“Setup” master files store data lists that are used in lookups on transactions. Examples include GL Accounts, Customers, Vendors, Items, Carriers, Sites/Warehouses, Price Lists, etc. NLP will walk you through all the applicable Setup master files and provide direction and/or assistance on completion.
Some master files are so large that it may make sense to upload them directly. NorthScope has tools for users to upload data directly from Excel. This can be a faster way to get data into the system but does not ensure the data was properly “scrubbed” before uploading. Careful consideration should be given before any Setup master files are uploaded. Upload candidates typically consist of GL Accounts, Customers, Vendors, and Items. NLP can assist with auditing the data prior to upload, setting up prerequisites, assisting with the File Imports tools, and/or directly inserting large datasets into the database.