Syspro 7 Launch Event - Encore

Transcription

Syspro 7 Launch EventJune 19, 2014

PresentersJohn EverittSenior Syspro Solutions SpecialistIan BernardSyspro Solutions SpecialistAndrew WellsSenior Syspro Solutions Specialist

Karen ChouSyspro Practice LeadLindsay SmithSyspro Canada Support Services ManagerDennis TsenBI Practice Lead

Over 130 Site Now Running Syspro 7

Syspro 7 Release Candidate (RC) Program Syspro sites volunteered to convert to Syspro 7’s betaprogram, with full 24 hr support from Syspro To help alleviate any major issues arising with the fullSyspro 7 release Encore has one customer (EB Peerless) running Syspro 7 Has proven to be successful with fewer upgrade issues

Syspro 7 – Updated User InterfaceJune 19, 2014

UserExperienceSimplified mainscreenNew UIthemesWindows 8styleMenusWindows low graphprocessmenusTouchscreens

New Themes, Tiles, Flow Graphs

New Look

Active Tiles and FavouritesEasier to manage apps anddocumentsUnlimited tilesand categoriesDrag and dropsupport‘Active’ tiles canbe scripted

Active Tiles and MenusEasier to create menusSimplified processnavigationCreate menus by role,company

Improved ChartsBuild your own chartsUp to 8 series, each withup to 100 pointsMultiple diagrams, Ganttcharts SYSPRO 6.1-stylecustomized chartssupported

Easier to navigate Help System

Syspro 7 Enhancements – Extended ScalabilityJune 19, 2014

Field Lengths Examples Stock Description – 30 to 50 Stock Long Description – 30 to 100 Inventory Qty’s – 7.3 to 12.6 Key Information Maintenance Alpha, Numeric keys Upper, Lower, or Mixed Case Numbering methodogy

Custom Form Fields Field Categories Geolocation (Google or Bing) File Name File Folder Add to ListViews

Global Address Formats More address lines Consistent entry User-defined wording

Syspro 7 Enhancements – VB ScriptingJune 19, 2014

VBScript New Features Four-way splitter screen Toolbar button controls Hide/show Enable/Disable Execute/click a button

VBScript Calling VBScript from .Net User Control OnRefresh not required Use ExecuteScript and pass VBScript to execute Return value User Control

VBScripting Simple scripts to highlight key Data

VBScripting Listview Designer

VBScripting Customization Profiler by Program

Syspro 7 Enhancements – QuotationsJune 19, 2014

Optionally setversioning onVersion numberincrease once withmaintenanceAbility to copy byversionsCan only confirmcurrent versionHeader changesincreases version

Quotation versioning

Define next versionnumber against eachbranchUses branch againstcustomer

Syspro 7 – Upgrade ProcesJune 19, 2014

Upgrade Checklist Test Environment Duplicate live environment as much as possible Virtual servers has simplified process Review VBScripts and Interfaces Changes in field lengths may affect validations anddisplay of data New Custom Form storage in Table

Upgrade Checklist Upgrade XP and Windows 2003 systems Cannot run .Net Framework 4.5Windows Update 4.5 requiredOlder Operating System Harder to upgradeMultiple reboots may be required on systems not updatedrecently Do Not Change the name of the installation folder after install Parallel installation not recommended

Upgrade Checklist Client/Server Now separate simplified installations Syspro Communications Service is default protocol CCITCP available for install for backward compatability Syspro Reporting Services Uninstall old versions prior to installation

Upgrade Checklist Web Installation Small footprint installation No printing capability Available direct from Syspro web YSPRO7Client.htm Automated Installation MSI file available for domain deployment

Syspro 7 Enhancements – FinancialsJune 11, 2014

GL hs splitinto separatedockingpanes

GL StructureSecurity and access at RoleSwitch security betweenoperators and rolesCopy access between levelsand between posting/queryBetter visibility

AR Cash Posting WorksheetOutput to screenbefore printingGrid entryOption toautomatically postpayments

