1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Metadata Export to Planning and Budgeting
  6. Item Type Mapping in Planning and Budgeting Sync

Item Type Mapping in Planning and Budgeting Sync

You can map any item type from your NetSuite account to any item type in your Planning and Budgeting.

To create the mapping:

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

  2. In the list of record types, locate the NSPB | Item Type Mapping record type.

  3. Click New Record for the record type.

  4. From the Source Item Type list, select the item type you want to map from NetSuite to your Planning and Budgeting.

  5. In the Target Item Type field, enter the name of the item type in your Planning and Budgeting 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've created.

Related Topics

General Notices