Global Items

Note: In the following description, "shared sites" means the Centralized Order Entry category and/or the Inventory/Transfers category are being replicated between the sites.

Use this form to specify default item information to be shared across sites. When an item is added to a site (and the item does not already exist in any other shared site), the item is also added as a "Global Item" and displays in the Global Items form. On this form, you can specify default values to use when the same item is later added to other shared sites.

For example, you add item XYZ to site A through the Items form. Item XYZ is a new item and does not previously exist at any other shared site. The system also automatically creates a Global Items record for item XYZ. This record contains the item number and description, unit of measure, and shipping site for item XYZ. The Global Items record is replicated from Site A to all other shared sites (including Site B).

You can change the item's description, U/M or shipping site field values on the Global Items form. This will not change the values of these fields for any existing item XYZ at any site; however, the new values will be used as defaults for any later additions of item XYZ at shared sites where XYZ does not currently exist.

The Global Items description and unit of measure display (and may be updated) when item XYZ is added on the Items form at Site B. This allows you to have consistent item numbering in shared sites. The Global Items shipping site displays (and can be updated) on the Customer Order Lines form at Site B when a user enters an order for item XYZ.

Typically shared sites have identical Global Items default values when all sites are within the same country. In the case where sites are in different countries, the Description and U/M fields can be updated as required.

This form can be used with either the Items form or the Multi-Site Items form to pull in default values.