Connect Branch to Site

Explanation

Use this activity to connect a branch to a site. This information is useful when creating customer order invoices. By knowing the site and branch to which a customer order invoice belongs, it is possible to decide on the invoice number series for the customer order invoice. This task is optional and should be performed by a system administrator or equivalent person.

Prerequisites

This activity has the following prerequisites:

• A site must have been created.
• A branch must have been entered in the Branches window in IFS/Enterprise.

System Effects

As a result of this activity:

• The branch will be connected to the specified site.
• The specified branch will be used in conjunction with invoice type and numeration group for creating invoice numbering series.

Window

Site

Related Window Descriptions

Site
Site/Extended Site Info
Site/Extended Site Info/Sales and Procurement
Sites Analysis

Procedure

1. Open the Site window.
2. Query for the site you wish to connect a branch to.
3. On the Extended Site Info/Sales and Procurement tab, select the Branch ID to which the site will be connected from the List of Values.
4. Save the changes.