Defining replication rules

This requirement is for only multi-site implementations.

In each site used by the portal, use the Replication Rules form to define replication rules. Replication allows certain records created in the Primary Site to be added automatically to other sites in the portal site group.

For the Customer Portal, these replication categories must be active for full functionality, with data being replicated across all sites in the Customer Portal site group:

  • A/R
  • Centralized Order Entry
  • Customer Portal

Also, the same customer number must be used to represent the same customer across all sites in the Customer Portal site group.