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.

The system automatically creates one group that just contains the current site. If you used the CloudSuite Industrial 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.

Defaults

You can set up a specific site group to display as the default value on certain forms as shown in this table:

Form	Description
General Parameters	You must specify 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 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/R 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 for the site group.

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, only records for the current site are considered.