Account Metadata Hierarchy in Close Management and Consolidation Sync

To set up the parent hierarchy of account metadata:

1. In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Configuration Checklist.

   You'll see a list of features you can set up for Close Management and Consolidation in your NetSuite account.

2. For The Account Metadata Hierarchy configurations are set, click View.

   This opens a page where you can enter or update the parent hierarchy of account metadata.

3. When finished, click Save.

4. (Optional) To exclude a parent from the metadata hierarchy, do the following:

   1. Go to NetSuite EPM > Close Management and Consolidation > Manage Saved Searches.

   2. Click Customize or Edit next to the Accounts metadata saved search of your choice.

   3. Under the Hierarchy Settings section, check the Exclude Upper Level Hierarchy Members box.

   Important:

   You shouldn't delete the record of account metadata hierarchy directly from NetSuite. If you do, NetSuite recreates it the next time you update the SuiteApp, which overrides your custom settings in Data Exchange.

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