About Site Groups
Site groups can also include entities when needed. For example, you might want to perform manual replication of data to a group that includes entities.
Setting Up Site Groups
The system automatically creates one group that just contains the current site. If you used the SM-Plus Configuration Wizard to link your system as multi-site, you might have created an additional group containing a set of linked sites and entities. You can create more groups on the Site Groups form.
Setting Up Defaults
You can set up a specific site group to display as the default value on certain forms as follows:
General Parameters
You must enter a site group in the General Parameters form. This becomes the default site group value on these forms:
- 1099 Form Printing Report
- A/P Payment Generation
- Accounts Payable Aging Report
- Accounts Receivable Aging Report
- Cash Requirements Report
- Customer Statements Report
- EU Sales List Report
- Financial Statement Output
- General Ledger by Account Report
- Order Status Report
(Users can change the site group on the forms.)
Users
You must enter a site group for each user in the Users form. This value becomes the default site group value shown when that user opens the Item Availability form.
If the user_local table is not shared in the Intranet Shared User Tables form, then you must update the Multi-Site Group field at each site where the user record exists, even for sites in the same database.
Accounts Payable Parameters
You must enter a site group in the Accounts Payable Parameters form. Only records from sites that are included in this site group will display on these forms:
- A/P Posted Transactions - Summary and Detail (if you select "Show Site ID")
- A/P Quick Payment Application
Accounts Receivable Parameters
You must enter a site group in the Accounts Receivable Parameters form. Only records from sites that are included in this site group will display on these forms:
- A/P Posted Transactions - Summary and Detail (if you select "Show Site ID")
- A/R Quick Payment Application
- Returned Checks
On the A/R Payment Distribution form, the Site field value is validated against the list of sites in the site group specified on the Accounts Receivable Parameters form.
No Default
These forms have no default value:
- A/R Finance Charge Generation
- Item Product Code Sales Analysis Report
- Journal Transaction Report
- Manual Replication Utility
- Purge Transfer Orders
- Order Credit Hold Change
- Rebalance Customer Balances