Accounts Metadata in Planning and Budgeting Sync
Before you export the Accounts metadata from NetSuite, check the Use Account Numbers preference box by going to Setup > Accounting > Accounting Preferences.
When you import the Accounts metadata to your Planning and Budgeting, and an account from NetSuite doesn't have an account number, the account name is used instead of the account number.
Important:
To customize the hierarchy of the Accounts metadata, consider checking or clearing the Exclude Upper Level Hierarchy Members box at NetSuite EPM > Planning and Budgeting > Manage Saved Searches. For instructions, see Customization of Executed Saved Searches in Planning and Budgeting Sync.
Related Topics
- Metadata Export to Planning and Budgeting
- Supported Metadata Saved Searches in Planning and Budgeting Sync
- Item Metadata in Planning and Budgeting Sync
- Vendor Metadata in Planning and Budgeting Sync
- Location Metadata in Planning and Budgeting Sync
- Class Metadata in Planning and Budgeting Sync
- Customer Metadata in Planning and Budgeting Sync
- Department Metadata in Planning and Budgeting Sync
- Project Metadata in Planning and Budgeting Sync
- Customer Project Metadata in Planning and Budgeting Sync
- Employee Metadata in Planning and Budgeting Sync
- Subsidiary Metadata in Planning and Budgeting Sync
- Custom Segment Metadata in Planning and Budgeting Sync
- Creating the Hierarchy of Metadata in Planning and Budgeting Sync
- Optimal Number of Metadata Records to Import to Planning and Budgeting
- Returning Metadata Hierarchy Based Only on Cloned Saved Search in Planning and Budgeting Sync
- Account Type Mapping in Planning and Budgeting Sync
- Item Type Mapping in Planning and Budgeting Sync