Adding shared (global) items without a master site

When an item record is added in one site, it does not automatically populate in other shared sites. If you want an item to exist in multiple sites, first create it in one site and then add the existing item into other sharing sites using these steps:

Note: In the following description, "sharing sites" means the Centralized Order Entry category and/or the Inventory/Transfers category are being replicated between the sites.
  1. In one site, go to the Items form and add and save the items. The item numbers, descriptions and U/M values are replicated to sharing sites - but the new items will not automatically appear in the Items form at the sharing sites. This information will, however, appear in the Global Items form at the sharing sites.
  2. In the sharing sites, go to the Items form and select Actions > New.
  3. Specify the item number. The system enters the default values from the Global Items form into these fields: Item, Description, and U/M.
  4. Fill in the rest of the item record manually at the sharing site.

The Global Items form also contains a default Shipping Site, which is used to determine how the Customer Order Line ship site defaults when entering a centralized order for the item.

Typically, shared sites have identical Global Items default values when all sites are within the same country. If sites are in different countries, the Description and U/M fields can be updated as required.