AP ContraSeparated from InvoicepostingNew UI single screencustomizableCan be securedseparatelyPost only enabled whenbalanceUnlimited contraCan contra betweenbranches

GL Shareholding Set up number of sharesby date to be usedin Financial AnalysisReports and financialratio calculations

Asset Intercompany Transfer Transfer assets from one company to another withall history and depreciationTransfer assetsbetweencompaniesTarget companyacquires; sourcecompany disposes

Post Multiple Normal JournalsNew UICan be securedand automatedPost MultipleNormal JournalsCan automate theposting of specifictype of journalsCan optionallyalso post submodule journals

General Ledger Balancing To balance sub-ledgers at a glance to GL control accounts

Syspro 7 – Sales Order Entry ExpressJune 19, 2014

Enter detaillines in a gridKitcomponentsin a tree viewAttachedcommentlines in treeviewStock codeimagedisplayedCustom formsat line levelPaste orderlines fromExcelAdding recentpurchases asorder linesAdding orderlines from atemplateUse newlot/bin/serialallocationsQuick saveand printoptionsNew endorder screen

Order line entry in a data grid

Syspro 7 – Quantum ArchitectureJune 19, 2014

Aligning ALL elements of your business and supply ce olRiskRisk goryProduct ttributeScreenLedgerData CarrierDataLayerTechnology

Understanding and Modeling the Enterprise Value Chain

Lindsay Smithwww.syspro.comCopyright 2013 SYSPRO All rights reserved.

Evolution Of Computing

Accessing SYSPRO

Introducing EspressoCreate ApplicationsCustomizableSecure Access DataMobile Solution

www.syspro.comCopyright 2013 SYSPRO All rights reserved.

Single sign-onInherited PermissionsCompaniesBranchesFeature AccessAll DeviceAll PlatformsField Access

Central AdministrationPreventfurther loginsAdd/RemoveAccess andFeaturesMoving DevicesLost,Stolen,UpgradeSeamless Sync

Customizable MenuCustomizable MenuSystem, Company, Operator, RoleBy DeviceUserAdministrator(Pushed to Device)Active TilesRSS, Trendlines, etc.

Customizable ScreensCustomizable ScreensSearchesFormsNon-IT CustomizationNo development requiredListviewsCharts

Managing Data TransferMinimal DataServer CacheforGridsFetch DataWhen ViewedEncryptionSSL

www.syspro.comCopyright 2013 SYSPRO All rights reserved.

What comes with EspressoCustomer QueryandMaintenanceSupplier QueryBank QueryBill Of MaterialsStructure QueryContact QueryExpense IssueGoods In TransitReference QueryInventory QueryInventoryValuationPrice QuerySales OrderEntry and QuerySales OrdersTakenSales By ProductClassLost Sales QueryPurchase OrderEntry and QueryRequisitionEntry and QueryGeneral LedgerAnalysis QueryWIP Job QueryWIP Job StatusQueryWIP Valuation

Visual Studio Plug-In

www.syspro.comCopyright 2013 SYSPRO All rights reserved.

Support Zone www.syspro.com

SYSPRO 7 Info Zone

Espresso Preview Site gon#/

Espresso Preview SiteYou then need to click on the option “Request Demo Credentials”

Leveraging your Syspro Data with BusinessIntelligenceJune 19, 2014

What’s Business Intelligence? Distribution of actionable information across theorganization that can be easily consumed andprocessed by business

Why is BI Important? Too many clicks in the ERP Align Strategy, Finance, Operations Identify Trends Patterns Outliers Identify problems quickly

What does BI look like? ReportDashboardGraphsCharts

Why not BI? TechnicalManualTimeExpensive

Next Generation BI Interactive Process Visual Consume No code Business Web, email, mobile Distribute

Scenario Position: Inventory manager Role: Inventory requirements for each productand warehouse Inventory levelsBackorderedLead timesInventory Movement

Thank You for Coming!

Encore has one customer (EB Peerless) running Syspro 7 Has proven to be successful with fewer upgrade issues. . template Use new lot/bin/serial allocations Quick save and print options New end order screen. Order line entry in a data grid.