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Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7
Presented by:
Todd Perlman
Agenda
Product Release History
Introducing SYSPRO 7
Upgrading to SYSPRO 7
New Functionality
Beyond SYSPRO 7
SYSPRO Evolution
SYSPRO Release Highlights
Product, Version, Issue Highlights Release
SYSPRO 7 Update 2 Single Setup program across all modules
Custom Form Field Amendment Journals
Auto Completion for form data input
Supplier and lead times defined at warehouse level
TBD
SYSPRO 7 Update 1 Separate WCF services for SYSPRO and e.net
SYSPRO Client connection ‘retry’
eSignature enhancements
Customization Features
March, 2015
SYSPRO 7 Extended field sizes
New web-based Product Configurator
Server-based reporting solution for SRS reports
64-bit server support
May, 2014
SYSPRO 6.1
SP1
SYSPRO Communication Service, SYSPRO Enterprise
Search, Factory Scheduling integrated to Preactor 11.2,
Tax rate supports 3 decimals (for Canada)
June, 2012
SYSPRO 6.1 Workflow Services, Role-based security, Executive
Dashboards, Cashflow Forecasting, Actual Costing, Real-
time General Ledger, Revised Assets Register
August, 2010
SYSPRO 6.0
Issue 010
SP2
Families & Groupings, Customizable panes and Executive
View, Customizable Office Integration, Web Applications
use .NET Framework 2.0
March, 2008
Current Product Status
Product Original Release Current phase
SYSPRO 7 May, 2014 Mainstream
SYSPRO 6.1 SP1 June, 2012 Extended (retire Dec 2015)
SYSPRO 6.1 August, 2010 Retired in Dec 2014
SYSPRO 6.0 Issue 010 SP2 March, 2008 Retired in Dec 2014
SYSPRO 6.0 Issue 010 SP1 May, 2007 Retired in Jan 2011
SYSPRO 6.0 Issue 010 August, 2006 Retired in Jan 2011
SYSPRO 6.0 Issue 009 November, 2004 Retired in Jan 2011
SYSPRO 6.0 Issue 008 March, 2004 Retired in Jan 2011
SYSPRO 6.0 Issue 007 November, 2003 Retired in Jan 2011
SYSPRO 6.0 Issue 006 October, 2002 Retired in Jan 2011
Encore 5.1 October, 2001 Retired in Mar 2006
Encore 5.0 November, 2000 Retired in Mar 2006
Encore 4.0 January, 1999 Retired in Nov 2003
Encore 3.2 November, 1997 Retired in Nov 2003
Award 3.2 November, 1997 Retired in Nov 2003
Lifecycle Phases
Product Support Level Mainstream Extended Legacy Retired
Enhancements are made to this version
of software?
Yes Rarely No No
Corrections to reported problems will be
made to this version of the product?
Yes Discretionary No No
Product support available? (assistance
with product usage)
Yes Yes Limited Very limited
Technical support available? (assistance
with technical issues)
Yes Yes Limited No
Development support available?
(assistance for 3rd party developers)
Yes Limited Very limited No
Annual licenses are issued? Yes Yes Yes Yes
Customers can upgrade to the
mainstream product?
Not
Applicable
Yes Yes Yes
Lifecycle Phases
Mainstream Phase (current product)
This is the currently released product line with the latest features and technology available. Includes support for the
most recent versions of Windows, SQL Server and MS Office. This version is intended for installation by new
customers. We recommend that existing customers migrate to this version when appropriate.
Extended Phase
These are generally previous Versions and/or Issues of the current Mainstream product. As soon as a new CD or
DVD is shipped, the previous Mainstream product is marked as 'Extended phase'. Generally only minor changes will
be made to this version of software and even then only at the discretion of the SYSPRO development team. We
recommend that existing customers migrate to the Mainstream version when appropriate.
Legacy Phase
These are older versions of software where no development work is being applied. These are typically at least a
generation of products older that the Mainstream one. We recommend that existing customers migrate to the
Mainstream version when appropriate. There is a risk that the latest technology may cause this software to fail to
run appropriately.
Retired Phase
These are older versions of software where no development work is being applied. These are at least a generation
of products older that the Mainstream one and use older technology or architectures. We recommend that existing
customers migrate to the Mainstream version when appropriate. There is a fairly high risk that the latest technology
may cause this software to fail to run appropriately.
A stepping stone version means that if you are using a
previous version of software, you must install and run the data
conversion using the stepping stone version before using
later versions.
What is a Stepping Stone?
Steps to SYSPRO 7
Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7
New Face, New Feel, New
Technologies
Simply Smarter
What is SYSPRO 7?
SYSPRO 7
Higher
transaction
volumes
Larger keys
Longer
descriptions
Larger
numerics
Structured
addresses
Simply Smarter
SYSPRO 7 is also…
SYSPRO 7
New mobile
platform
Quantified
implementations
Enhanced
reporting
capabilities
Enriched user
experience
Web install
Enhanced
features
Copyright © 2011 SYSPRO All rights reserved.
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UPGRADING TO SYSPRO 7
Simply Smarter
SYSPRO 7 Installation
Simply Smarter
What is SYSPRO 7?
Custom form data re-engineered for SQL sites
Presentation lengths on larger field sizes
Enhanced User Interface
Simplified Main Menu
Windows 8 style menus / tiles
Flow Graph
New Form Features
150 max number of form fields
Word wrap for data field
Mandatory indicator
Updated Help system
Simply Smarter
What is SYSPRO 7?
System-Wide layout available
Customization Profiler
Reports are all SRS style
Sales Order Entry Express
Legacy screens re-written
Sub-ledger to ledger balancing reports
Web based product configurator
Import Programs
Additional automatable programs
Simply Smarter
Web Installation…
Simply Smarter
Technical Changes
New executable
names
SYSPRO.EXE
SYSPROClient.EXE
64-bit version New SRS engine
4 character
company ID (SQL
only)
C-ISAM
Limit now 4GB (was
1GB)
New company
license required
Custom Forms
New structure for SQL
systems
Simply Smarter
Custom Forms
Custom Form Data Re-engineered for SQL systems
• Custom fields against a stock code stored in table InvMaster+
• The key of the custom table has the same key as the associated
table
Separate Custom Form Table per Master table
•Improved performance
•Improved scalability
•Simplified reporting and analysis
Benefits
•Seamless data conversion
•Standard SYSPRO programs and business objects will just work
•Third party apps may require re-engineering if directly accessing custom
data
Conversion
Simply Smarter
Custom Forms…
Simply Smarter
64-bit server native support
• Client remains 32-bit
64-bit server
• Larger memory support
• 64-bit server ecosystem
• SQL Server
• IIS (web apps, e.net, SYSPRO Espresso)
• Workflow service
64-bit benefits
Simply Smarter
Upgrading to SYSPRO 7
The product should work generally unaffected by larger
field sizes or any other changes
Using business objects – no affect
Data Conversion
Converts operator and other system-wide tables first…
…then automatic conversion of multiple companies
Client-side UI system files are converted on-the-fly
Menu Conversion
Favorites menu converted to new Task Panel
MyMenu moved from main menu to Navigation menu
Simply Smarter
Upgrading to SYSPRO 7…
Adjust settings
Use SYSTEM-WIDE PERSONALIZATION to adjust Address settings
Adjust presentation lengths
Compatibility with SYSPRO 6.1
Address structure changed (mapping during conversion)
Documents not affected
 Windows printing pre-printed stationery remains
unaffected
 SRS documents remain unaffected
Executable names have changed
Legacy programs not available (e.g. APSP10 now APSPIN)
Simply Smarter
Performance of SYSPRO 7?
Larger field sizes don’t affect
performance
SRS performance improvements
Forms and List views load data faster
than SYSPRO 6.1
Simply Smarter
Release Schedule for SYSPRO 7
Community Preview 3
General Release after
thorough testing
Release Candidate (RC) 29th April
• Product can be deployed live to
customer sites
• 5 free SYSPRO Espresso User
Licences (for live sites)
• 24/7 support line
• Special RC SharePoint support site
SYSPRO 6.1 supported for 1 year
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
New functionality in SYSPRO 7
Copyright © 2011 SYSPRO All rights reserved.
