Create Reference Data Sets

Reference data is organized into reference data sets. You create reference data sets in the Manage Reference Data Sets page in Setup and Maintenance.

Use the following procedure to create reference data sets. In a later step, you assign them to business units. If you have already created reference data sets, you can skip this step.

  1. Sign in as a setup user or as the sales administrator.

  2. In Setup and Maintenance, go to the Sales offering and search for the Manage Reference Data Sets task.

  3. Click the new icon, or select New from the actions menu.

  4. On the Manage Reference Data Sets page, enter the appropriate data in the following fields:

    • Set Code: Enter a unique code.

    • Set Name: Enter the name of the set.

    • Description: Enter a description of the set.

  5. Click Save and Close.