Account Type Mapping in Planning and Budgeting Sync

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, find NSPB | Account Type Mapping.

3. Click New Record for this record type.

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

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

6. To map to a specific parent or child account member in Planning and Budgeting, enter the relevant account number in the Source Account Number field.

   Note:

   Adding a unique account number lets you map the same NetSuite account type to more than one Planning and Budgeting account type. You can find the account number at Lists > Accounting > Accounts.

   Important:

   When you set an account number in the account type mapping, it takes priority and is used instead of the source account type. If no account number is defined, the existing logic based on account type is used.

7. Click Save.

   Note:

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

8. Click List in the upper-right corner of the page to see all mappings you've created.

Related Topics

• Metadata Export in Planning and Budgeting Sync
• Supported Metadata Saved Searches in Planning and Budgeting Sync
• Item Metadata
• Vendor Metadata
• Location Metadata
• Accounts Metadata
• Class Metadata
• Customer Metadata
• Department Metadata
• Project Metadata
• Customer Project Metadata
• Employee Metadata
• Subsidiary Metadata
• Custom Segment Metadata
• Creating the Hierarchy of Metadata in Planning and Budgeting Sync
• Optimal Number of Metadata Records to Import
• Returning Metadata Hierarchy Based Only on Cloned Saved Search
• Item Type Mapping in Planning and Budgeting Sync

General Notices