Account Type Mapping

You can map any account type from your NetSuite account to any account type in your Planning and Budgeting.

To create the mapping:

1. Go to Customization > Lists, Records, & Fields > Record Types.

2. In the list of record types, locate the NSPB | Account Type Mapping record type.

3. Click New Record for the record type.

4. From the Source Account Type dropdown list, select the account type you want to map from NetSuite to your Planning and Budgeting.

5. In the Target Account Type field, enter the name of the account type in your Planning and Budgeting you want to map to.

6. Click Save.

   Note:

   If you create a duplicate mapping record, the latter record is used in the generated saved search result.

7. Click List in the upper-right corner of the page to view the mapping you have created.

Related Topics

• Metadata Export to Planning and Budgeting
• Supported Metadata Saved Searches
• Supported Prefixes of Metadata Saved Searches IDs
• Item Metadata
• 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
• Item Type Mapping

General Notices