About Site Groups
Use multi-site groups to combine data for sites performing related functions - for example, A/R payment generation or subcomponent manufacturing. Sites in a group do not have to be reporting to the same entity, but they do need to be sharing the appropriate data through replication.
See this Example.
Site groups can also include entities when needed. For example, you might want to perform manual replication of data to a group that includes entities.
The system automatically creates one group that just contains the current site. If you used the CloudSuite Business Configuration Wizard to link your system as multi-site, you might have created an additional group containing a set of linked sites and entities. You can create more groups on the Site Groups form.
Defaults
You can set up a specific site group to display as the default value on certain forms as shown in this table:
| Form | Description |
|---|---|
| General Parameters | You must specify
a site group in the
General Parameters form. This becomes the
default site group value on these forms:
Users can change the site group on the forms. |
| Users | You must enter a
site group for each user in the
Users form. This value becomes the default
site group value shown when that user opens the
Item Availability form.
If the user_local_mst table is not shared in the Intranet Shared User Tables form, then you must update the multi-site group field at each site where the user record exists, even for sites in the same database. |
| Accounts Payable Parameters | You must enter a
site group in the
Accounts Payable Parameters form. Only
records from sites that are included in this site group will display on the
following forms:
|
| Accounts Receivable Parameters | You must enter a
site group in the
Accounts Receivable Parameters form. Only
records from sites that are included in this site group will display on the
following forms:
On the A/R Payment Distribution form, the Site field value is validated against the list of sites in the site group specified on the Accounts Receivable Parameters form. |
No Default
These forms have no default value for the site group.
- A/R Finance Charge Generation
- Item Product Code Sales Analysis Report
- Journal Transaction Report
- Manual Replication Utility
- Purge Transfer Orders
- Order Credit Hold Change
- Rebalance Customer Balances