You create an item or company set to enable the sharing
of item master and company master information between organizations.
Before you begin
In the Sets application, you view organizations that are associated
with sets. Before you can view the organization, you must use the
Organizations application to assign the set to at least one organization.
About this task
You can create an unlimited number of sets. Multiple organizations
can use the same item set or company set.
Procedure
- In the Sets application, click New Row.
- Provide the name of the set. The name must be unique for
all sets; an item set and a company set cannot have the same name.
- Optional: Provide a description of the set.
- Specify a value for the type.
- Optional: If you specified COMPANY as the value
for type, select the Automatically Add Companies to Company
Master check box to automatically create a company master
record. A company master record is then created whenever a user adds
a company in the Companies application. If you do
not select this check box, users must add companies in the Company
Master application.
- In the Default Item Status field,
specify the status that you want new item master, service item, and
tool records to have.
- Click Save Sets. After
you save the record, the only fields that you can edit are the Sets
Description field and, for a company set, the Automatically
Add Companies to Company Master check box.
What to do next
After you create a set, you use the Organizations application
to assign the set to an organization.