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Customer Sites and Site Uses

Customers often operate at multiple locations, and each location may serve a different business purpose — one site for billing, another for shipping, a third for both. FAR handles this with a two-level hierarchy: customer sites and customer site uses.

Customer sites​

A Customer Site links a FAR customer to a party site in PRM. The party site holds the physical address and contact details, while the customer site adds FAR-specific attributes:

  • Customer site name — an optional label for the site within the FAR context
  • Status code — tracks whether the site is active or inactive

Each customer site belongs to an organisation within the tenant and references the underlying PRM party site.

Customer site uses​

A Customer Site Use defines the business purpose of a customer site. Common purposes include:

  • Bill-to — the site receives invoices
  • Ship-to — the site receives goods or services

Site-use purpose codes are managed through a lookup with i18n support, so additional purposes can be configured without code changes.

Term overrides​

Site uses can override the customer-level defaults for:

  • Freight terms — shipping terms specific to this site use
  • Payment terms — payment schedule specific to this site use
  • Price list version — pricing specific to this site use

When a transaction is created, the system checks for site-use-level overrides before falling back to the customer defaults. This means a single customer can have different payment terms for different billing locations without needing separate customer records.

Authorisation​

Customer sites and site uses inherit authorisation from the underlying PRM party structure. The platform controls visibility, ensuring users only see sites and site uses they are permitted to access.

Further reading​