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ADMINISTRATION
Simply Smarter
Defining Addresses…
• Define how address fields should appear on a form
• Define which map product to use for directions
Simply Smarter
Structured Addresses
• Building
• Street
• City
• Locality
• State
• Country
• Zip
• Geolocation
Map directions from any form
Automatic populate form addresses
Simply Smarter
Indicating a ‘test’ company
Use SYSTEM-WIDE PERSONALIZATION to:
• Define the bitmap to be used as the watermark, or use default
• Indicate the companies as test companies
Copyright © 2011 SYSPRO All rights reserved.
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Scalability
Simply Smarter
Extended scalability
• Higher transactional throughput
• Provides powerful processing for more efficient and higher
transactional throughput
A review of field size changes:
Field New size
Journals, Registers, line numbers… 10 digits (10 billion
transactions)
Sales orders, purchase orders, jobs, quotes, invoice
number…
20
Operator, warehouse, branch, area… 20
Customer, supplier 15
Lot, serial 50
Quantities, mass, volume 12.6
Company ID 4 (SQL systems)
Description fields 50
…and many other fields
Simply Smarter
Setting Presentation Lengths
Copyright © 2011 SYSPRO All rights reserved.
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Enriched user experience
Simply Smarter
User Experience
• New look themes
• Menus
• UI Controls – touch screens
Simplified
main screen
• ‘Active’ tiles
• Navigation
• Flow graph process menus
Windows 8
style menus
• Extended functionality
• Enhanced user experience
New chart
controls
Simply Smarter
Main Screen
 Simplified ribbon bar
 Short introductory movie tutorials
 All other panes hidden
 ‘Program List’ replaces ‘Main Menu’
Simply Smarter
New Themes, Tiles, Flow Graphs…
Simply Smarter
New Look…
Simply Smarter
New Task Panels
 Applications & documents easier to manage using Tiles
 Drag & drop support, from Windows explorer or Program List
 Unlimited tiles & categories
 Create your own XAML styles
 Easy to find programs
 Tiles are ‘active’
Simply Smarter
New Menu Navigation
• Use tiles to build menus
• Navigate to other menus
• Navigate to flow graphs
• List view style supported
• All previous menus supported
Simply Smarter
New Flow Graph
• Build flow graphs of business processes
• Use built-in templates
• Unlimited flow graphs
• Use VBScript to dynamically modify behavior of nodes
Simply Smarter
New 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
Simply Smarter
New Look Help System
• New styling, more readable font
• Navigation tiles
Simply Smarter
Inserting Application Help
Right-click on form and select Insert Application Help
Copyright © 2011 SYSPRO All rights reserved.
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CUSTOMIZATION
Simply Smarter
New FORM Features
• 150 maximum number of form
fields
• 256 maximum field size
• 3000 maximum multi-line
• Indicate ‘mandatory’ fields
• Word wrap for data field
• Read-only for display fields
(hyperlinks)
• Create structured addresses and
Filename and Folder browsing
using the Form Designer
Simply Smarter
VBScript Editor
• Modify properties of any toolbar
button using VBScript
• Execute or action any toolbar
button using VBScript
• 4-way splitter frame in
editor
• Procedures (Functions and
Sub) are shown in
collapsible regions
• More sample code
• Easier to understand
variables
• List view Designer
Simply Smarter
New Designer for List views
• Design a list view
for a customized
pane
• Generates sample
code to populate the
list view
Simply Smarter
Additional Scripting Field Properties
Use VBScript to modify:
• The height of a form
field
• The background color of
the caption
• The foreground color of
the caption
• Whether the caption is
to be bold
• Whether the field is to
be indicated as ‘required’
• The XAML theme to be
applied to the caption
Simply Smarter
Add VBScript to a .NET User Control
A .NET user control can now execute VBScript directly
without having to raise the OnRefresh event
Easier to deploy a user control with self-contained
script (unlimited size)
Secures the script code
C# syntax:
String MethodName =
"ExecuteScript:procedure(param1,param2)";
String vbScriptInput = "VBScript code";
MyGetSetSYSPRO(ref MethodName, ref vbScriptInput);
Simply Smarter
Application Builder
• Up to 20 Application Builders
are now available
• Application builders can be
defined at the role, system-
wide or industry level
Simply Smarter
Designing UI Layouts
Originally for roles only…
Design layouts system-wide and create a standard look
and feel across the entire organization
Design layouts for industries and create industry-specific
and relevant terminology
Simply Smarter
Designing UI Layouts…
Simply Smarter
Customization Profiler
Complete customization analysis of any application
Shows all events being trapped
Shows where CallBo, CallWorkFlow and CreateObject are used
Copyright © 2011 SYSPRO All rights reserved.
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WORKFLOW SERVICES
Simply Smarter
Workflow Enhancements
Upgrade to .NET Framework 4.5
Performance upgrades
State Machine Workflow
Developer productivity features
Quick Find
Auto Surround Sequence
Multiple Select
Outline view
Annotations
Reduced start up time
No more service discovery
Only load runtime when needed
Built in Top-X options for improved performance
Simply Smarter
New Workflow Type – State Machine
Copyright © 2011 SYSPRO All rights reserved.
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REPORTING
Simply Smarter
Enhanced Reporting
Improved performance
Server-side reporting
Reporting anytime, anywhere (Outlook and SYSPRO
Espresso)
Report XML
size
XML SQL
Inventory Price List 54 MB 3 min:10 sec
(854 pgs, 40081 rec) 0:35 sec
(854 pgs, 40081 records)
Inventory Wh
Exception
164 MB 68 min:39 sec
(15 pgs, 271 records)
stopped report
2 min:18 sec
(7311 pgs, 143674
records)
BOM Costing Report 99 MB 10 min:24 sec
(0 pgs, 0 records)
crashed
6 min:10 sec
(25452 pgs, 131627
records)
List Customer Stock
codes
180 MB 18 min:57 sec
(1421 4pgs, 936745
records)
12 min:24 sec
(14214 pgs,936745
records)
Simply Smarter
Reporting Setup
Simply Smarter
Run reports remotely
Copyright © 2011 SYSPRO All rights reserved.
