About Site Groups

Use multi-site groups to combine data for sites performing related functions - for example, A/R payment generation or subcomponent manufacturing. Sites in a group do not have to be reporting to the same entity, but they do need to be sharing the appropriate data through replication.

See this Example.

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 SyteLine 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 the following forms:

1099 Form Printing Report
A/P Payment Generation
Accounts Payable Aging Report
Accounts Receivable Aging Report
Cash Receipts Due Report
Cash Requirements Report
Customer Statements Report
Dunning Report
EU Sales List Report
Financial Statement Output
General Ledger
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_mst 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 the following 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 the following 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

The following 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

NOTE: If you leave the Site Group field blank on a form where it is not required, the system looks only at records for the current site.