Background information: Corporate structure

You can perform these multi-site functions in SyteLine:

• Move or transfer material or items between sites or warehouses
• Combine data from sites at financial entities
• Ship to common customers and receive from common vendors
• Share administrative functions between sites
• Centralize payment processing (between sites having the same currency)
• View Accounts Payable and/or Accounts Receivable transactions across sites
• Centralize customer order entry
• View item availability across sites
• Create or update vendors, items or customers at one site for multiple sites
• Create purchase orders at one site for multiple sites, allowing for accumulation of like items in order to get quantity breaks from vendors
• Create and post invoices at one site for multiple sites
• Create vouchers and adjustments from one site for multiple sites when generating vouchers from PO Receipts. (Multi-site vouchering is not available for manual vouchers and adjustments.)
• Create journal entries at one site for multiple sites
• Automate demand and source vendor site PO-CO processing
• View “Home” form information across sites
• Copy an item's bill of materials (BOM) between sites.
• Use "builder" forms to enter manual journal entries, vouchers, purchase orders, invoices and credit memos for multiple sites at a central location
• Determine which site and warehouse is best for shipping orders, based on distance, quantity available, and planned production time
• (on premises only) Maintain and validate licensing across sites on an intranet

Logically, a site is any place where work is done.

Thus, a site can correspond to company headquarters, a manufacturing plant, a distribution center, or a legal company that requires financial reporting. Even if all of these facilities share a single physical building, each may be considered a logical site.

Sites can report to financial reporting units called entities. An entity is a separate instance that maintains accounting periods, chart of accounts, and currency, and reports on its consolidated ledger and budgets. Sites can report to only one entity, and they must share characteristics with the entity such as account numbers and base (domestic) currency.

For more information about setting up and using entities, and making sites report to them, see the background information in Entities.

The initial site in a database is defined during SyteLine installation. Additional sites and entities are added through the Site Management form. Additional information about each site and entity, as well as the linking between sites, can be set up on the Sites/Entities form.

This information includes the intranet used by the site and any linked sites. You can use other forms to set up replication rules to transfer data between sites, or you can specify master sites that maintain data for multiple sites.

For information on these features, see Sharing data between sites and Sharing some data through master sites.

You can also set up site groups to combine data for sites performing related functions, for example, AR payment generation or subcomponent manufacturing. Sites in a group do not have to report to the same entity, but they do need to share the appropriate data through replication. See Grouping sites.

You can add sites later, as required by your situation.

You can also create new entities, add a new site to an existing entity, and/or move sites from one entity to another.