Creating item sets or company sets

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

  1. In the Sets application, click New Row.
  2. 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.
  3. Optional: Provide a description of the set.
  4. Specify a value for the type.
  5. 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.
  6. In the Default Item Status field, specify the status that you want new item master, service item, and tool records to have.
  7. 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.


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