Assign Sites (tcemm0250m000)

Use this session to assign sites to entities.

Note

This session is only available if the Sites parameter in the Implemented Software Components (tccom0100s000) session is set to Enterprise Model in Preparation.

  1. Use the fields in the Selection Range group box to select address data.
  2. In the Entities group box, select the types of the entities to which you want to assign sites.
  3. In the Site Selection Level group box, select the address attributes based on which to select the sites to be assigned. Sites are assigned to entities with matching address attributes.
  4. In the Options group box, select the assignment options as required.
  5. Click Assign to start the site assignment process.
Note

To assign a site to an entity, settings by site must be present for the entity, otherwise the site cannot be linked to the entity. For example, you cannot link a site to a production department if production settings by site are not present.

Simulated or actual site assignment

To run a simulation of the assignment process and view a report of the results without actually assigning sites:

  1. Select the Simulate and Print Updated Entities check boxes.
  2. Optionally, to print an error report, select the Print Error Report check box.
  3. Click Assign.

To run the actual assignment process:

  1. Clear the Simulate check box.
  2. Optionally, to print a report of the results of the assignment process, select the Print Updated Entities check box.
  3. Optionally, to print an error report, select the Print Error Report check box.
  4. Click Assign.

Related topics

 

Address Code

The address code.

Country

Countries are the national states where your suppliers and customers are located. For each country you can define the country code, international dialing, telex, and fax codes.

Countries are part of the data that you must set up for tax reporting. In addition, items can be grouped and selected according to their country of origin.

ZIP Code/Postal Code

A number that identifies each postal delivery area.

ZIP codes are used:

  • To sort customer data by address/area.
  • To determine in which taxation jurisdiction the address is located.
  • To calculate the distances between delivery addresses.

ZIP codes are printed on forwarding documents on which no further address data is printed. The ZIP/postal code does not appear in the address lines on order documents.

State/Province

The site's state or province.

City

The site's city.

GEO Code

The code used together with or instead of address information such as the city, state/province, and postal code to identify a taxing jurisdiction.

The tax provider determines the GEO code based upon the address information entered and the county and city selected.

Warehouses

If this check box is selected, sites are assigned to this type of entity if the sites match the criteria specified in the Selection Range and Site Selection Level group boxes.

Site Selection Level

The address data used to select the sites to be assigned to the types of entities selected in the Entities group box.

Simulate

If this check box is selected, the site assignment process is run in simulation mode when you click Assign. Sites are not actually assigned. To print a report that shows how the site assignment will look based on the settings specified in this session, select the Print Updated Entities check box.

Print Updated Entities

If this check box is selected, a report is printed showing the entities to which sites have been assigned.

Print Error Report

If this check box is selected, a report is printed showing the errors that occurred in the site assignment process

Print Detailed Log (on Error Report)

If this check box is selected, a detailed error report is printed.

 

Assign

Launches the site assignment process.