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Enhanced features
Simply Smarter
Overview
Streamlined
processes –
better service
AP contra Invoices
and prepayment
abilities
AR cash posting and
new posting options
GL journal split into
functional programs
SO entry express
Extended
Enterprise
Extended Field sizes
Intercompany asset
transfer
Shareholding
Better
controls at
granular level
Sub-ledger to GL
balancing
Quotation versioning,
numbering by Branch
and auto generation
of non-stocked codes
GL structure access
separate program
More
flexibility
All programs have
new UI
All reports in SRS
Web based product
configurator
Simply Smarter
GL Balancing Reports
For the following modules:
AR, AP, Inventory, Assets, WIP, GRN and Cashbook
Identifies GL codes treated as control accounts
Identifies all un-posted journals
Identifies any transactions that do not balance to
GL journal
Identifies any GL journals that do not balance to
live GL
Identifies any GL journals that have been posted
directly into accounts as control accounts
Identifies duplicate entries in GL journal or
transaction files
These are reports – they do not correct entries
Simply Smarter
Balancing Reports…
Simply Smarter
Balancing Reports…
Simply Smarter
Capture and POST multiple AR payments
Prior to SYSPRO 7:
In SYSPRO 7, capture payments in data grid, produce report in
report pane, post directly
Simply Smarter
AP Invoice Posting
All the
relevant
information is
loaded on
one screen
No distracting
popup
windows
Posting to a
job is done
inline
Prior to SYSPRO 7:
Simply Smarter
GL Post Multiple Normal Journals
Posts multiple GL
journals in one run
of the program
Automatable
The report displays
posted and
unposted journals
simultaneously,
indicating error
messages
Post GL recurring
journals
Simply Smarter
AR Bank Deposit Slip
Automatable
Report produced in report pane
Simply Smarter
WIP Labor Posting
Posting accomplished on one screen
Visually design posting formats
Full power of Form Designer, and scripting
Simply Smarter
Quotation Versioning
Different versions of quotations to track changes
Can revert back to older quotation version
Simply Smarter
Lots, Bins and Serial Allocations
New style, highly customizable UI, with grid
interface, for the allocation of lots, bins and serials
Ease of data entry into a single grid
Visibility of all allocations for the current component
Used for Order Entry Express as well as for WIP
Simply Smarter
Import Programs
Import using a file or paste into a data grid
Optional review (and modify) contents of import file
Automatable
Import only if the entire file is valid or only import
valid records and to report on invalid records
Simply Smarter
Import Programs…
Simply Smarter
Product Configurator
Selections and Criteria, and Options and Components
on single windows, using hyperlinks and context
sensitive menus to navigate and accomplish tasks
High visibility of configuration components using fewer
interfaces integrated for ease of use
Simply Smarter
Web based Product Configurator…
Web based, externally
accessible
Visibility of all Selections
and Criteria chosen,
ability to return to any
previous selection,
make a change and
continue from that
point forwards
Uses e.net business
objects for product
functionality
Better process flow,
show images
Simply Smarter
Factory Documentation
New style
Review style selection
One window for all processing including Dummy jobs
Simply Smarter
Quotation Documents
New style
Review style Selection
Single screen for all processing
Simply Smarter
Sales Order Entry Express
Orders entered in
a data grid
Custom forms
handled in grid
Tree view structure
contains
components,
comments, service
charges
Simply Smarter
TPM Deductions Review
New review-style UI using data grid
Simply Smarter
Label Prints
Automatable
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
IMPLEMENTATIONS
Simply Smarter
Quantum Architecture
Visibility into
single source
of system
specifications
Model
Business
Processes
Map onto
SYSPRO
Record
process
decisions
Identify and
model
integration
points
Identify
relevant
KPIs Define
required
Security
Master-data
forms and
imports
Record
configuration
decision
Report on
model and
decisions
Import Data
and Configure
SYSPRO
Simply Smarter
Engagement
Simply Smarter
Quantum Architecture…
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
MOBILITY
Simply Smarter
Unlock the world with SYSPRO Espresso
Business benefits:
Access secure information anywhere,
anytime, on anything
Real-time sales and service information
Tailored experience
Work offline
Applications purchased via the App Store
Pricing per user (3 devices) and by application
Simply Smarter
"Make it Yourself" with SYSPRO Espresso
Reasons to develop on the SYSPRO Espresso platform:
Use your existing web development skills (HTML, C#)
Write once
Same user experience across all devices
Component architecture simplifies development
Showcase your apps on the SYSPRO App Store
Integrate messaging, device sensors (GPS, camera,
microphone), and push notifications
Simply Smarter
Application Functionality
Ships with a number of pre-built applications
To be confirmed
Targeted functionality
Partly based on existing Web Applications
Partly based on SYSPRO Mobile functionality
Shop floor functions
Approvals and workflow
Business Intelligence
Target a casual user
Simply Smarter
SYSPRO Espresso on Android
Simply Smarter
…on Blackberry
Simply Smarter
…on iPhone, iPad
Simply Smarter
…and on your Desktop…
Simply Smarter
The Path to SYSPRO 7 and Beyond
Beyond SYSPRO 6.1 is the release of SYSPRO 7
Extended field sizes
New web-based Product Configurator
Server-based reporting solution for SRS reports
64-bit server support
The SYSPRO App Store debuted in 2013
Windows 8 operating system support
SYSPRO Espresso Mobile Platform
Beyond SYSPRO 7.0 is a new version of SYSPRO code-
named 'leopard' which will contain lots of new
functionality and new technology.
Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
Beyond syspro 7
What the Future Holds Beyond
SYSPRO 7
Simply Smarter
Education
SYSPRO App
Store
New functionality
in SYSPRO 7
Beyond SYSPRO 7
Microsoft Office
Windows 8
Cloud
Simply Smarter
Education and Training
Complete training guides SYSPRO 6.1
Complete training guides SYSPRO 7
Training guide of changes since 6.1 released
Training guide of changes from 6.1 to SYSPRO 7
Feature dems on most new features - 6.1 & SYSPRO 7
E-Learning updated to 6.1 & SYSPRO 7
No new certification required for SYSPRO 7
SYSPRO 6.1 available on Support Zone
SYSPRO 7 available on Community Preview site
Simply Smarter
SYSPRO App Store
Simply Smarter
App Store …
Customer can now publish their own apps
Cost-effective way of global marketing
Built-in IP protection for publishers
Multiple pricing models
Distribution and version support for consumers
handled by the App Store
Manages applications for the consumer
Reviews and ratings
Simply Smarter
App Store …
Simply Smarter
During life of SYSPRO 7
Streamlined
processes –
better service
Goods inward
processing
Stock
hierarchical
classifications
Bulk e-mails in
CMS
Extended
Enterprise
Multilingual
descriptions and
notes
Automatic
vouchering
More Financial
Ratio Analysis
Better
controls at
granular level
Status codes
linked to
activity
classifications
Currency / Time
information
against GL
transactions
More
flexibility
Configured Kits
Increased
number of GL
budgets
RTV module in
core product
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
BEYOND SYSPRO 7
Simply Smarter
Beyond SYSPRO 7 – ‘Leopard’
Streamlined
processes –
better service
AP payment cycle
without
check/remittance
print
Tax code in GL
journal entry
Automatic BPO in
Requirements
planning
Shipping days in
quotations
Supplier Contract
pricing; Tender
system (RFQ)
Extended
Enterprise
Phase 1 multi-
company, multi-
currency
Requisitions
suggested per
warehouse
supplier
Extended
warehouse
management
Drop shipments
Rules based
activities
Better
controls at
granular level
AR credit
management
reminders
Estimating
traceability
Stock reservations
against a Job
Vendor approval;
preferred vendor
with priority
Enhanced non-
stock GL
integration
More
flexibility
More GL
integration levels
sub-modules
Ability to post to
any prior period
WIP scrap, GL
integration and
Job closure
Update BOM from
a job
User workflow in
ECC and
Requisitions
Visibility and
access to
information
GL Analysis Query
Enhanced what-if
costing
Forecasting by
Customer
Operator
consolidation
Copyright © 2011 SYSPRO All rights reserved.
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Office, Windows 8, cloud
Simply Smarter
Microsoft Office
SYSPRO 7
Support Email Office 2013
SYSPRO Office Integration
 Not available in RC
Office 365 (Cloud)
Sending Emails
Exporting to Excel &Word
Simply Smarter
Cloud Aware
SkyDrive
Multi-media
Documents
Archived Documents
Accessibility
All Devices
Native support from SYSPRO Espresso
Collaboration
Social aspect
Simply Smarter
Windows 8
SYSPRO WCF Service
Support for Await and Async
Re-usable Login Info Component
Password Vault
Simply Smarter
Re-usable Settings Component
Password Vault
Simply Smarter
Simply Smarter
Simply Smarter
Simply Smarter
SYSPRO 7 Client Web Install
Pre-requisites
SYSPRO App Server (IP Address)
Minimal Install
Self-healing
Demo
Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7.0 Update 1
New Face, New Feel, New
Technologies
Simply SmarterCopyright © 2011 SYSPRO All rights reserved.
www.syspro.com
SYSPRO 7 Update 1
Why Update 1?
Why not port 38 or…
SP1 or…
SYSPRO 8?
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
New functionality in SYSPRO 7.0 Update 1
Simply Smarter
SYSPRO Communication Service
Separate services for e.net and SYSPRO
communications
Built-in retry function on SYSPRO client
Improved cleaning up of runaway processors
Simply Smarter
Built-in retry function
SYSPRO Communication Service
30 Second Timeout
Simply Smarter
eSignature enhancements
• Password
• OK
• Cancel
Authentication
• Specific or system variables
• Primary table columns
• Custom form columns
New condition editor
• Filter options
• Show x details
• Field chooser
eSignature Query
Simply Smarter
eSignature enhancements
Simply Smarter
eSignature enhancements
Simply Smarter
System-wide Personalization
Remove trailing zeroes in
Price/Cost
Default number of rows to return =
100
Show system-wide and role views
Simply Smarter
Customization Features
Add your own buttons to a toolbar
Add your own group headings to any form
Add Custom Form Fields and Master Table Data to
any list view
SQL only
Utilizing new + tables
Simply Smarter
AR Payment Import Program
To speed up the allocation of invoice payments in a high
volume environment.
To automate the capturing of invoice payments when the
remittance advice is received electronically.
