Employee Metadata in Planning and Budgeting Sync

Customers in NetSuite can use NSPB Employee Planning Category values to group employees into different categories and create their own custom hierarchy. When you import Employee metadata to your Planning and Budgeting, the NSPB Employee Planning Category values are used to build the Employee metadata hierarchy.

You can define the NSPB Employee Planning Category on an employee record under the Custom subtab.

The Employee metadata hierarchy is built with the following logic:

• If an employee from NetSuite has an NSPB Employee Planning Category, the NSPB Employee Planning Category is used in your Planning and Budgeting as the parent.

• If an employee from NetSuite doesn't have an NSPB Employee Planning Category, the top-level employee is used in your Planning and Budgeting as the parent.

General Notices