Searching for Deleted Budgets in NetSuite 2024.1

TL;DR Opening

Starting in NetSuite 2024.1, users can now locate their deleted budgets by utilizing the Deleted Record root record type in SuiteAnalytics. This enhancement enables efficient recovery workflows and better data management, previously hampered by a lack of visibility into deleted budgets.

What's New

In the past, deleted budgets were invisible in SuiteAnalytics Workbook searches for deleted records. With this update, you can:

• Access deleted budgets through the Deleted Record root record type.
• More effectively manage your financial records by tracking deleted budgets.
• Improve your data auditing processes and ensure budgetary compliance.

Detailed Explanation

This feature allows administrators and users to search through deleted budgets in a straightforward manner. Here’s how it works:

1. Navigate to SuiteAnalytics: Open SuiteAnalytics and go to the search functionalities.
2. Use the Deleted Record Type: Select the Deleted Record root record type to filter your search to include budgets that have been deleted.
3. View Deleted Budgets: Results will display previously deleted budgets, allowing users to review details or consider restoration options if necessary.

This streamlined approach provides a significant benefit for collaboration within teams, as it enhances transparency regarding budgetary decisions. Additionally, this functionality helps in audits and reconciliations where tracking historical budget changes is crucial.

Best Practices

• Regular Audits: Perform regular audits to ensure all important records, including budgets, are properly tracked and accessible.
• Training: Provide training for finance teams on how to effectively use the new search capabilities in SuiteAnalytics to maximize their use.
• Documentation: Maintain documentation of deleted budgets to facilitate better decision-making in the future.

Who This Affects

This feature primarily impacts the following user roles:

• Administrators: Who set up and manage budget processes.
• Finance Team Members: Who utilize budgets for planning and reporting.
• Auditors: Who require visibility into budget changes over time.

Key Takeaways

• Users can now search for deleted budgets in SuiteAnalytics starting with NetSuite 2024.1.
• The new Deleted Record root record type enhances visibility into budget management.
• This improvement aids in compliance and auditing processes by allowing tracking of historical financial data.