Reference Data Sets in Receivables
Use reference data sets to share the values in your Receivables reference data objects either across business units or within one business unit only.
Receivables includes a predefined Common reference data set. Use the Common set to share reference data that you want to make available to all business units. For example, you can make the transactions types and transaction sources created in each business unit available to all other business units.
Create business unit-specific data sets for reference data for use by one business
unit only. For example, each business unit may want to create and maintain its own
salespersons and memo lines data.
Note: You must create
business unit-specific reference data sets for Customer Sites and Customer
Account Relationships. All other reference data objects can use the predefined
Common set.
This tables lists the reference data objects in Receivables that are assigned a
reference data set.
| Reference Data Object | Method of Sharing |
|---|---|
| Transaction Types | Common Set or BU-Specific |
| Transaction Sources | Common Set or BU-Specific |
| Payment Terms | Common Set or BU-Specific |
| Remit-to Addresses | Common Set or BU-Specific |
| Memo Lines | Common Set or BU-Specific |
| Salespersons | Common Set or BU-Specific |
| Customer Sites | BU-Specific Only |
| Customer Account Relationships | BU-Specific Only |
| AutoCash Rule Sets | Common Set or BU-Specific |
| AutoMatch Rule Sets | Common Set or BU-Specific |
| Application Exception Rule Sets | Common Set or BU-Specific |
| Revenue Scheduling Rules | Common Set or BU-Specific |
| Revenue Contingencies | Common Set or BU-Specific |
| Lockboxes | Common Set or BU-Specific |