Scenario
User wants to update a NSPB Saved search to change the first month of the result for a different Calendar year.
Solution
As a default on the NSPB Saved Searches, it uses January as the first month of the fiscal year. If the fiscal date start month is not January, the Saved Searches in NetSuite needs to be updated.
The user needs to update the Saved Search by doing the following:
Note: Target Saved Search is PBCS (Data) Income Statement Transaction
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Navigate to Reports > Saved Search > All Saved Searches
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Find target Saved Search
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Click Edit
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Click Results subtab
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Custom Label: Look for Month
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Update the formula with the correct starting fiscal month
Example: From 'Jan' to 'Oct', // to change the first month to October. -
Click Save