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Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7
Presented by:Todd Perlman
Agenda
Product Release HistoryIntroducing SYSPRO 7Upgrading to SYSPRO 7New FunctionalityBeyond SYSPRO 7
SYSPRO Evolution
SYSPRO Release HighlightsProduct, Version, Issue Highlights Release
SYSPRO 7 Update 2 Single Setup program across all modulesCustom Form Field Amendment JournalsAuto Completion for form data inputSupplier and lead times defined at warehouse level
TBD
SYSPRO 7 Update 1 Separate WCF services for SYSPRO and e.netSYSPRO Client connection ‘retry’eSignature enhancementsCustomization Features
March, 2015
SYSPRO 7 Extended field sizesNew web-based Product ConfiguratorServer-based reporting solution for SRS reports64-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 StatusProduct Original Release Current phaseSYSPRO 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 PhaseThese 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 PhaseThese 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?
SYSPRO 6.1 SP1SYSPRO
6.0.010 SP2SYSPRO 6.0.009SYSPRO
6.0.008Encore
4.0
Steps to SYSPRO 7
SYSPRO 7
Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7
New Face, New Feel, New Technologies
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What is SYSPRO 7?
SYSPRO 7
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SYSPRO 7 is also…
SYSPRO 7
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
UPGRADING TO SYSPRO 7
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SYSPRO 7 Installation
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What is SYSPRO 7?
Custom form data re-engineered for SQL sitesPresentation lengths on larger field sizesEnhanced User Interface
Simplified Main MenuWindows 8 style menus / tilesFlow Graph
New Form Features150 max number of form fieldsWord wrap for data fieldMandatory indicator
Updated Help system
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What is SYSPRO 7?
System-Wide layout availableCustomization ProfilerReports are all SRS styleSales Order Entry ExpressLegacy screens re-writtenSub-ledger to ledger balancing reportsWeb based product configuratorImport ProgramsAdditional automatable programs
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Web Installation…
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Technical ChangesNew executable
namesSYSPRO.EXE
SYSPROClient.EXE
64-bit version New SRS engine
4 character company ID (SQL only)
C-ISAMLimit now 4GB
(was 1GB)New company
license required
Custom FormsNew structure for
SQL systems
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Custom FormsCustom Form Data Re-engineered for SQL systems
Separate Custom Form Table per Master table
• Custom fields against a stock code stored in table InvMaster+• The key of the custom table has the same key as the associated table
Benefits
• Improved performance• Improved scalability• Simplified reporting and analysis
Conversion
• Seamless data conversion• Standard SYSPRO programs and business objects will just work• Third party apps may require re-engineering if directly accessing custom data
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Custom Forms…
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64-bit server native support
64-bit server
• Client remains 32-bit
64-bit benefits
• Larger memory support• 64-bit server ecosystem
• SQL Server• IIS (web apps, e.net, SYSPRO Espresso)• Workflow service
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Upgrading to SYSPRO 7The product should work generally unaffected by larger field sizes or any other changes
Using business objects – no affect
Data ConversionConverts operator and other system-wide tables first……then automatic conversion of multiple companiesClient-side UI system files are converted on-the-fly
Menu ConversionFavorites menu converted to new Task PanelMyMenu moved from main menu to Navigation menu
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Upgrading to SYSPRO 7…Adjust settings
Use SYSTEM-WIDE PERSONALIZATION to adjust Address settingsAdjust presentation lengths
Compatibility with SYSPRO 6.1Address 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)
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Performance of SYSPRO 7?
Larger field sizes don’t affect performanceSRS performance improvementsForms and List views load data faster than SYSPRO 6.1
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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.
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New functionality in SYSPRO 7
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Defining Addresses…• Define how address fields should appear on a form• Define which map product to use for directions
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Structured Addresses
• Building• Street• City• Locality• State• Country• Zip• Geolocation
Map directions from any formAutomatic populate form addresses
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Indicating a ‘test’ companyUse SYSTEM-WIDE PERSONALIZATION to:
• Define the bitmap to be used as the watermark, or use default
• Indicate the companies as test companies
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Extended scalability• Higher transactional throughput• Provides powerful processing for more efficient and higher
transactional throughput
A review of field size changes:Field New sizeJournals, 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
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Setting Presentation Lengths
Copyright © 2011 SYSPRO All rights reserved.
