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Infor SyteLine Multi-Site Planning Guide (On-premises)
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About this guide
Resulting tools
Planning worksheet
Determining your corporate structure
Creating a flowchart that shows your hierarchy
Creating a SiteEntity spreadsheet
Background information: Corporate structure
Company hierarchies
Multi-site vs. multi-warehouse
Multi-site considerations
Deciding whether you need multi-site
Background information
Financial considerations
Manufacturing considerations
Payroll/Human Resources considerations
Operations considerations
Administration/technical requirements considerations
Warehouses overview
Multiple warehouses
Item stockroom locations
Item/warehouse records
Consignment warehouses
Warehouse default values
Containers
How MRP, APS, and MPS Processor use warehouses
Moving inventory between locations
Counting warehouse inventory
Multi-site per database vs. one site per database
Deciding whether you need sites in separate databases
Entities
Updating the flowchart
Updating the SiteEntity spreadsheet
Background information
Entities overview
Sites that report to an entity
Setup of entities and the reporting structure
Multiple currencies and consolidation
Combined vs. consolidated reporting
Number of sites that are required
Considerations
Updating the flowchart
Creating a list of currency codes
Updating the SiteEntity spreadsheet
Background information
Material transfers between sites
Centralized and decentralized order entry
Functions where entity data is not available
Using multiple currencies
Physical requirements
Using the same forms data for multiple sites
Updating the SiteEntity spreadsheet
Background inforrnation
Using the same objects data for multiple sites
Updating the SiteEntity spreadsheet
Background information
Grouping sites
Example
Creating a list of potential groups
Updating the SiteEntity spreadsheet
Background information: grouping sites
Intranets
Considerations: intranets
Reviewing your physical requirements for intranets
Updating the SiteEntity spreadsheet for intranets
Background information: intranets
About intranets
Sending or receiving Business Object Documents from multiple sites on an intranet
TaskMan monitoring of sites
Web rendering
Considerations: Web rendering
Actions: Web rendering
Grouping and managing configurations
Considerations: grouping and managing configurations
Adding configuration names and groups to a spreadsheet
Determining the configuration groups that you need
Determining which server is the configuration server
Background information: grouping and managing configurations
Configuration names
Configuration server
Configuration groups
Sharing data between sites
Considerations: Sharing data between sites
Updating the flowchart
Creating a ReplicationRules spreadsheet
Background information: Sharing data between sites
Replication with multiple sites per database
Default replication categories
Replicating Site Admin
Replicating A/P and A/R
Replicating multi-site information for Home forms
Replicating Manufacturer Item
Replicating Centralized Order Entry and Inventory/Transfers
Sharing vendors, customers, or items between sites
Replicating financial information
Replicating dimensions
Replicating shared currency
Replicating planned transfer orders (Planning)
Replicating external financial (EXTFIN) data
Initializing parameter table data
Replicating Invoice Builder data
Replicating Journal Builder data
Replicating Purchase Order Builder data
Replicating Voucher Builder data
Replicating Customer and Vendor Portal data
Replicating Service data
Replicating data via BODs (ESB)
Recommended transactional replication rules
Sharing some data through master sites
Considerations: Sharing some data through master sites
Updating the flowchart
Creating a list of the tables or categories controlled by the master site
Updating the SiteEntity spreadsheet
Updating the ReplicationRules spreadsheet
Background information: Sharing some data through a master site
Intranets with shared tables and master sites
Shared _all tables
Shared user tables
Frequently asked questions about shared tables and master sites
Maintaining customer, vendor or item data for other sites in the intranet
Frequency of data replication
Updating the ReplicationRules spreadsheet
Background information: Frequency of data replication
Replication Rules form
Using the Application Event System
Considerations: Application Event System
Background information: Application Event System
Monitoring events
Add-on products and modules
Updating the flowchart and spreadsheets
Background information
APS
Analytics
Country packs and localizations
Credit Card Interface
DataViews and Critical Numbers
EDI
Microsoft Excel add-in
Factory Track
Global Financials (Varial)
BOD-enabled applications (ION)
Industry packs
Mobile
Office Application Search Service
Outlook
Configure Price Quote (CPQ)
PLM
Portals
Warehouse Management (WM) module
Service
Licensing
Considerations: Licensing
Creating a License spreadsheet
Naming rules
Considerations: Naming
Updating the flowchart and spreadsheets
Determining prefix use for records in different sites
Background information
Prefixes
Item numbers
Incorporating later changes
Revising your flowcharts and spreadsheets
Background information
Changes to your reporting structure
Replication overview
About replication
_All tables
Replication categories and rules
Using categories with rules
Point to point replication
Intranets
Transport protocol
Master sites and shared tables
Multiple sites in one database
Replicating _all tables
Replicating base tables
Replicating shared tables
Replication category tables
A/P category
A/R category
CCI Centralized Order Entry category
Centralized Order Entry category
Customer Portal category
Dimensions category
ESB category
EXTFIN category
EXTFIN Customer category
EXTFIN Vendor category
G/L category
Initialize _All Parameters category
Inventory/Transfers category
Invoice Builder category
Journal Builder category
Ledger Consolidation category
Ledger Detail category
Manufacturer Item category
MTD category
Multi-Site Home form categories
Multi-Site BOM Builder category
Multi-Site Customers category
Multi-Site Items category
Planning category
PO - CO - Across Sites category
Purchase Order Builder category
Service - Global Incidents category
Service - Global Scheduling Shared Partners category
Service - Global Service History category
Service - Global Units category
Service - Multi-Site SRO Copy category
Shared Currency category
Site Admin category
Vendor Portal category
Voucher Builder category
<Glossary>
A/P
A/R
APS
Asynchronous replication
ATP
BOD
BOM
CO
Configuration server
CPM
CPQ
CTP
Data collection
EAM
EDI
Entity
FOB
Form
G/L
Intranet
Intranet licensing
Landed cost
License module
Lot-tracked item
Master site
MRP
Multi-site table
Non-transactional replication
PLM
PO
PortalSiteGroup data source
PrimarySite data source
Pro forma invoice
Pull transaction
Push transaction
Replication
Site
Synchronous replication
Token
Transactional replication
Trigger
View
WIP
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