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:
-
Go to Customization > Lists, Records, & Fields > Record Types.
-
In the list of record types, locate the NSPB | Account Type Mapping record type.
-
Click New Record for the record type.
-
From the Source Account Type list, select the account type you want to map from NetSuite to your Planning and Budgeting.
-
In the Target Account Type field, enter the name of the account type in your Planning and Budgeting you want to map to.
-
Click Save.
Note:If you create a duplicate mapping record, the latter record is used in the generated saved search result.
-
Click List in the upper-right corner of the page to view the mapping you have created.