Accounts Metadata
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 Financial Consolidation and Close, and an account from NetSuite does not have an account number, the account name is used instead of the account number.
Read the following details about loading the Accounts metadata:
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To successfully load Accounts metadata into your Financial Consolidation and Close, make sure you follow instructions in the help topic Loading Account Metadata into Financial Consolidation and Close.
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To customize the hierarchy of the Accounts metadata, consider checking or clearing the Exclude Upper Level Hierarchy Members box at NetSuite EPM > Close Management and Consolidation > Manage Saved Searches. For instructions, see Customization of Executed Saved Searches in Close Management and Consolidation Sync.
Related Topics
- Metadata Export to Financial Consolidation and Close
- Supported Metadata Saved Searches in Close Management and Consolidation Sync
- Item Metadata
- Vendor Metadata
- Location Metadata
- Class Metadata
- Customer Metadata
- Department Metadata
- Subsidiary Metadata
- Creating the Hierarchy of Metadata in Close Management and Consolidation Sync
- Optimal Number of Metadata Records to Import
- Returning Metadata Hierarchy Based Only on Cloned Saved Search
- Account Type Mapping
- Item Type Mapping