiary or Restriction. The script uses consolidated parent results and assigns restriction values when creating each transaction.

Finalize grouping fields before the first script run. Do not change them afterward, including when switching to another saved search. Historical released amounts are calculated using the original grouping, so changing that structure can create duplicate releases. Switching searches is not an opportunity to redefine release combinations after processing begins.

Parent-subsidiary check: When Classification is selected as a grouping field, the selected classification value must be available on the parent subsidiary. The Release from Restriction transaction is created at that level. Check that availability before processing.

How Do You Select the Customized Search?

After confirming the requirements:

1. Go to Setup > Company > General Preferences.
2. Open the Custom Preferences subtab.
3. Select your search in Release from Use Restriction Saved Search.

The selected search’s label appears as a center label under NFP Financial Center > Financial. Select that name to view the release from restriction report.

Who This Affects

• Administrators selecting the search: Verify its configuration before selecting it in company preferences.
• Search developers: Preserve formulas, summary settings, and supported groupings.
• Accounting reviewers: Confirm candidate criteria, intended release combinations, and parent-subsidiary classification availability.

Related reading: Intelligent Close Manager accounting task criteria.

Key Takeaways

• Customize a copy of the locked default Transaction search.
• Use summary results, the required currency formula, and Posting = Yes.
• Never alter supplied formulas or group by Subsidiary or Restriction.
• Finalize groupings before the first run and preserve them when switching searches.