Syspro 7 Launch Event - Encore Business Solutions...Syspro 7 Release Candidate (RC) Program Syspro...

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Syspro 7 Launch Event

June 19, 2014

Presenters

John EverittSenior Syspro Solutions Specialist

Ian BernardSyspro Solutions Specialist

Andrew WellsSenior Syspro Solutions Specialist

Lindsay SmithSyspro Canada Support Services Manager

Dennis TsenBI Practice Lead

Karen ChouSyspro Practice Lead

Over 130 Site Now Running Syspro 7

Syspro 7 Release Candidate (RC) Program

Syspro sites volunteered to convert to Syspro 7’s beta program, with full 24 hr support from Syspro

To help alleviate any major issues arising with the full Syspro 7 release

Encore has one customer (EB Peerless) running Syspro 7

Has proven to be successful with fewer upgrade issues

Syspro 7 – Updated User Interface

June 19, 2014

User Experience

Simplified main screen

New UI themes

Windows 8 style

Menus

Windows 8 style

Favourites

‘Active’ tiles

Easier navigation

Flow graph process menus

Touch screens

New Themes, Tiles, Flow Graphs…

New Look…

Active Tiles and FavouritesEasier to manage apps and

documentsDrag and drop

support

Unlimited tiles and categories

‘Active’ tiles can be scripted

Active Tiles and Menus

Easier to create menus

Simplified process navigation

Create menus by role, company…

Improved ChartsBuild your own charts

Up to 8 series, each with up to 100 points

Multiple diagrams, Gantt charts…

SYSPRO 6.1-style customized charts

supported

Easier to navigate Help System

Syspro 7 Enhancements – Extended Scalability

June 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 Scripting

June 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 – Quotations

June 19, 2014

Optionally set versioning on

Version number increase once with

maintenance

Can only confirm current version

Ability to copy by versions

Header changes increases version

Quotation versioning

Define next version number against each

branch

Uses branch against customer

Syspro 7 – Upgrade Proces

June 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 and

display of data New Custom Form storage in Table+

Upgrade Checklist

Upgrade XP and Windows 2003 systems Cannot run .Net Framework 4.5 Windows Update 4.5 required Older Operating System = Harder to upgrade Multiple reboots may be required on systems not updated

recently

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 site

http://www.syspro.com/syspro7/client-install/SYSPRO7Client.htm

Automated Installation MSI file available for domain deployment

Syspro 7 Enhancements – Financials

June 11, 2014

GL Query

Detail transaction

filters

Sub-module filters

Graphs split into separate

docking panes

GL Structure

Security and access at RoleSwitch security between

operators and roles

Copy access between levels and between posting/query

Better visibility

AR Cash Posting WorksheetOutput to screen before printing

Grid entry

Option to automatically post

payments

AP Contra

Separated from Invoice posting

New UI = single screen customizable

Can be secured separately

Post only enabled when balance

Unlimited contraCan contra between

branches

GL Shareholding

Set up number of sharesby date to be used in Financial AnalysisReports and financial ratio calculations

Asset Intercompany Transfer Transfer assets from one company to another with

all history and depreciation

Transfer assets between

companies

Target company acquires; source

company disposes

Post Multiple Normal Journals

New UICan be secured and automated

Post Multiple Normal Journals

Can automate the posting of specific

type of journals

Can optionally also post sub-

module journals

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

Syspro 7 – Sales Order Entry Express

June 19, 2014

Enter detail lines in a grid

Kit components in a tree view

Attached comment

lines in tree view

Stock code image

displayed

Custom forms at line level

Paste order lines from

Excel

Adding recent purchases as order lines

Adding order lines from a

template

Use new lot/bin/serial

allocations

Quick save and print options

New end order screen

Order line entry in a data grid

Syspro 7 – Quantum Architecture

June 19, 2014

Risk &

ComplianceProduct

Category

Product

ServiceCategory

Infrastructure

Application Layer

Sub Process

Data

Data Carrier

Position

Role

Procedure

Attribute

Activity

KeyPerformanc

e Indicator

Business Model

Documented Knowledge

Business

Unit

Screen

Objectives

Process

Technolog

yData

Organizationa

l

Interface

Process

Service Channel

Transaction

Ledger

Busines

s

Rules

Product Offering

Operational

Strategy

ControlRis

k

Aligning ALL elements of your business and supply chain

Understanding and Modeling the Enterprise Value Chain

www.syspro.com

Copyright © 2013 SYSPRO All rights reserved.

Lindsay Smith

Evolution Of Computing

Accessing SYSPRO

Introducing Espresso

Mobile Solution

Secure Access Data

Customizable

Create Applications

www.syspro.com

Copyright © 2013 SYSPRO All rights reserved.

Single sign-on

Inherited Permissions

Feature AccessCompaniesBranches

Field Access

All DeviceAll Platforms

Central Administration

Prevent further logins

Add/Remove Access and

Features

Moving Devices

Lost, Stolen,Upgrade

Seamless Sync

Customizable Menu

Customizable MenuSystem, Company, Operator, Role

By Device

UserAdministrator

(Pushed to Device)

Active TilesRSS, Trendlines, etc.

Customizable Screens

Customizable Screens

Searches FormsListviews

Charts

Non-IT CustomizationNo development required

Managing Data Transfer

Minimal DataServer Cache

forGrids

Fetch Data When Viewed

Encryption SSL

www.syspro.com

Copyright © 2013 SYSPRO All rights reserved.

Customer Query and

MaintenanceSupplier Query Bank Query

Bill Of Materials Structure Query

Contact Query Expense IssueGoods In Transit Reference Query

Inventory Query

Inventory Valuation

Price QuerySales Order

Entry and QuerySales Orders

Taken

Sales By Product Class

Lost Sales QueryPurchase Order Entry and Query

Requisition Entry and Query

General Ledger Analysis Query

WIP Job QueryWIP Job Status

QueryWIP Valuation

What comes with Espresso

Visual Studio Plug-In

www.syspro.com

Copyright © 2013 SYSPRO All rights reserved.

Support Zone

www.syspro.com

SYSPRO 7 Info Zone

Espresso Preview Site http://espresso.syspro.com/SYSPROEspresso/Logon/Logon#/

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

Leveraging your Syspro Data with Business IntelligenceJune 19, 2014

What’s Business Intelligence?

Distribution of actionable information across the organization that can be easily consumed and processed 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?

Report Dashboard Graphs Charts

Why not BI?

Technical Manual Time Expensive

Next Generation BI

Interactive

Visual

No code

Web, email, mobile

Process

Business

Consume

Distribute

Scenario

Position: Inventory manager Role: Inventory requirements for each product

and warehouse Inventory levels Backordered Lead times Inventory Movement

Thank You for Coming!