Accounts Metadata in Profitability and Cost Management Sync

Before you export the Accounts metadata from NetSuite, check the Use Account Numbers preference box by going to Setup > Accounting > Accounting Preferences.

When you import the Accounts metadata to your Profitability and Cost Management, and an account from NetSuite doesn't have an account number, the account name is used instead of the account number.

Important:

To customize the hierarchy of the Accounts metadata, consider checking or clearing the Exclude Upper Level Hierarchy Members box at NetSuite EPM > Profitability and Cost Management > Manage Saved Searches. For instructions, see Customization of Executed Saved Searches in Profitability and Cost Management Sync.

Related Topics

General Notices