Customer Metadata

When you import the Customer metadata to your Financial Consolidation and Close, the Parent Company value is used as the parent of the customer. If the Parent Company value is empty, the value from the EPM Consolidation Customer Category field is used as the parent.

Customers in NetSuite can use EPM Consolidation Customer Category values to group customers into different categories and create their own custom hierarchy. When you import Customer metadata to your Financial Consolidation and Close, the EPM Consolidation Customer Category values are used to build the Customer metadata hierarchy.

You can define the EPM Consolidation Customer Category on a customer record under the Custom subtab.

The Customer metadata hierarchy is built with the following logic:

• If a customer from NetSuite has a parent, the parent of the customer is used in your Financial Consolidation and Close as the parent.

• If the customer from NetSuite does not have a parent, but has an EPM Consolidation Customer Category, the EPM Consolidation Customer Category is used in your Financial Consolidation and Close as the parent.

• If a customer from NetSuite has neither a parent nor an EPM Consolidation Customer Category, the top-level customer is used in your Financial Consolidation and Close as the parent.

On Customer metadata saved search records, the Stage filter under the Criteria subtab is set to is Customer. This ensures that Customer metadata saved searches executed from Data Exchange return only customers.

If you disable the CRM feature, the Stage filter is no longer available to ensure that only customers are returned. For information about how to enable the CRM feature, see Required Features for Installing the Close Management and Consolidation Sync SuiteApp. For general instructions on how to customize a saved search, see Customizing a Close Management and Consolidation Sync Saved Search.

General Notices