Account Metadata Hierarchy in Planning and Budgeting Sync

Planning and Budgeting Sync lets you customize upper-level members of account metadata that you want to export from NetSuite. To access the records of account metadata hierarchy in NetSuite, go to NetSuite EPM > Planning and Budgeting > Account Metadata Hierarchy.

To view an existing record in NetSuite, click View next to the record of your choice.

To update an existing record in NetSuite, click Edit next to the record you want to update. Make any necessary changes, and click Save.

To create a new account metadata hierarchy, click the New NSPB | Account Metadata Hierarchy button. Configure the new parent hierarchy as necessary, and click Save.

If you have multiple records of account metadata hierarchy in the list, Planning and Budgeting Sync picks up the first active record. If you want to use other than the first record, you need to inactivate the first record. To inactivate any of the records in the list of account metadata hierarchy, open the record and check the Inactive box.

If you prefer to manage the parent hierarchy manually in Data Exchange, you need to empty the parent in NetSuite, or mark it as Inactive. Find the record of your choice in the list at NetSuite EPM > Planning and Budgeting > Account Metadata Hierarchy, and click Edit next to the record. Empty the configured parent fields, or check the Inactive box. Then, click Save. This account metadata hierarchy will no longer be taken into account by Planning and Budgeting Sync. You should not delete the record directly from NetSuite. If you delete the record, it will be recreated in NetSuite next time you update the SuiteApp, and it will override your custom settings in Data Exchange.

General Notices