Define Default Reference Data Sets

Assign a default reference data set to a new business unit. This default set will then be assigned to all the reference data objects for the business unit, such as such as payables payment terms, and receivables accounting rules.

To assign the default set, select an existing reference data set or create a new one.

Creating Default Reference Data Sets for a Business Unit

Use the Create Business Unit or the Edit Business Units pages to create a reference data set.

The creation of the reference data set for an existing business unit will not impact the actual sets previously assigned to the business unit. If you want to use the newly created set for your existing business unit use the Manage Set Assignments task, and assign the set to each reference data object you want to change.

Note: You must use the Manage Set Assignments task to assign the set to each specific reference data object that you want to change. In order to activate the set assignments, you must save the record, even if you have not made any updates.