Simply Smarter
Stock Take Capture by Stock Code
Detailed selection criteria available
Able to capture quantities in grid format
Simply Smarter
Requisition Create Purchase Orders
Standardized review
Improved the speed of loading and processing
Simply Smarter
Work in Progress
Stock reservations Inspection numbering
Retain Sales Order link
Simply Smarter
Quotations
Numbering by (customer) branch
Versioning
Display all
costs
Partial
confirmation
Quotations
Simply Smarter
Additional Features:
SYSPRO Calendar now available with WCF
Transactional date handling over 24-hour clock
Stock code substitution in sales orders
Trade Promotion enhancements
ECC enhancements
Decimal options for quantities (Inventory set-up)
New User Interface
BOM Scheduling Profile
Advanced Trial Kitting
Multi-level Trial Kitting
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
UPGRADING TO SYSPRO 7 Update 1
Simply Smarter
Upgrading to SYSPRO 7.0 Update 1
Data dictionary location
• BaseDD
• BaseDD_701
• BaseDD_701_ISAM
File handler location
• BaseFH
• BaseFH_701
Database version
stored in database
table Admversion
Single source
Determine version at
run time Version.txt
Simply Smarter
Upgrading to SYSPRO 7.0 Update 1
Just install server-side
and run (client self-
heals)
New tables & columns
added at login
Single or multiple
companies
SQL only
enhancements
Upgrade from
• SYSPRO 6.1
• SYSPRO 6.1 SP1
• SYSPRO 7
Pain free experience
Simply Smarter
Upgrading to SYSPRO 7.0 Update 1
Any other table/column changes?
Tax return periods table ADMTXP
Was system-wide – now per company
System file copied to each company during migration
EccConsumptionFlag (BomStructure)
Initial value set during upgrade
Simply Smarter
Installing Multiple WCF Services
 Load Balancing (e.net; SWS; SRS; Espresso)
 Multiple 3rd Party Applications
 Improved stability; performance, troubleshooting
Simply Smarter
Upgrading ‘gotcha’s’
ALL SERVICES MUST BE UNINSTALLED AND RE-
INSTALLED
All services have been re-written
Makes them upgradeable for future versions
Office 64 bit applications and USQL driver
Upgrade without converting AdmForm Data (SQL)
Then lay out plan for upgrading Custom Form Fields
Simply Smarter
SYSPRO 7.0.2 potential enhancements
Single set-up program across all modules
Custom form field amendment journals
Auto Completion of form data input
Search Window improvements
Address formatting at Company Level
Supplier and lead times defined at warehouse level
for purchasing and planning
Sales Order Contract Pricing – List Price plus markup
Redesign of Requisitions Processing User Interface
Simply Smarter
SYSPRO 7.0.2 potential enhancements …
Use Quotations non-stocked items in purchasing and
sales
Redesign of Landed Cost Tracking Interface
Auto-flag Journal and Distribution reports as printed
Late-linking of jobs to sales orders
Make the 16 levels of BOM dependent on setup
Allow all programs in the MRP process to be
automated
SQL Health Check
Simply Smarter
SYSPRO URL’s
SYSPRO Support Zone
http://support.syspro.com/log_in.php
Weekly Communique’s from SYSPRO US
SYSPRO 7 InfoZone
http://infozone.syspro.com
SYSPRO 7 Update 2 Enhancements
http://infozone.syspro.com/enhancements
SYSPRO Forums
http://forums.syspro.com/
QUESTIONS?
Todd Perlman
President
tperlman@btpartners.com
847.418.8149
Simply Smarter
Questions
Thank you!

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riteSOFT SYSPRO 7 seminar

  • 1. Copyright © 2011 SYSPRO All rights reserved.www.syspro.com SYSPRO 7 Presented by: Todd Perlman
  • 2. Agenda Product Release History Introducing SYSPRO 7 Upgrading to SYSPRO 7 New Functionality Beyond SYSPRO 7
  • 4. SYSPRO Release Highlights Product, Version, Issue Highlights Release SYSPRO 7 Update 2 Single Setup program across all modules Custom Form Field Amendment Journals Auto Completion for form data input Supplier and lead times defined at warehouse level TBD SYSPRO 7 Update 1 Separate WCF services for SYSPRO and e.net SYSPRO Client connection ‘retry’ eSignature enhancements Customization Features March, 2015 SYSPRO 7 Extended field sizes New web-based Product Configurator Server-based reporting solution for SRS reports 64-bit server support May, 2014 SYSPRO 6.1 SP1 SYSPRO Communication Service, SYSPRO Enterprise Search, Factory Scheduling integrated to Preactor 11.2, Tax rate supports 3 decimals (for Canada) June, 2012 SYSPRO 6.1 Workflow Services, Role-based security, Executive Dashboards, Cashflow Forecasting, Actual Costing, Real- time General Ledger, Revised Assets Register August, 2010 SYSPRO 6.0 Issue 010 SP2 Families & Groupings, Customizable panes and Executive View, Customizable Office Integration, Web Applications use .NET Framework 2.0 March, 2008
  • 5. Current Product Status Product Original Release Current phase SYSPRO 7 May, 2014 Mainstream SYSPRO 6.1 SP1 June, 2012 Extended (retire Dec 2015) SYSPRO 6.1 August, 2010 Retired in Dec 2014 SYSPRO 6.0 Issue 010 SP2 March, 2008 Retired in Dec 2014 SYSPRO 6.0 Issue 010 SP1 May, 2007 Retired in Jan 2011 SYSPRO 6.0 Issue 010 August, 2006 Retired in Jan 2011 SYSPRO 6.0 Issue 009 November, 2004 Retired in Jan 2011 SYSPRO 6.0 Issue 008 March, 2004 Retired in Jan 2011 SYSPRO 6.0 Issue 007 November, 2003 Retired in Jan 2011 SYSPRO 6.0 Issue 006 October, 2002 Retired in Jan 2011 Encore 5.1 October, 2001 Retired in Mar 2006 Encore 5.0 November, 2000 Retired in Mar 2006 Encore 4.0 January, 1999 Retired in Nov 2003 Encore 3.2 November, 1997 Retired in Nov 2003 Award 3.2 November, 1997 Retired in Nov 2003
  • 6. Lifecycle Phases Product Support Level Mainstream Extended Legacy Retired Enhancements are made to this version of software? Yes Rarely No No Corrections to reported problems will be made to this version of the product? Yes Discretionary No No Product support available? (assistance with product usage) Yes Yes Limited Very limited Technical support available? (assistance with technical issues) Yes Yes Limited No Development support available? (assistance for 3rd party developers) Yes Limited Very limited No Annual licenses are issued? Yes Yes Yes Yes Customers can upgrade to the mainstream product? Not Applicable Yes Yes Yes
  • 7. Lifecycle Phases Mainstream Phase (current product) This is the currently released product line with the latest features and technology available. Includes support for the most recent versions of Windows, SQL Server and MS Office. This version is intended for installation by new customers. We recommend that existing customers migrate to this version when appropriate. Extended Phase These are generally previous Versions and/or Issues of the current Mainstream product. As soon as a new CD or DVD is shipped, the previous Mainstream product is marked as 'Extended phase'. Generally only minor changes will be made to this version of software and even then only at the discretion of the SYSPRO development team. We recommend that existing customers migrate to the Mainstream version when appropriate. Legacy Phase These are older versions of software where no development work is being applied. These are typically at least a generation of products older that the Mainstream one. We recommend that existing customers migrate to the Mainstream version when appropriate. There is a risk that the latest technology may cause this software to fail to run appropriately. Retired Phase These are older versions of software where no development work is being applied. These are at least a generation of products older that the Mainstream one and use older technology or architectures. We recommend that existing customers migrate to the Mainstream version when appropriate. There is a fairly high risk that the latest technology may cause this software to fail to run appropriately.
  • 8. A stepping stone version means that if you are using a previous version of software, you must install and run the data conversion using the stepping stone version before using later versions. What is a Stepping Stone?
