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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

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

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

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