Sets

You use the Sets application to create a framework to share item data and company (vendor) data across multiple organizations.

The item and company master records exist at the organization level so that organizations can share the same data. These records are stored in sets, which are stored at the database level.

Grouping items into sets allows users to transfer items among sites within different organizations. Grouping companies into sets ensures that all sites and organizations use consistent names for vendor companies and that accurate consolidated vendor reporting can be performed. The following table describes item sets and company sets.
Table 1. Item sets and company sets
Type of set Description
Item set
  • Lets organizations choose from a common set of items.
  • Unique identifiers are required for each item set and for each item in the set.
  • Items that you create are cataloged into the item set that is associated with the same organization to which your default insert site belongs.
Company set
  • Ensures that all sites and organizations use consistent names for vendor businesses.
  • To negotiate the best prices with vendors, company sets allow you to consolidate vendor reporting and share pricing information when you purchase products or services.