  • 10. Copyright © 2011 SYSPRO All rights reserved.www.syspro.com SYSPRO 7 New Face, New Feel, New Technologies
  • 11. Simply Smarter What is SYSPRO 7? SYSPRO 7 Higher transaction volumes Larger keys Longer descriptions Larger numerics Structured addresses
  • 12. Simply Smarter SYSPRO 7 is also… SYSPRO 7 New mobile platform Quantified implementations Enhanced reporting capabilities Enriched user experience Web install Enhanced features
  • 13. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com UPGRADING TO SYSPRO 7
  • 14. Simply Smarter SYSPRO 7 Installation
  • 15. Simply Smarter What is SYSPRO 7? Custom form data re-engineered for SQL sites Presentation lengths on larger field sizes Enhanced User Interface Simplified Main Menu Windows 8 style menus / tiles Flow Graph New Form Features 150 max number of form fields Word wrap for data field Mandatory indicator Updated Help system
  • 16. Simply Smarter What is SYSPRO 7? System-Wide layout available Customization Profiler Reports are all SRS style Sales Order Entry Express Legacy screens re-written Sub-ledger to ledger balancing reports Web based product configurator Import Programs Additional automatable programs
  • 18. Simply Smarter Technical Changes New executable names SYSPRO.EXE SYSPROClient.EXE 64-bit version New SRS engine 4 character company ID (SQL only) C-ISAM Limit now 4GB (was 1GB) New company license required Custom Forms New structure for SQL systems
  • 19. Simply Smarter Custom Forms Custom Form Data Re-engineered for SQL systems • Custom fields against a stock code stored in table InvMaster+ • The key of the custom table has the same key as the associated table Separate Custom Form Table per Master table •Improved performance •Improved scalability •Simplified reporting and analysis Benefits •Seamless data conversion •Standard SYSPRO programs and business objects will just work •Third party apps may require re-engineering if directly accessing custom data Conversion
  • 21. Simply Smarter 64-bit server native support • Client remains 32-bit 64-bit server • Larger memory support • 64-bit server ecosystem • SQL Server • IIS (web apps, e.net, SYSPRO Espresso) • Workflow service 64-bit benefits
  • 22. Simply Smarter Upgrading to SYSPRO 7 The product should work generally unaffected by larger field sizes or any other changes Using business objects – no affect Data Conversion Converts operator and other system-wide tables first… …then automatic conversion of multiple companies Client-side UI system files are converted on-the-fly Menu Conversion Favorites menu converted to new Task Panel MyMenu moved from main menu to Navigation menu
  • 23. Simply Smarter Upgrading to SYSPRO 7… Adjust settings Use SYSTEM-WIDE PERSONALIZATION to adjust Address settings Adjust presentation lengths Compatibility with SYSPRO 6.1 Address structure changed (mapping during conversion) Documents not affected  Windows printing pre-printed stationery remains unaffected  SRS documents remain unaffected Executable names have changed Legacy programs not available (e.g. APSP10 now APSPIN)
  • 24. Simply Smarter Performance of SYSPRO 7? Larger field sizes don’t affect performance SRS performance improvements Forms and List views load data faster than SYSPRO 6.1
  • 25. Simply Smarter Release Schedule for SYSPRO 7 Community Preview 3 General Release after thorough testing Release Candidate (RC) 29th April • Product can be deployed live to customer sites • 5 free SYSPRO Espresso User Licences (for live sites) • 24/7 support line • Special RC SharePoint support site SYSPRO 6.1 supported for 1 year
  • 26. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com New functionality in SYSPRO 7
  • 27. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com ADMINISTRATION
  • 28. Simply Smarter Defining Addresses… • Define how address fields should appear on a form • Define which map product to use for directions
  • 29. Simply Smarter Structured Addresses • Building • Street • City • Locality • State • Country • Zip • Geolocation Map directions from any form Automatic populate form addresses
  • 30. Simply Smarter Indicating a ‘test’ company Use SYSTEM-WIDE PERSONALIZATION to: • Define the bitmap to be used as the watermark, or use default • Indicate the companies as test companies
  • 31. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com Scalability
  • 32. Simply Smarter Extended scalability • Higher transactional throughput • Provides powerful processing for more efficient and higher transactional throughput A review of field size changes: Field New size Journals, Registers, line numbers… 10 digits (10 billion transactions) Sales orders, purchase orders, jobs, quotes, invoice number… 20 Operator, warehouse, branch, area… 20 Customer, supplier 15 Lot, serial 50 Quantities, mass, volume 12.6 Company ID 4 (SQL systems) Description fields 50 …and many other fields
  • 34. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com Enriched user experience
  • 35. Simply Smarter User Experience • New look themes • Menus • UI Controls – touch screens Simplified main screen • ‘Active’ tiles • Navigation • Flow graph process menus Windows 8 style menus • Extended functionality • Enhanced user experience New chart controls
  • 36. Simply Smarter Main Screen  Simplified ribbon bar  Short introductory movie tutorials  All other panes hidden  ‘Program List’ replaces ‘Main Menu’
  • 37. Simply Smarter New Themes, Tiles, Flow Graphs…
  • 39. Simply Smarter New Task Panels  Applications & documents easier to manage using Tiles  Drag & drop support, from Windows explorer or Program List  Unlimited tiles & categories  Create your own XAML styles  Easy to find programs  Tiles are ‘active’
  • 40. Simply Smarter New Menu Navigation • Use tiles to build menus • Navigate to other menus • Navigate to flow graphs • List view style supported • All previous menus supported
  • 41. Simply Smarter New Flow Graph • Build flow graphs of business processes • Use built-in templates • Unlimited flow graphs • Use VBScript to dynamically modify behavior of nodes
  • 42. Simply Smarter New 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
  • 43. Simply Smarter New Look Help System • New styling, more readable font • Navigation tiles
  • 44. Simply Smarter Inserting Application Help Right-click on form and select Insert Application Help
  • 45. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com CUSTOMIZATION
  • 46. Simply Smarter New FORM Features • 150 maximum number of form fields • 256 maximum field size • 3000 maximum multi-line • Indicate ‘mandatory’ fields • Word wrap for data field • Read-only for display fields (hyperlinks) • Create structured addresses and Filename and Folder browsing using the Form Designer
  • 47. Simply Smarter VBScript Editor • Modify properties of any toolbar button using VBScript • Execute or action any toolbar button using VBScript • 4-way splitter frame in editor • Procedures (Functions and Sub) are shown in collapsible regions • More sample code • Easier to understand variables • List view Designer
  • 48. Simply Smarter New Designer for List views • Design a list view for a customized pane • Generates sample code to populate the list view
  • 49. Simply Smarter Additional Scripting Field Properties Use VBScript to modify: • The height of a form field • The background color of the caption • The foreground color of the caption • Whether the caption is to be bold • Whether the field is to be indicated as ‘required’ • The XAML theme to be applied to the caption
  • 50. Simply Smarter Add VBScript to a .NET User Control A .NET user control can now execute VBScript directly without having to raise the OnRefresh event Easier to deploy a user control with self-contained script (unlimited size) Secures the script code C# syntax: String MethodName = "ExecuteScript:procedure(param1,param2)"; String vbScriptInput = "VBScript code"; MyGetSetSYSPRO(ref MethodName, ref vbScriptInput);
  • 51. Simply Smarter Application Builder • Up to 20 Application Builders are now available • Application builders can be defined at the role, system- wide or industry level
  • 52. Simply Smarter Designing UI Layouts Originally for roles only… Design layouts system-wide and create a standard look and feel across the entire organization Design layouts for industries and create industry-specific and relevant terminology
  • 54. Simply Smarter Customization Profiler Complete customization analysis of any application Shows all events being trapped Shows where CallBo, CallWorkFlow and CreateObject are used
  • 55. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com WORKFLOW SERVICES
  • 56. Simply Smarter Workflow Enhancements Upgrade to .NET Framework 4.5 Performance upgrades State Machine Workflow Developer productivity features Quick Find Auto Surround Sequence Multiple Select Outline view Annotations Reduced start up time No more service discovery Only load runtime when needed Built in Top-X options for improved performance
  • 57. Simply Smarter New Workflow Type – State Machine
  • 58. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com REPORTING
  • 59. Simply Smarter Enhanced Reporting Improved performance Server-side reporting Reporting anytime, anywhere (Outlook and SYSPRO Espresso) Report XML size XML SQL Inventory Price List 54 MB 3 min:10 sec (854 pgs, 40081 rec) 0:35 sec (854 pgs, 40081 records) Inventory Wh Exception 164 MB 68 min:39 sec (15 pgs, 271 records) stopped report 2 min:18 sec (7311 pgs, 143674 records) BOM Costing Report 99 MB 10 min:24 sec (0 pgs, 0 records) crashed 6 min:10 sec (25452 pgs, 131627 records) List Customer Stock codes 180 MB 18 min:57 sec (1421 4pgs, 936745 records) 12 min:24 sec (14214 pgs,936745 records)
  • 62. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com Enhanced features
  • 63. Simply Smarter Overview Streamlined processes – better service AP contra Invoices and prepayment abilities AR cash posting and new posting options GL journal split into functional programs SO entry express Extended Enterprise Extended Field sizes Intercompany asset transfer Shareholding Better controls at granular level Sub-ledger to GL balancing Quotation versioning, numbering by Branch and auto generation of non-stocked codes GL structure access separate program More flexibility All programs have new UI All reports in SRS Web based product configurator
  • 64. Simply Smarter GL Balancing Reports For the following modules: AR, AP, Inventory, Assets, WIP, GRN and Cashbook Identifies GL codes treated as control accounts Identifies all un-posted journals Identifies any transactions that do not balance to GL journal Identifies any GL journals that do not balance to live GL Identifies any GL journals that have been posted directly into accounts as control accounts Identifies duplicate entries in GL journal or transaction files These are reports – they do not correct entries
  • 67. Simply Smarter Capture and POST multiple AR payments Prior to SYSPRO 7: In SYSPRO 7, capture payments in data grid, produce report in report pane, post directly
  • 68. Simply Smarter AP Invoice Posting All the relevant information is loaded on one screen No distracting popup windows Posting to a job is done inline Prior to SYSPRO 7:
  • 69. Simply Smarter GL Post Multiple Normal Journals Posts multiple GL journals in one run of the program Automatable The report displays posted and unposted journals simultaneously, indicating error messages Post GL recurring journals
  • 70. Simply Smarter AR Bank Deposit Slip Automatable Report produced in report pane
  • 71. Simply Smarter WIP Labor Posting Posting accomplished on one screen Visually design posting formats Full power of Form Designer, and scripting
  • 72. Simply Smarter Quotation Versioning Different versions of quotations to track changes Can revert back to older quotation version
  • 73. Simply Smarter Lots, Bins and Serial Allocations New style, highly customizable UI, with grid interface, for the allocation of lots, bins and serials Ease of data entry into a single grid Visibility of all allocations for the current component Used for Order Entry Express as well as for WIP
  • 74. Simply Smarter Import Programs Import using a file or paste into a data grid Optional review (and modify) contents of import file Automatable Import only if the entire file is valid or only import valid records and to report on invalid records
  • 76. Simply Smarter Product Configurator Selections and Criteria, and Options and Components on single windows, using hyperlinks and context sensitive menus to navigate and accomplish tasks High visibility of configuration components using fewer interfaces integrated for ease of use
  • 77. Simply Smarter Web based Product Configurator… Web based, externally accessible Visibility of all Selections and Criteria chosen, ability to return to any previous selection, make a change and continue from that point forwards Uses e.net business objects for product functionality Better process flow, show images
  • 78. Simply Smarter Factory Documentation New style Review style selection One window for all processing including Dummy jobs
  • 79. Simply Smarter Quotation Documents New style Review style Selection Single screen for all processing
  • 80. Simply Smarter Sales Order Entry Express Orders entered in a data grid Custom forms handled in grid Tree view structure contains components, comments, service charges
  • 81. Simply Smarter TPM Deductions Review New review-style UI using data grid
  • 83. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com IMPLEMENTATIONS
  • 84. Simply Smarter Quantum Architecture Visibility into single source of system specifications Model Business Processes Map onto SYSPRO Record process decisions Identify and model integration points Identify relevant KPIs Define required Security Master-data forms and imports Record configuration decision Report on model and decisions Import Data and Configure SYSPRO
  • 87. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com MOBILITY
  • 88. Simply Smarter Unlock the world with SYSPRO Espresso Business benefits: Access secure information anywhere, anytime, on anything Real-time sales and service information Tailored experience Work offline Applications purchased via the App Store Pricing per user (3 devices) and by application
  • 89. Simply Smarter "Make it Yourself" with SYSPRO Espresso Reasons to develop on the SYSPRO Espresso platform: Use your existing web development skills (HTML, C#) Write once Same user experience across all devices Component architecture simplifies development Showcase your apps on the SYSPRO App Store Integrate messaging, device sensors (GPS, camera, microphone), and push notifications
  • 90. Simply Smarter Application Functionality Ships with a number of pre-built applications To be confirmed Targeted functionality Partly based on existing Web Applications Partly based on SYSPRO Mobile functionality Shop floor functions Approvals and workflow Business Intelligence Target a casual user
  • 94. Simply Smarter …and on your Desktop…
  • 95. Simply Smarter The Path to SYSPRO 7 and Beyond Beyond SYSPRO 6.1 is the release of SYSPRO 7 Extended field sizes New web-based Product Configurator Server-based reporting solution for SRS reports 64-bit server support The SYSPRO App Store debuted in 2013 Windows 8 operating system support SYSPRO Espresso Mobile Platform Beyond SYSPRO 7.0 is a new version of SYSPRO code- named 'leopard' which will contain lots of new functionality and new technology.
  • 96. Copyright © 2011 SYSPRO All rights reserved.www.syspro.com Beyond syspro 7 What the Future Holds Beyond SYSPRO 7
  • 97. Simply Smarter Education SYSPRO App Store New functionality in SYSPRO 7 Beyond SYSPRO 7 Microsoft Office Windows 8 Cloud
  • 98. Simply Smarter Education and Training Complete training guides SYSPRO 6.1 Complete training guides SYSPRO 7 Training guide of changes since 6.1 released Training guide of changes from 6.1 to SYSPRO 7 Feature dems on most new features - 6.1 & SYSPRO 7 E-Learning updated to 6.1 & SYSPRO 7 No new certification required for SYSPRO 7 SYSPRO 6.1 available on Support Zone SYSPRO 7 available on Community Preview site
  • 100. Simply Smarter App Store … Customer can now publish their own apps Cost-effective way of global marketing Built-in IP protection for publishers Multiple pricing models Distribution and version support for consumers handled by the App Store Manages applications for the consumer Reviews and ratings
  • 102. Simply Smarter During life of SYSPRO 7 Streamlined processes – better service Goods inward processing Stock hierarchical classifications Bulk e-mails in CMS Extended Enterprise Multilingual descriptions and notes Automatic vouchering More Financial Ratio Analysis Better controls at granular level Status codes linked to activity classifications Currency / Time information against GL transactions More flexibility Configured Kits Increased number of GL budgets RTV module in core product
  • 103. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com BEYOND SYSPRO 7
  • 104. Simply Smarter Beyond SYSPRO 7 – ‘Leopard’ Streamlined processes – better service AP payment cycle without check/remittance print Tax code in GL journal entry Automatic BPO in Requirements planning Shipping days in quotations Supplier Contract pricing; Tender system (RFQ) Extended Enterprise Phase 1 multi- company, multi- currency Requisitions suggested per warehouse supplier Extended warehouse management Drop shipments Rules based activities Better controls at granular level AR credit management reminders Estimating traceability Stock reservations against a Job Vendor approval; preferred vendor with priority Enhanced non- stock GL integration More flexibility More GL integration levels sub-modules Ability to post to any prior period WIP scrap, GL integration and Job closure Update BOM from a job User workflow in ECC and Requisitions Visibility and access to information GL Analysis Query Enhanced what-if costing Forecasting by Customer Operator consolidation
  • 105. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com Office, Windows 8, cloud
  • 106. Simply Smarter Microsoft Office SYSPRO 7 Support Email Office 2013 SYSPRO Office Integration  Not available in RC Office 365 (Cloud) Sending Emails Exporting to Excel &Word
  • 107. Simply Smarter Cloud Aware SkyDrive Multi-media Documents Archived Documents Accessibility All Devices Native support from SYSPRO Espresso Collaboration Social aspect
  • 108. Simply Smarter Windows 8 SYSPRO WCF Service Support for Await and Async Re-usable Login Info Component Password Vault
  • 109. Simply Smarter Re-usable Settings Component Password Vault
  • 113. Simply Smarter SYSPRO 7 Client Web Install Pre-requisites SYSPRO App Server (IP Address) Minimal Install Self-healing Demo
  • 114. Copyright © 2011 SYSPRO All rights reserved.www.syspro.com SYSPRO 7.0 Update 1 New Face, New Feel, New Technologies
  • 115. Simply SmarterCopyright © 2011 SYSPRO All rights reserved. www.syspro.com SYSPRO 7 Update 1 Why Update 1? Why not port 38 or… SP1 or… SYSPRO 8?
  • 116. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com New functionality in SYSPRO 7.0 Update 1
  • 117. Simply Smarter SYSPRO Communication Service Separate services for e.net and SYSPRO communications Built-in retry function on SYSPRO client Improved cleaning up of runaway processors
  • 118. Simply Smarter Built-in retry function SYSPRO Communication Service 30 Second Timeout
  • 119. Simply Smarter eSignature enhancements • Password • OK • Cancel Authentication • Specific or system variables • Primary table columns • Custom form columns New condition editor • Filter options • Show x details • Field chooser eSignature Query
  • 122. Simply Smarter System-wide Personalization Remove trailing zeroes in Price/Cost Default number of rows to return = 100 Show system-wide and role views
  • 123. Simply Smarter Customization Features Add your own buttons to a toolbar Add your own group headings to any form Add Custom Form Fields and Master Table Data to any list view SQL only Utilizing new + tables
  • 124. Simply Smarter AR Payment Import Program To speed up the allocation of invoice payments in a high volume environment. To automate the capturing of invoice payments when the remittance advice is received electronically.
  • 125. Simply Smarter Stock Take Capture by Stock Code Detailed selection criteria available Able to capture quantities in grid format
  • 126. Simply Smarter Requisition Create Purchase Orders Standardized review Improved the speed of loading and processing
  • 127. Simply Smarter Work in Progress Stock reservations Inspection numbering Retain Sales Order link
  • 128. Simply Smarter Quotations Numbering by (customer) branch Versioning Display all costs Partial confirmation Quotations
  • 129. Simply Smarter Additional Features: SYSPRO Calendar now available with WCF Transactional date handling over 24-hour clock Stock code substitution in sales orders Trade Promotion enhancements ECC enhancements Decimal options for quantities (Inventory set-up) New User Interface BOM Scheduling Profile Advanced Trial Kitting Multi-level Trial Kitting
  • 130. Copyright © 2011 SYSPRO All rights reserved. www.syspro.com UPGRADING TO SYSPRO 7 Update 1
  • 131. Simply Smarter Upgrading to SYSPRO 7.0 Update 1 Data dictionary location • BaseDD • BaseDD_701 • BaseDD_701_ISAM File handler location • BaseFH • BaseFH_701 Database version stored in database table Admversion Single source Determine version at run time Version.txt
  • 132. Simply Smarter Upgrading to SYSPRO 7.0 Update 1 Just install server-side and run (client self- heals) New tables & columns added at login Single or multiple companies SQL only enhancements Upgrade from • SYSPRO 6.1 • SYSPRO 6.1 SP1 • SYSPRO 7 Pain free experience
  • 133. Simply Smarter Upgrading to SYSPRO 7.0 Update 1 Any other table/column changes? Tax return periods table ADMTXP Was system-wide – now per company System file copied to each company during migration EccConsumptionFlag (BomStructure) Initial value set during upgrade
  • 134. Simply Smarter Installing Multiple WCF Services  Load Balancing (e.net; SWS; SRS; Espresso)  Multiple 3rd Party Applications  Improved stability; performance, troubleshooting
  • 135. Simply Smarter Upgrading ‘gotcha’s’ ALL SERVICES MUST BE UNINSTALLED AND RE- INSTALLED All services have been re-written Makes them upgradeable for future versions Office 64 bit applications and USQL driver Upgrade without converting AdmForm Data (SQL) Then lay out plan for upgrading Custom Form Fields
  • 136. Simply Smarter SYSPRO 7.0.2 potential enhancements Single set-up program across all modules Custom form field amendment journals Auto Completion of form data input Search Window improvements Address formatting at Company Level Supplier and lead times defined at warehouse level for purchasing and planning Sales Order Contract Pricing – List Price plus markup Redesign of Requisitions Processing User Interface
  • 137. Simply Smarter SYSPRO 7.0.2 potential enhancements … Use Quotations non-stocked items in purchasing and sales Redesign of Landed Cost Tracking Interface Auto-flag Journal and Distribution reports as printed Late-linking of jobs to sales orders Make the 16 levels of BOM dependent on setup Allow all programs in the MRP process to be automated SQL Health Check
  • 138. Simply Smarter SYSPRO URL’s SYSPRO Support Zone http://support.syspro.com/log_in.php Weekly Communique’s from SYSPRO US SYSPRO 7 InfoZone http://infozone.syspro.com SYSPRO 7 Update 2 Enhancements http://infozone.syspro.com/enhancements SYSPRO Forums http://forums.syspro.com/
  • 140.

Editor's Notes

  1. SYSPRO helps food and beverage companies consistently meet quality, safety and compliance issues.  All standard processes are documented, and all operations and results are tracked and logged to support your detailed reporting requirements.  Features such as traceability, lot requirements, production statistics reporting, recipe management and change management provide the control and predictability you need to detect and address exceptions early, and consistently produce the highest quality products.  Shelf life management and first-expire, first-out inventory control ensure you’ll use ingredients in the best sequence and avoid expiration loss.  By tracking items from cradle to grave, your company can implement effective recall procedures with complete forward and backward traceability of any material.  SYSPRO’s ERP software for food and beverage manufacturing addresses specific industry needs, while minimizing costs and maximizing productivity. Distribution and manufacturing production control issues are separate and interrelated challenges faced by both discrete and process manufacturers. SYSPRO ERP includes functionality and best practice processing for each challenge -- solutions that are all more effective because they were created with an understanding of how manufacturing software needs to respond to the needs of  food and beverage manufacturers.
  2. Different types of installations Client DVD installation Server DVD installation Client web installation
  3. Web installation Simplified installation process A small stub is downloaded IP address is all you need Client side reporting is not supported as no Crystal components are deployed
  4. New executable and DLL names SYSPRO.EXE (IMPACT) SYSPROClient.EXE (IMPCSC) SYSPROService.EXE (IMPCSU) SYSPROAuto.EXE (IMPAUT) 64-bit version available SYSPRO64.EXE SYSPRO64.DLL New SRS engine Crystal Reports 2008 (client printing and designer) Crystal Reports Server Embedded 2011 All reports use SRS
  5. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  6. Community Preview 3 available Release Candidate (RC) program starts 29th April The software is functionally complete Apart from bug fixes, it will be the same software that goes on General Release Product can be deployed live to customer sites 5 free SYSPRO Espresso User Licences (for live sites) 24/7 support line Special RC SharePoint support site Community Preview program will continue to run General Release after x months of RC testing SYSPRO 6.1 will be supported for one year after release of SYSPRO 7
  7. Simplified main screen New look themes Menus UI controls - take advantage of touch screens Windows 8-style menus with ‘active’ tiles Navigation Linking through to other menus or flow graph process menus New chart controls Extended functionality Enhanced user experience
  8. 2
  9. Similar functionality to that in standard Order Entry Orders entered in data grid Fully scriptable, handles custom forms in the grid All processing accomplished within a single screen Show images Tree view structure to show comment lines, kit components…
  10. SYSPRO’s Implementation Framework Developed to simplify the understanding of the complexities of a business Assists business decision makers and implementers in aligning the business and system needs Ensures the Implemented system corresponds with the architected solution and enables the modeled business processes Single software framework blueprint of all processes architected solution engagements and decision Availability Will be released with SYSPRO 7 Includes Process Modeling (SPM) Configuration options Project Management Not just for new sites, great for sites wanting to re-engineer and streamline their processes realize full potential of SYSPRO
  11. An engagement in QA is merely a conversation / a JAD (Joint Application design) session. It involves contacts/people from the customer and contacts/people from the supplier.
