Account Type Mapping

You can map any account type from your NetSuite account to any account type in your Financial Consolidation and Close.

To create the mapping:

  1. Go to Customization > Lists, Records, & Fields > Record Types.

  2. In the list of record types, locate the NSFC | Account Type Mapping record type.

  3. Click New Record for the record type.

  4. From the Source Account Type list, select the account type you want to map from NetSuite to your Financial Consolidation and Close.

  5. In the Target Account Type field, enter the name of the account type in your Financial Consolidation and Close you want to map to.

  6. Click Save.

    Note:

    If you create a duplicate mapping record, the latter record is used in the generated saved search result.

  7. Click List in the upper-right corner of the page to view the mapping you have created.

Important:

If you want to successfully load Accounts metadata into your Financial Consolidation and Close, see Accounts Metadata.

Related Topics

General Notices