Updating Import Format Mappings for Planning and Budgeting Saved Searches

Use Data Management to update the import format mappings for all saved searches with source values that include NSPB (Data) FIN. The import format lets you set up the integration mappings between NetSuite Ledger (chart of accounts) segments and Planning and Budgeting dimensions. Map the saved searches to the new dimensions you created so that the new dimensions are the new import sources.

Note:

When you select the source and target, Data Management automatically fills the source and target columns. For more information, see Working with Import Formats in the Oracle Help Center.

To update import format mappings for Planning and Budgeting saved searches:

Click the Navigator icon , and then under Integration, select Data Management.

The Data Management window opens.
Click the Setup tab, and then under Integration Setup, click Import Format.
In Import Format Summary:
1. Find and select a saved search where the value in the Source column includes NSPB (Data) FIN.
  
  For example, select the saved search with this source value: NSPB (Data) FIN Balance Sheet Beg Balances.
2. In Import Format Mappings, find the row for the new dimension. Use the Target column to help you find it.
3. Change the value in the Source Column field to the name of the new dimension.
  
  For example, if your new dimension is TaskType, set the Source Column value to TaskType.
  
  Tip:
  Make sure that the Source Column value matches the Target value for the new dimension.
4. Repeat steps 3b – 3c for each new dimension.
5. Click Save.
  
  Important:
  Save after every update that you make to the mapping for the saved search.
Repeat step 3 for each saved search with a source value that includes NSPB (Data) FIN.

To update import format mappings for Planning and Budgeting saved searches:

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