Customer Project Metadata in Profitability and Cost Management Sync
When the Customer Project metadata saved search is executed from Data Exchange, and the parent of the projects is a customer, the saved search returns projects with the hierarchy of the parent customer. If you want all the customer hierarchy returned, you first need to call the Customer metadata saved search, and then this Customer Project metadata saved search. Consequently, your Profitability and Cost Management will have all the customer hierarchy including customers that have projects.
Related Topics
- Metadata Export to Profitability and Cost Management
- Supported Metadata Saved Searches in Profitability and Cost Management Sync
- Accounts Metadata in Profitability and Cost Management Sync
- Class Metadata in Profitability and Cost Management Sync
- Customer Metadata in Profitability and Cost Management Sync
- Department Metadata in Profitability and Cost Management Sync
- Employee Metadata in Profitability and Cost Management Sync
- Item Metadata in Profitability and Cost Management Sync
- Location Metadata in Profitability and Cost Management Sync
- Project Metadata in Profitability and Cost Management Sync
- Subsidiary Metadata in Profitability and Cost Management Sync
- Vendor Metadata in Profitability and Cost Management Sync
- Creating the Hierarchy of Metadata in Profitability and Cost Management Sync
- Optimal Number of Metadata Records to Import to Profitability and Cost Management
- Returning Metadata Hierarchy Based Only on Cloned Saved Search in Profitability and Cost Management Sync
- Account Type Mapping in Profitability and Cost Management Sync
- Item Type Mapping in Profitability and Cost Management Sync