Leveraging Your SYSPRO Investment
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This document discusses how to leverage your SYSPRO ERP investment through automation, workflows, and customization. It provides examples of how to automatically trigger actions when conditions are met, such as notifying managers of cancelled orders. Workflows can be created to model business processes with conditions, rules, and audit trails. Reports and programs can be automated and scheduled. Contact management allows tracking of customer and supplier information. The interface can be customized with favorites, flowcharts, on-screen help, and more to match business needs.
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Leveraging Your SYSPRO Investment
- 1. www.syspro.com Copyright © 2014 SYSPRO All rights reserved. Leveraging Your SYSPRO Investment
- 2. Please type your questions in the Q & A entry area in GoTo Webinar Questions will be answered at the end Attendees will receive access to the recording and slide deck
- 3. Triggers Events e-Signatures Workflow Automating/scheduling programs and reports Contact Management Power Tailoring
- 4. 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
- 8. 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
- 12. Hundreds of activities/transactions across all modules Configure triggers (and/or security) against each activity E-mail 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
- 15. 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
- 19. 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)
- 30. Automate and schedule SYSPRO programs Pre-set desired selection options when program runs Run program from SYSPRO Tasks menu or Windows Task Scheduler
- 35. Automate and schedule SRS reports E.g. daily, weekly, monthly Pre-define runtime selections, e-mail recipients, etc.
- 37. 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
- 43. SYSPRO 7 Favorites as tiles Group tiles by Categories Easy to create: drag programs onto Favorites menu Customizable tiles: colours, icons, etc. Resequence tiles
- 45. 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
- 48. 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
- 52. 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
- 55. 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
- 58. Insert Help inside a SYSPRO program, instead of opening separate Help window More convenient, saves time New users become self-sufficient faster
- 62. 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
- 65. www.syspro.com Copyright © 2014 SYSPRO All rights reserved.