leveraging your syspro investment
TRANSCRIPT
www.syspro.comCopyright © 2014 SYSPRO All rights reserved.
Leveraging Your SYSPRO Investment
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Triggers
Events
e-Signatures
Workflow
Automating/scheduling programs and reports
Contact Management
Power Tailoring
When one action occurs, automatically trigger another action
Examples:
Notification: after credit note added, inform sales manager via SYSPRO Message Inbox
Reminder: remind operators to add Price Codes after creating a Stock Code
Automatically performs an action when a condition is met
Examples:
Business Scenario Condition Action
Replenishment (kanban)
Stock falls below Min Inform Buyer using SYSPRO Message Inbox
Job costing Posted job cost exceeds expected job cost
E-mail Production Mgr
Order fulfilment PO received is linked to SO
E-mail Sales Clerk
Hundreds of activities/transactions across all modules
Configure triggers (and/or security) against each activity
VB script
SYSPRO program
SRS report
Write to operator’s SYSPRO Message Inbox
Conditional logic using fields associated with activity
Including master fields and Custom Form Fields
Example: if our best customer cancels an order, e-mail Sales Manager
Activity: S/O cancelled
Condition: Customer = 1 (Bayside Bikes)
Trigger: Send e-mail
Build sophisticated workflows to match your business processes
Visual designer, like a flowchart
Use powerful conditions and rules
Uses SYSPRO e.net to read/write data
Monitor workflow status (e.g. waiting on Mary’s action)
Audit trails
Workflow versioning (e.g. when business processes change)
Automate and schedule SYSPRO programs
Pre-set desired selection options when program runs
Run program from SYSPRO Tasks menu or Windows Task Scheduler
Automate and schedule SRS reports
E.g. daily, weekly, monthly
Pre-define runtime selections, e-mail recipients, etc.
Track information/activities about companies (Accounts) and people (Contacts) you do business with
Customers, suppliers, prospects, consultants, competitors, etc.
Powerful, flexible Contact Management Query
Improved visibility:
Proactive intervention by management
Improves relationships
Reduces duplication of efforts
Licensed per Contact Management user, not SYSPRO user
Convert Accounts to customers, suppliers
Optional Outlook integration
SYSPRO 7 Favorites as tiles
Group tiles by Categories
Easy to create: drag programs onto Favorites menu
Customizable tiles: colours, icons, etc.
Resequence tiles
Create visual flowchart menus to match your business processes
Flowcharts launch SYSPRO programs
Easy to create; drag/drop, right-click
Ensure users don’t miss steps
Faster/easier training of new users
Add panes of information inside a screen, instead of viewing in separate window
Less clicking, fewer windows open, greater visibility of information
Select from many pre-built panes
Add pane using right-click, no development/scripting required
Pre-built panes can be customized using VB script
Easily format columns based on conditions you specify
Make important data stand out
Right-click; no scripting/development required
Example: in Customer Query, highlight all invoices >$5000
Easily add buttons to toolbars using right-click
Launch SYSPRO programs or external programs
Fit SYSPRO to your business process
Save time and mouse clicks
Example: add S/O Entry button to S/O Query screen
Insert Help inside a SYSPRO program, instead of opening separate Help window
More convenient, saves time
New users become self-sufficient faster
Insert your own help text in a SYSPRO program
Text is per field
Text appears on screen when you tab into field
Ensure users follow your business process; fewer errors
Easier/faster training of new users
Example: In Job Entry, display help text explaining how your company uses Job Priority field