Infor SyteLine Multi-Site Implementation Guide (Cloud)

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Multi-site checklist
Planning
Adding sites and entities
Adding a site to an existing database
Setting domestic currency
Setting up replication at sites
Setting up transactional replication
Reviewing the predefined intranets
Defining linking between sites for transactional replication
Reviewing the links between sites
Setting up replication categories and rules for transactional replication
Setting up a master site
Setting up the master site
Setting up licensing at sites
Enabling optional modules
Viewing sites where users are connected
Setting up accounts and financial reporting hierarchies
Setting up the financial reporting hierarchy
Setting up accounts
Multiple financial sets of books
Setting up financial statements
Setting up parameters and codes
Modifying site groups
Setting up countries and states
Setting up currency
Setting general parameters
Setting up bank codes
Setting system parameters
Setting up users and authorizations
Setting up shared user tables
Setting up password parameters
Adding common users
Adding external users
Setting up supporting data
Simplifying the data load process
Setting up operational data
Data loads and replication
Setting up shared customers, vendors, and items
Adding shared customers through a master site
Adding shared items through a master site
Adding shared vendors through a master site
Copying customers, vendors, or items through a master site
Adding shared customers, vendors, and items without a master site
Adding shared customers without a master site
Adding shared (global) vendors without a master site
Adding shared (global) items without a master site
Alternative methods for copying records
Setting up employees
Setting up other operational data
Using different images in different sites
Setting up other modules and products
Troubleshooting
Handling replication errors
Errors during transactional replication
Replication troubleshooting checklist
Common replication solutions
Forms and utilities that are used to troubleshoot replication
Data load to and from spreadsheets
Requirements for loading data from spreadsheets
Exporting data from a form to a spreadsheet
Importing data from a spreadsheet into a form
Changing the master site
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