Activate sites - In preparation, generate item default data

The first steps of the second stage of the site activation process comprise adding sites to item default data. These steps are optional, skip these steps if no item default data is defined for your multicompany structure.

Step 1. 

Click In Preparation on the Sites tab in the Multisite Concepts Activation (tcemm4600m000) workbench session. Consequently, the status of the concept changes to In Preparation.

Step 2. 

  1. Generate default item data by site.

    This is done in the Generate Master Data (tccom0231m000) session. This session is only available if the site activation status is In Preparation.

    Recommended procedure:

    1. Select these check boxes:

      • Item Defaults (in the Item Defaults column)
      • Simulation
      • Process Report
      • Error Report
    2. Click Generate.
    3. Check the process and error reports and correct any errors before actually generating master data. The error report is only generated if errors occur. You can repeat running the simulation until all errors are corrected.
    4. Select the Planning Defaults check box and repeat the previous steps.

    The resulting item by site default data is maintained in the Item Control and Defaults by Site (tcibd1552m000) session. See Generating item default data by site.

  2. Define item default data by sales, purchase, or service office.

    For purchase offices and service offices, this is only required if the default data by office differ from the local default data. However, if the Items Service by Office is Mandatory is selected in the General Service Parameters (tsmdm0100m000) session, defining item default data is mandatory for service offices.

    This is done manually:

    1. In the Item Defaults (tcibd0502m000) session, define an item type and item group combination.
    2. Add default data to this combination.
    3. Add sales, purchase, and service offices to this combination.

    Consequently:

    • Based on the default data, item data by sales office is generated during the activation process. This also applies to service offices if the Items Service by Office is Mandatory is selected in the General Service Parameters (tsmdm0100m000) session. For purchase offices, no item data is generated, you must manually specify this data.
    • After the Sites concept is activated, when you create a new item based on the item defaults, item data by the sales or service office is generated. For purchase offices, no item data is generated, this must be created manually.
  3. Define item default data by site and subentity.

    This is done as follows:

    1. In the Item Defaults (tcibd0502m000) session, specify a site.
    2. In the Item Control and Defaults by Site (tcibd1552m000) session, select the relevant Create check boxes to specify the subentities for which default item data related to the site must be generated.
Step 3. 

Validate the default data by checking the Item Defaults check box and clicking Validate in the Validate Master Data for Multisite (tccom0230m100) session.

The Validation Information report in this session lists the validation checks performed.

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