Subsidiary Metadata in Planning and Budgeting Sync

When you import Subsidiary metadata to your Planning and Budgeting, the Subsidiary metadata hierarchy is built with the following logic:

• If a subsidiary from NetSuite has a parent, the parent of the subsidiary is used in your Planning and Budgeting as the parent.

• If a subsidiary from NetSuite doesn't have a parent, the top-level subsidiary is used in your Planning and Budgeting as the parent.

  Note:

  You can customize the top-level hierarchy at NetSuite EPM > Planning and Budgeting > Manage Saved Searches. See Customization of Executed Saved Searches in Planning and Budgeting Sync.

General Notices