1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials Integration Guide
  5. Setup and Configuration
  6. Mapping and Renaming Existing Dimensions and Enabling Custom Dimensions
  7. Setting Up Planning and Budgeting After Renaming Dimensions
  8. Updating Data Load Rules for Metadata After Renaming Dimensions

Updating Data Load Rules for Metadata After Renaming Dimensions

After you rename dimensions, update the data load rules for the metadata of those dimensions. This task makes sure the metadata loads correctly to the application.

To update the dimension names in the data load rules:

  1. Click the Navigator icon The Menu icon, and then under Integration, click Data Management.

    The Data Management window opens.

  2. Click the Workflow tab, and then under Data Load, click Data Load Rule.

  3. In the Point of View bar at the bottom of the page, click the link next to Location.

  4. In the Select Point of View window, set Location to the metadata for the dimension you renamed, and then click OK.

    For example, if you renamed the Department dimension to MD_Dept, set Location to MD_Dept.

  5. Click the Target Options subtab.

  6. In Dimension Name, enter the new name that you gave the dimension.

  7. Click Save.

  8. If you renamed multiple dimensions, repeat steps 3 – 7 for each one.

Related Topics

General Notices