Setting up item defaults for multisite

If you use multisite, the item data includes the global item data at the company level and the local item data at the site and office level.

You can manually specify the item data, or generate the item data from defaults. If you set up defaults, you can restrict the amount of item data that you must specify each time you add an item. The item default setup also includes settings for pushing your data from the global level to the local level. At the local level, you can modify the item data that is retrieved from the global level.

Setup
  1. Segmented item codes

    To use segmented item codes, the item code segments must first be set up in the Segmented Domains (ttgfd4122m000) session in Tools. Next, specify the item code segments in the Item Code Segmentation (tcibd0500m000) session.

  2. Item groups

    Specify the item groups in the Item Groups (tcmcs0123m000) session. Every item must belong to an item group.

  3. Unit sets

    Specify the unit sets for the items in the Unit Sets (tcmcs0106m000) session and link units to the unit sets in the Units by Unit Set (tcmcs0112m000) session.

  4. Default global item data

    Set up global item defaults for a combination of item group and item type in the Item Defaults (tcibd0102m000) and Item Defaults (tcibd0502m000) sessions.

    Click the buttons in the Subentities group box to specify your default global item data also by subentity.

    The buttons refer to these subentities and related sessions:

    • Sales

      Item Sales Defaults (tdisa0102s000)

    • Project

      Item Project Defaults (tppdm0106s000)

    • Ordering

      Item - Ordering Defaults (tcibd2101m000)

    • Production

      Item - Production Defaults (tiipd0102m000)

    • Purchase

      Item Purchase Defaults (tdipu0102m000)

    • Warehousing

      Items - Warehousing Defaults (whwmd4101s000)

    • Freight

      Item Freight Defaults (fmfmd1101m000)

    • Service

      Item Service Defaults (tsmdm2105m000)

    • Quality

      Item Quality Defaults (qmptc0117m000)

    • Tool

      Tool - Defaults (titrp0109m000)

    Note: The availability of default global item data by subentity, which is indicated by a green check mark next to the subentity, does not automatically imply that the global item data by subentity is also created. The global item data by subentity is created only if the Create Item - Sales check box is also selected for the subentity in the Subentities group box of the Item Defaults (tcibd0502m000) session.

  5. Default local item data

    The item defaults can also include local data, such as default sites, sales offices, and service offices. Consequently, in the Item Defaults (tcibd0502m000) session, you can specify the default sites, enterprise units, planning clusters, purchase offices, sales offices, and service offices to link to the previously specified combination of item type and item group.

    The Item Defaults (tcibd0502m000) session includes these tabs:

    • Item Control and Defaults by Site

      On this tab, you can specify and view the default sites that are linked to the item type and item group. Click the Go to details button for a line to specify how item data is controlled and defaulted for the site in the Item Control and Defaults by Site (tcibd1552m000) session.

    • Enterprise Units

      Refers to the Item - Costing Defaults (ticpr0108m000) session. On this tab, you can view the default costing data that is generated based on the enterprise unit that is linked to the warehouse in the Item - Ordering Defaults (tcibd2101m000) session. You must manually specify the default Cost Component Scheme, the Surcharge and the Landed Costs Set. You can also specify new default costing data on this tab.

    • Clusters

      Refers to the Item Planning Defaults (cprpd1110m000) session. On this tab, you can view the default planning data that is generated based on the planning cluster that is linked to the warehouse in the Item - Ordering Defaults (tcibd2101m000) session. You must manually specify the default Order Horizon and the Plan Level. You can also specify new default planning data on this tab.

    • Purchase Offices

      Refers to the Purchase Offices - Item Defaults (tcibd1165s000) session. On this tab, you can specify and view the default purchase offices that are linked to the item type and item group.

    • Sales Offices

      Refers to the Sales Offices - Item Defaults (tcibd1175s000) session. On this tab, you can specify and view the default sales offices that are linked to the item type and item group.

    • Service Offices

      Refers to the Service Departments - Item Defaults (tcibd1185s000) session. On this tab, you can specify and view the default service offices that are linked to the item type and item group.

    To automatically generate the local item data for the linked sites and offices when you specify a new item in the Item (tcibd0501m100) session, select these check boxes in the Item Defaults (tcibd0502m000) session:

    • Create Item by Site Automatically
    • Create Item by Purchase Office Automatically
    • Create Item by Sales Office Automatically
    • Create Item by Service Office Automatically
  6. Default item data by site

    Set up default item data by site. See Item defaults by site.

  7. Default item data by office

    Set up default item data by office. See Item defaults by office.

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