Syspro 7 Launch Event

Syspro 7 Launch Event
June 19, 2014
Presenters
John Everitt
Senior Syspro Solutions Specialist
Ian Bernard
Syspro Solutions Specialist
Andrew Wells
Senior Syspro Solutions Specialist
Karen Chou
Syspro Practice Lead
Lindsay Smith
Syspro Canada Support Services Manager
Dennis Tsen
BI 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 Favourites
Easier to manage apps and
documents
Unlimited tiles
and categories
Drag and drop
support
‘Active’ tiles can
be scripted
Active Tiles and Menus
Easier to create menus
Simplified process
navigation
Create menus by role,
company…
Improved Charts
Build 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
Ability to copy by
versions
Can only confirm
current version
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 Role
Switch security between
operators and roles
Copy access between levels
and between posting/query
Better visibility
AR Cash Posting Worksheet
Output 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 contra
Can contra between
branches
GL Shareholding
 Set up number of shares
by date to be used
in Financial Analysis
Reports 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 UI
Can be secured
and automated
Post Multiple
Normal Journals
Can automate the
posting of specific
type of journals
Can optionally
also post submodule 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
Aligning ALL elements of your business and supply chain
Process
Operational
Strategy
Product
Category
Busines
s
Unit
Business
Model
Objective
s
Process
Key
Performanc
e Indicator
Sub
Process
Position
Organizationa
l
Role
Control
Ris
k
Risk &
Compliance
Procedure
Busines
s
Rules
Product
Activity
Interface
Service
Infrastructure
Channel
Data
Service
Category
Product Offering
Application
Documented
Knowledge
Transaction
Attribut
e
Screen
Ledger
Data Carrier
Data
Laye
r
Technolog
y
Understanding and Modeling the Enterprise Value Chain
Lindsay Smith
www.syspro.com
Copyright © 2013 SYSPRO All rights reserved.
Evolution Of Computing
Accessing SYSPRO
Introducing Espresso
Create Applications
Customizable
Secure Access Data
Mobile Solution
www.syspro.com
Copyright © 2013 SYSPRO All rights reserved.
Single sign-on
Inherited Permissions
Companies
Branches
Feature Access
All Device
All Platforms
Field Access
Central Administration
Prevent
further logins
Add/Remove
Access and
Features
Moving Devices
Lost,
Stolen,
Upgrade
Seamless Sync
Customizable Menu
Customizable Menu
System, Company, Operator, Role
By Device
User
Administrator
(Pushed to Device)
Active Tiles
RSS, Trendlines, etc.
Customizable Screens
Customizable Screens
Searches
Forms
Non-IT Customization
No development required
Listviews
Charts
Managing Data Transfer
Minimal Data
Server Cache
for
Grids
Fetch Data
When Viewed
Encryption
SSL
www.syspro.com
Copyright © 2013 SYSPRO All rights reserved.
What comes with Espresso
Customer Query
and
Maintenance
Supplier Query
Bank Query
Bill Of Materials
Structure Query
Contact Query
Expense Issue
Goods In Transit
Reference Query
Inventory Query
Inventory
Valuation
Price Query
Sales Order
Entry and Query
Sales Orders
Taken
Sales By Product
Class
Lost Sales Query
Purchase Order
Entry and Query
Requisition
Entry and Query
General Ledger
Analysis Query
WIP Job Query
WIP Job Status
Query
WIP Valuation
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 Site
You then need to click on the option “Request Demo Credentials”
Leveraging your Syspro Data with Business
Intelligence
June 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
 Process
 Visual
 Consume
 No code
 Business
 Web, email, mobile
 Distribute
Scenario
 Position: Inventory manager
 Role: Inventory requirements for each product
and warehouse




Inventory levels
Backordered
Lead times
Inventory Movement
Thank You for Coming!