Site Cluster Functionality in IFS Cloud: Setup, Usage, and Business Impact

Introduction

In IFS Cloud, a site cluster is a business structure that groups multiple sites under one administrative umbrella. It simplifies mass creation of inventory parts, ensures consistent defaults across sites, and accelerates multi-site rollouts. Unlike a technical Kubernetes cluster, which manages servers and infrastructure, the site cluster exists for business process efficiency.


What Is a Site Cluster?

A site cluster provides a hierarchical grouping of sites. Nodes represent regions, countries, or divisions. Each node can hold several sites, and cluster-level defaults cascade down to individual sites.

Key benefits:

  • Mass creation of parts across multiple sites

  • Standardization of sourcing, sales, and purchasing defaults

  • Faster onboarding of new sites and acquisitions

  • Reduced manual setup errors


How to Use Site Clusters

Practical applications include:

  • Mass part creation: Define an assortment once and replicate it across all sites in the cluster.

  • Administrative control: Defaults defined at cluster level are inherited by connected sites.

  • Process automation: Streamline procurement, distribution, and warehousing setups across regions.

  • Governance: Reduce risk of fragmentation by enforcing consistent part master data.


How to Configure a Site Cluster

1. Create the Cluster Structure

  • Navigate to Site Cluster in IFS Cloud.

  • Define the root node (e.g. “Europe Operations”).

2. Add Levels and Nodes

  • Add levels to reflect hierarchy (Region → Country → Site).

  • Each node inherits settings from its parent.

3. Connect Sites

IFS Cloud Documentation

  • Connect existing sites via Query Sites or manual entry.

  • Note: Sites must already exist; clusters cannot create them.

4. Link Assortments

Site Cluster _ IFS Community

  • Ensure an assortment structure is active and connected to the part catalog.

  • Parts in the assortment will be created across all connected sites.

5. Apply Defaults

  • Set supplier links, sourcing rules, and sales/purchase part flags in the assortment.

  • Defaults cascade automatically.

6. Validate Permissions

  • Confirm sites are “user-allowed” for the operator running the process.

7. Run Mass Part Creation

  • Open Parts by Assortment and Site Cluster.

  • Select cluster and assortment, then run creation.

Automatic checks include:

  • Sales parts only created if the Do Not Create Sales Part flag is cleared.

  • Purchase parts created only for non-manufactured parts.

  • Supplier parts created if allowed by the flags.


Business Impact

Implementing site clusters delivers measurable value:

  • Speed: Shortens rollout cycles for new sites.

  • Consistency: Standardized part data across the enterprise.

  • Compliance: Enforced defaults for sourcing and supplier rules.

  • Cost savings: Fewer manual errors, less rework, and faster master data setup.


Example Hierarchy

A manufacturer opens new sites in Europe.

Cluster structure:

Site Cluster Schema

When the “Standard Bearings” assortment is applied to “Europe Operations,” all three plants receive identical part numbers, suppliers, and defaults - instantly.


Visual Guides

Diagram 1: Site Cluster Hierarchy

Site Cluster Hierarchy

Diagram 2: Mass Part Creation Flow

Mass Part Creation Flow


Rollout Checklist

Pre-flight

  • Confirm part catalog and assortment are active

  • Define cluster naming standards

  • Confirm sites and user access

Build the Cluster

  • Create cluster root and levels

  • Add nodes for regions/countries

  • Connect sites to nodes

Defaults and Rules

  • Apply supplier and sourcing defaults

  • Set sales/purchase part flags

  • Record defaults in change log

Mass Creation Run

  • Test run first, review logs

  • Fix errors, rerun in production

  • Monitor execution results

Governance

  • Assign business and data owners

  • Weekly drift detection

  • Periodic audit of created parts

Validation After Go Live

  • Verify part attributes in sample sites

  • Check supplier links and pricing

  • Confirm warehouse and planning defaults

Rollback

  • Export created part IDs per site

  • Maintain rollback scripts

  • Keep backup references


Quick Reference for Training

Roles

  • Data steward runs assistants

  • Business lead approves defaults

  • IT monitors logs

KPIs

  • Time to enable a new site

  • Error rate during mass creation

  • Number of mismatched attributes found in audits


Conclusion

The site cluster is more than a configuration tool. It’s a strategic enabler that helps enterprises scale faster, enforce consistency, and govern master data effectively. Used properly, it turns what used to be tedious, error-prone setup work into a streamlined, controlled process that grows with the business.