Account Metadata Hierarchy in Profitability and Cost Management Sync

Profitability and Cost Management Sync lets you customize upper-level members for the account metadata that you export from NetSuite.

To set up the parent hierarchy for account metadata:

1. In NetSuite, go to NetSuite EPM > Profitability and Cost Management > Configuration Checklist.

   NetSuite displays a list of features you can set up for Profitability and Cost Management in your NetSuite account.

2. For The Account Metadata Hierarchy configurations are set, click View.

   This opens a page where you can enter or update the parent hierarchy for the account metadata.

3. When you're finished, click Save.

4. (Optional) To exclude a parent from the metadata hierarchy, do the following:

   1. Go to NetSuite EPM > Profitability and Cost Management > Manage Saved Searches.

   2. Click Customize or Edit next to the Accounts metadata saved search of your choice.

   3. In the Hierarchy Settings section, check the Exclude Upper Level Hierarchy Members box.

   Important:

   You shouldn't delete the record of account metadata hierarchy directly from NetSuite. If you do, NetSuite recreates it the next time you update the SuiteApp, which overrides your custom settings in Data Exchange.

Related Topics

• Profitability and Cost Management Sync Installation and Setup
• Profitability and Cost Management Sync Configuration Checklist
• Portlets for Profitability and Cost Management Sync

General Notices