1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. NSPB Sync SuiteApp
  4. NSPB Sync Setup Guide
  5. Metadata Export to Planning and Budgeting
  6. Returning Metadata Hierarchy Based Only on Cloned Saved Search

Returning Metadata Hierarchy Based Only on Cloned Saved Search

By default, when a metadata saved search is run, a full metadata hierarchy is built in the saved search result. If any parent is missing in your cloned saved search, it is added in the hierarchy based on the default metadata saved search.

You can choose to skip running the default metadata saved search and use only the data from your cloned saved search to build the hierarchy. This enables you to:

To skip running the default metadata saved search:

  1. Go to Planning & Budgeting > Setup > Saved Search Settings.

  2. Click Customize next to the saved search of your choice.

  3. Under the Parent Level Transaction section, check the Return Hierarchy Based Only on Data in This Search box.

    • The box is clear by default.

    • If a parent is missing, the top-level parent is used. Therefore, make sure your saved search contains all data that you need to build the hierarchy.

    • NSPB Sync does not support using the box and the Filter dropdown list at the same time. If you try to save a search with the box checked and a filter selected, you receive an error message.

    • The box is not available for Accounts and Customer Project metadata saved searches.

  4. Click Save.

Related Topics

General Notices