This document discusses how to leverage your SYSPRO ERP investment through automation, workflows, and customization. It provides examples of how to automatically trigger actions when conditions are met, such as notifying managers of cancelled orders. Workflows can be created to model business processes with conditions, rules, and audit trails. Reports and programs can be automated and scheduled. Contact management allows tracking of customer and supplier information. The interface can be customized with favorites, flowcharts, on-screen help, and more to match business needs.

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Copyright © 2014 SYSPRO All rights reserved.
Leveraging Your SYSPRO Investment

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3. Triggers
Events
e-Signatures
Workflow
Automating/scheduling programs and reports
Contact Management
Power Tailoring

4. 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

8. 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

12. 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

15. 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

19. 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)

30. Automate and schedule SYSPRO programs
Pre-set desired selection options when program runs
Run program from SYSPRO Tasks menu or Windows Task
Scheduler

35. Automate and schedule SRS reports
E.g. daily, weekly, monthly
Pre-define runtime selections, e-mail recipients, etc.

37. 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

43. SYSPRO 7 Favorites as tiles
Group tiles by Categories
Easy to create: drag programs onto Favorites menu
Customizable tiles: colours, icons, etc.
Resequence tiles

45. 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

48. 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

52. 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

55. 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

58. Insert Help inside a SYSPRO program, instead of opening
separate Help window
More convenient, saves time
New users become self-sufficient faster

62. 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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