SyteLine Shared Services Center ERP Configuration Guide
A shared services center (SSC) model centralizes common business functions like accounts payable, accounts receivable, and payroll processing into a single team serving multiple SyteLine entities. This reduces headcount duplication, standardizes processes, and improves control over transactional operations. Configuring SyteLine to support shared services requires careful setup of cross-entity access, centralized processing workflows, and service charge allocation mechanisms.
Cross-Entity Access and Security Configuration
Shared services staff need access to process transactions in multiple SyteLine entities without switching between separate logins. SyteLine multi-entity security is configured through the User Entity Access form, which grants users permission to view and transact in specific entities. The entity switching functionality in Mongoose allows SSC users to change their active entity context without logging out. Role-based security ensures SSC processors have appropriate permissions in each entity while restricting access to sensitive functions.
- Configure User Entity Access to grant SSC staff cross-entity processing permissions for their functional area
- Set up SSC-specific security groups with standardized permission sets across all serviced entities
- Enable entity context switching in the Mongoose toolbar for seamless navigation between entities
- Restrict SSC access to transactional functions while reserving configuration changes for entity administrators
- Implement segregation of duties controls ensuring SSC processors cannot both create and approve transactions
Centralized AP/AR Processing Workflows
Centralized accounts payable processing routes vendor invoices from all entities to the SSC for matching, coding, and payment processing. SyteLine AP Voucher Entry (SLAPVouchers IDO) supports multi-entity voucher creation when the processor has entity access. Accounts receivable centralization consolidates cash application, credit management, and collection activities. The SSC processes customer payments across entities using the Cash Receipts form with entity-specific bank account references.
- Route vendor invoices to the SSC through electronic invoice capture with entity auto-detection from PO references
- Configure SSC AP workflows with three-way matching (PO, receipt, invoice) and exception handling queues
- Centralize payment runs across entities with entity-specific bank accounts and payment method configurations
- Consolidate AR collections using cross-entity customer aging reports and unified collection activity logging
- Set up SSC performance dashboards tracking invoice processing time, matching rates, and payment cycle metrics
Service Charge Allocation and Cost Recovery
The SSC allocates its operating costs back to serviced entities through monthly service charge journals. Allocation methods include transaction count-based (cost per invoice processed), headcount-based (proportional to entity size), or fixed fee arrangements. SyteLine intercompany journal processing handles the accounting entries, debiting each serviced entity and crediting the SSC entity. Regular service level reporting ensures entities receive transparent visibility into SSC costs and performance.
- Define service charge models per function (AP, AR, payroll) with allocation basis and unit rates
- Auto-generate monthly service charge intercompany journals based on actual transaction volumes per entity
- Configure cost center structures in the SSC entity to track costs by function and service line
- Produce monthly service level reports showing transaction volumes, processing times, and cost-per-transaction
- Review and adjust allocation rates annually based on actual SSC costs and entity consumption patterns
Build an efficient shared services operation on SyteLine. Netray helps design SSC workflows, configure cross-entity access, and implement allocation models.
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