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3 posts tagged "Saved Searches"

Accounting

Automatic Use-Restriction Releases in NetSuite: Setup and Runs

Configure automatic use-restriction releases in Non-Profit Financial Management 1.0.2, from the required account and saved search to on-demand or scheduled execution. Learn what to verify and why time-restriction releases remain manual.

8 min read3 views
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User Interface

NetSuite Next Switch List Mode: Steps and Missing-Button Checks

Use Switch list mode to move a saved search list view between NetSuite Next and NetSuite. Learn why the control appears only on views you created, how account availability affects access, and how to verify list changes when you return.

8 min read2 views
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Planning and Budgeting

Planning and Budgeting Sync SuiteApp in NetSuite 2026.2: Saved Searches and Oracle EPM

The Planning and Budgeting Sync SuiteApp runs NetSuite saved searches through Oracle EPM Data Exchange so their results can be used in Planning and Budgeting. Although the supplied document is labeled 2026.1, its substantive description explicitly applies to NetSuite 2026.2.

6 min read1 views
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