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
Transcript of Syspro 7 Launch Event - Encore Business Solutions...Syspro 7 Release Candidate (RC) Program Syspro...
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
Evolution Of Computing
Accessing SYSPRO
Introducing Espresso
Mobile Solution
Secure Access Data
Customizable
Create Applications
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
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
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!
