Replicating Centralized Order Entry and Inventory/Transfers

The Centralized Order Entry and Inventory/Transfers categories are generally replicated between sites. For a better understanding of how the Centralized Order Entry and Inventory/Transfers categories may be used, see Centralized and decentralized order entry.

For these categories, you must specify some intra-entity and inter-entity account numbers on the Inter-Site Parameters form.

When you replicate A/R or Centralized Order Entry, the custaddr_mst table is replicated. Thus, when a user in the Customers form at any site updates certain customer information such as the billing address, the change is made for that customer at all other sites. You may want to set up SyteLine authorizations to limit the users who can modify customer information. The same thing is true for the A/P category and the vendaddr_mst table.

Replicating credit card information

If you have a multi-site system with centralized order entry and the Credit Card Interface is available, your users can enter and validate credit card information from a centralized site, and then later charge the card from a different shipping site where the invoice is generated. Be aware of these rules:

  • This feature does not apply to service orders, only to customer orders
  • Your company must have a single merchant account that is used by all of your sites. Therefore, the gateway access and other settings in the CCI Parameters form must be the same in every site.
  • Stored credit card information is not replicated. It is stored only at the order entry site.

To turn on this feature, use these steps:

  1. Ensure that replication rules are created that include both of these replication categories:
    • Centralized Order Entry
    • CCI Centralized Order Entry
  2. On the Replication Rules form, set up the shipping sites as target sites that receive both rules from the centralized order entry (source) site, and regenerate the replication rules at all sites.
  3. When a user clicks Pay with Credit Card during order entry, if a successful authorization is received, the system replicates that authorization information to each of the sites that are set up to receive this replication category.