Create a Saved Search in NetSuite

Create a Saved Search to extract data from NetSuite that you want to load to Planful.

1. Navigate to Reports > Saved Searches > All Saved Searches.

2. Click to view All Saved Searches or click New to create another.

3. Select a Search Type. This is important because the field/column types that will prepopulate the saved search is based on Search Type. For example, if you select the Contact type, the saved search will prepopulate with Name, Email, Phone, etc in the Results column.

4. Create the Saved Search with the required columns that can be used to map to the columns in Planful while loading data.

For more information on creating saved searches in NetSuite, refer to NetSuite Applications Suite documentation.

NetSuite Saved Search Best Practices

• For GL Data and Transactions Data, only a Date type of column can be mapped to a ‘Date’ target column in Define Data Mapping step in Planful.

  • The date can be picked from the ‘Transaction Date’ in NetSuite.

  • To use Posting Period to map to date column in Planful, use the formula below of type Date in the Saved Search.
    to_date(ConCat('01 ', {postingperiod}), 'dd.mm.yyyy')

  • Any other field of type date can be mapped in Planful.

    Note:

    When loading data to Planful using a given date range, the records with empty date values will not be loaded. This may happen when the NetSuite transactions have empty or null custom date fields which are used in the Saved Search and the custom date field being mapped in Planful.

• If any of the segment members are blank in NetSuite transactions, for example, Location, then the formula below can be used to populate Null with default value. The below formula uses DEFAULT as a placeholder for the default value.
  NVL({location.namenohierarchy}, 'DEFAULT')

RESTlet Limitations

The following record types are not supported: