Item Metadata
Customers in NetSuite can use Item Planning Category values to group items into different categories and create their own custom hierarchy. When you import Item metadata to your Planning and Budgeting, the Item Planning Category values are used to build the Item metadata hierarchy.
You can define the Item Planning Category on an item record under the Custom subtab.
The Item metadata hierarchy is built with the following logic:
-
If an item from NetSuite has a parent, the parent of the item is used in your Planning and Budgeting as the parent.
-
If an item from NetSuite does not have a parent, but has an Item Planning Category, a concatenation of the item type and the Item Planning Category is used in your Planning and Budgeting as the parent. For example,
Inventory Item: CAT_ITEM_1, where Inventory Item is the item type and CAT_ITEM_1 is the Item Planning Category that was set on the item record. -
If an item from NetSuite has neither a parent nor an Item Planning Category, the item type of the item is used in your Planning and Budgeting as the parent.
Related Topics
- Metadata Export to Planning and Budgeting
- Supported Metadata Saved Searches
- Supported Prefixes of Metadata Saved Searches IDs
- Vendor Metadata
- Location Metadata
- Accounts Metadata
- Class Metadata
- Customer Metadata
- Department Metadata
- Project Metadata
- Customer Project Metadata
- Employee Metadata
- Custom Segment Metadata
- Creating the Hierarchy of Metadata
- Optimal Number of Metadata Records to Import
- Returning Metadata Hierarchy Based Only on Cloned Saved Search
- Account Type Mapping
- Item Type Mapping