Def-Setup

Setup master files store data lists that are used in lookups on transactions and other master files. Examples include GL Accounts, Customers, Vendors, Items, Carriers, Sites/Warehouses, Price Lists, etc. NLP can walk you through all the applicable setup master files and provide direction and/or assistance on completion but is not responsible for entering the data into the system.

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 master files are uploaded. Upload candidates typically consist of GL Accounts, Customers, Vendors, and Items. Prior to the upload, NLP can assist with upload file audits that are limited to things like data field lengths, required fields are populated, prerequisite master file data exists, no violations of unique records. NLP is not responsible for auditing the contents of the data.