  12. New executable and DLL names SYSPRO.EXE (IMPACT) SYSPROClient.EXE (IMPCSC) SYSPROService.EXE (IMPCSU) SYSPROAuto.EXE (IMPAUT) 64-bit version available SYSPRO64.EXE SYSPRO64.DLL New SRS engine Crystal Reports 2008 (client printing and designer) Crystal Reports Server Embedded 2011 All reports use SRS
  13. Goods Inward Processing (shortage control) When goods are received into stock (through any receipt mechanism) then the operator will have the option to check for any demand on the item (i.e. Sales Orders, Material allocations on a job) from the results (if allowed) will be able to issue to these.   Multilanguage descriptions and Notes Ability to hold language codes and the translated stock description, long description, comments such as dangerous goods, sales text etc, against each stock code. Each customer, customer ship address, supplier, supplier ship address and warehouse will be assigned a language code. All sales order documents (acknowledgement, delivery note, invoices), equivalent dispatch note documents, purchase order document print and quotation document print relating to stock items printed for these entities will be in their language. Status codes linked to activity classifications Generic status codes - A generic set of status codes van be defined and multiple statuses assigned to an entity e.g. stock code, customer, supplier etc. These statuses are tied to the activity classifications and will determine whether or not a process can be undertaken for that entity. User definable activity classifications - Depending on the status of an entity you will or will not be able to use this entity in this a process. For example you may not be allowed to add a stock code to a sales order when it is in a certain status. Hierarchical classification against Stock items This provides for structured searching on stock codes. A structure of classifications can be defined and stock codes attached to these classifications. A new search facility will use these to select the top level classification and drill down through the levels until you show the stock codes. You will be able to select the stock code based on this.   Configured Kits Provide the ability to create a job in advance of confirming a quotation. Any changes to the quote will synchronize to the job allocations. Comment lines can optionally be printed on the Sales Order from the components used. A new type of kit (Configured kit) will be introduced that will be created from the Product Configurator in Sales Orders or Quotations. All selected components and operations will be written to new entries tables (not BOM or Estimate) which are linked to the sales order line (or quote line). When the job is created the components and operations in these tables will be used as the allocations. Any maintenance done to these entries will be synchronised with the job allocations. If the job was started before the quote was confirmed (the finished good will be flagged as non-stocked) then, at the time of confirming the quote and creating the sales order the item will be changed to stocked on the sales order and job and the job linked to the sales order line.   Automatic vouchering New functionality to enable customers to mark certain Suppliers, Requisitions and Purchase Orders for automated vouchering. Invoices for these will be created by a schedulable program after receipt of the goods. It would be typically used in an environment where a trusted supplier makes many deliveries of low value.   Withholding tax in conjunction with Settlement discount Credit/Debit notes The use of Credit/Debit notes for Settlement discount is now allowed in conjunction with the use of Withholding tax. Increased Number of GL Budgets allowed The number of allowed GL Budgets has been increased from 10 to 99, i.e. Current and Next Year budgets plus 97 Alternate Budgets. More Financial Ratio Analysis Eighteen new Financial Ratios have been added to the Financial Ratio Analysis. Currency and Time information in General Ledger Additional time and currency information will be stored in the General Ledger transaction tables Bulk e-mail The ability to do a bulk e-mail out of the Contact management system will be provided European Union Legislative requirements There are a number of EU legislative tax requirements that need to be catered for. Return to Vendor (RTV) Incorporate RTV into the core SYSPRO product
  14. Leopard functionality GL Analysis Query A new query that allows for the analysis of GL Analysis entries across multiple GL accounts has been added. AR Credit Management Reminders (Dunning) At an AR Invoice level, the ability to keep track of reminders to pay sent to customers has been added. AP Payment Cycle without check/remittance print The need to print checks and/or remittances as part of the AP Payment Run process has been made optional. Tax Code in GL Journal Entry The ability to define a tax code against a GL code has been added. When a journal is posted to such GL code, a tax transaction is also posted against that tax code. The start of the journey towards a full multi-company, multi-currency SYSPRO SYSPRO will start implementing features to enhance the fit to multi-company, multi-site and multi-currency environments. Greater detail of the exact functionality in this release will be made available at a later point in time. More integration levels for GL Integration The ability to define GL accounts at a greater level of detail, allowing greater flexibility for sub-module transactions to be allocated to a larger number of GL accounts has been added to SYSPRO. Removal of concept of Current/Previous1/Previous2 The constraint to only post to periods other than the current or two previous periods have been removed. Note – posting will only be allowed to two periods before the conversion to Leopard took place.   Automate Blanket Purchase Orders in Requisition Planning In Requirements planning provide for automatic creation of Purchase Orders from Blanket Purchase orders and automatically update the Blanket Purchase Order.   Estimating traceability Provide an amendment Journal and traceability of changes to Estimates (and Routings).   Shipping days in quotations Add shipping days to Quotations, so an accurate delivery date can be calculated   Work in progress Scrap, G/L integration and Job closure Improve production scrap recording; expand on the work in progress general ledger integration (e.g. integrate by job class) and rework Job Closures to include recording of scrap, new G/L Integration and variance analysis.   Stock reservations against a job Enable stock reservation against a job, so that specific stock can be allocated to a job and not consumed elsewhere.   Update bill of materials from a job Enable a bill of material to be updated from a Job, so any material or labor amendments made against the job will be reflected back against the bill.   Enhance what-if costing Rework and enhance what-if costing by providing more options and visibility.   Enhance and improve the Engineering Change Control system Provide for improvements to the Engineering Change Control system to streamline processes, make it more intuitive and in line with customer requirements.   A variety of industry specific enhancements With the focus on a number of selected industries enhancements will be made to further SYSPRO’s fit in these industries.   Suggested Requisitions per Warehouse Supplier (???) The Supplier can now be stored against the SKU/warehouse, thus enabling requirements planning to suggest a purchase order/requisition against the specific warehouse supplier.   Actual Costing allow manual serials, allow negative FIFO with a setting per stock code Allow for actual costing against manual serialized items and provide the ability to define the ‘rule’ of processing negative FIFO buckets (i.e. create a new bucket, update specific bucket, update last bucket) against each stock item.   Warehouse Management System n Advanced slotting –this provides for moving stock around the warehouse to make it more accessible based on the seasonality determined by Inventory Optimization n Cycle count – count profile configuration and count workflow in SYSPRO workflow services n Progress monitoring provided by executive dashboards n Process Automation – automation of put away, cycle count, replenishment, release/allocations, kit building and label formats n Mobile integration n Key Performance Indicators (dashboards) for picks per operator, bin turns and order fulfillment rate. Once setup these can be measured, captured and compared in both reports and dashboards, thus providing more visualization into the warehouse’s performance.   Vendor approval system Provide for a means to approve Vendors in advance of them becoming active in SYSPRO.   Preferred vendor with priority This is to allow organizations to allocate preferred vendors against stock items and then to pro rata their orders against those vendors based on percentage splits.   Supplier Contract Pricing Allow for contract pricing between the organization and its suppliers to be stored in SYSPRO and applied at the time of raising a purchase order.   Tender system (RFQ) Provide for a tender/RFQ system within the purchasing process.   Drop Shipments Allow for goods to be allocated directly to a Sales Order and delivered to the customer on receipt, without going into the warehouse. In addition at the time of receipts the option will exist to check for demand and selectively issue.   Enhance non-stock general ledger integration Expand on the current non-stocked G/L integration, by providing more options.   Integrate SYSPRO workflow services into various SYSPRO processes Migrate the requisition and engineering change control workflows to SYSPRO workflow service.   Forecasting by customer Enhance the Forecasting module to provide for forecasting at customer level. Tax Projects Provide a means of submitting tax information electronically Provide an integration to Tax calculation software such as Avalar Rules Based Activity System Provide the facility to define logical expressions against activities that will control the accessibility of those activities, system wide Expand time values Allow for seconds to be recorded in calendars, shifts and throughout Distribution and Manufacturing modules.   Operator consolidation – Requisition users, Buyers, Planners This is an architectural change to combine all requisition user, buyer and planners into the operator table.
  15. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  16. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  17. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  18. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  19. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  20. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  21. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  22. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  23. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  24. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster
  25. Larger field sizes means more data …but should not affect general performance SRS performance improvements important Server-side printing SQL data source instead of XML Forms and List views load data faster than SYSPRO 6.1 List views load data about 10% faster