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Enriched user experience
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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
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Main Screen Simplified ribbon bar Short introductory movie tutorials All other panes hidden ‘Program List’ replaces ‘Main Menu’
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New Themes, Tiles, Flow Graphs…
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New Look…
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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’
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New Menu Navigation• Use tiles to build menus
• Navigate to other menus• Navigate to flow graphs
• List view style supported• All previous menus supported
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New Flow Graph• Build flow graphs of business processes• Use built-in templates• Unlimited flow graphs• Use VBScript to dynamically modify behavior of nodes
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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
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New Look Help System• New styling, more readable font• Navigation tiles
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Inserting Application HelpRight-click on form and select Insert Application Help
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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
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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
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New Designer for List views
• Design a list view for a customized pane
• Generates sample code to populate the list view
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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
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Add VBScript to a .NET User Control
A .NET user control can now execute VBScript directly without having to raise the OnRefresh eventEasier 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);
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Application Builder
• Up to 20 Application Builders are now available
• Application builders can be defined at the role, system-wide or industry level
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Designing UI LayoutsOriginally for roles only…
Design layouts system-wide and create a standard look and feel across the entire organizationDesign layouts for industries and create industry-specific and relevant terminology
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Designing UI Layouts…
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Customization ProfilerComplete customization analysis of any applicationShows all events being trappedShows where CallBo, CallWorkFlow and CreateObject are used
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
WORKFLOW SERVICES
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Workflow EnhancementsUpgrade to .NET Framework 4.5Performance upgradesState Machine WorkflowDeveloper productivity features
Quick FindAuto Surround SequenceMultiple SelectOutline viewAnnotations
Reduced start up timeNo more service discoveryOnly load runtime when needed
Built in Top-X options for improved performance
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New Workflow Type – State Machine
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Enhanced ReportingImproved performanceServer-side reportingReporting 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)
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Reporting Setup
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Run reports remotely
Copyright © 2011 SYSPRO All rights reserved.
www.syspro.com
Enhanced features
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OverviewStreamlined 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
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GL Balancing ReportsFor the following modules:
AR, AP, Inventory, Assets, WIP, GRN and CashbookIdentifies GL codes treated as control accountsIdentifies all un-posted journalsIdentifies any transactions that do not balance to GL journalIdentifies any GL journals that do not balance to live GLIdentifies any GL journals that have been posted directly into accounts as control accountsIdentifies duplicate entries in GL journal or transaction filesThese are reports – they do not correct entries
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Balancing Reports…
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Balancing Reports…
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Capture and POST multiple AR paymentsPrior to SYSPRO 7:In SYSPRO 7, capture payments in data grid, produce report in report pane, post directly
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AP Invoice Posting
All the relevant information is loaded on one screenNo distracting popup windowsPosting to a job is done inline
Prior to SYSPRO 7:
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GL Post Multiple Normal Journals
Posts multiple GL journals in one run of the programAutomatableThe report displays posted and unposted journals simultaneously, indicating error messagesPost GL recurring journals
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AR Bank Deposit SlipAutomatableReport produced in report pane
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WIP Labor PostingPosting accomplished on one screenVisually design posting formats
Full power of Form Designer, and scripting
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Quotation VersioningDifferent versions of quotations to track changesCan revert back to older quotation version
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Lots, Bins and Serial AllocationsNew style, highly customizable UI, with grid interface, for the allocation of lots, bins and serialsEase of data entry into a single gridVisibility of all allocations for the current componentUsed for Order Entry Express as well as for WIP
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Import Programs
Import using a file or paste into a data gridOptional review (and modify) contents of import fileAutomatableImport only if the entire file is valid or only import valid records and to report on invalid records
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Import Programs…
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Product ConfiguratorSelections and Criteria, and Options and Components on single windows, using hyperlinks and context sensitive menus to navigate and accomplish tasksHigh visibility of configuration components using fewer interfaces integrated for ease of use
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Web based Product Configurator…
Web based, externally accessibleVisibility of all Selections and Criteria chosen, ability to return to any previous selection, make a change and continue from that point forwardsUses e.net business objects for product functionalityBetter process flow, show images
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Factory DocumentationNew styleReview style selectionOne window for all processing including Dummy jobs
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Quotation DocumentsNew styleReview style SelectionSingle screen for all processing
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Sales Order Entry Express
Orders entered in a data gridCustom forms handled in gridTree view structure contains components, comments, service charges
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TPM Deductions ReviewNew review-style UI using data grid
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Label PrintsAutomatable
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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 KPIsDefine required SecurityMaster-data forms and
importsRecord configuration
decision
Report on model and decisions
Import Data and Configure
SYSPRO
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Engagement
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Quantum Architecture…
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Unlock the world with SYSPRO EspressoBusiness benefits:
Access secure information anywhere, anytime, on anythingReal-time sales and service information Tailored experienceWork offline Applications purchased via the App Store
Pricing per user (3 devices) and by application
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"Make it Yourself" with SYSPRO Espresso
Reasons to develop on the SYSPRO Espresso platform:
Use your existing web development skills (HTML, C#)Write onceSame user experience across all devicesComponent architecture simplifies developmentShowcase your apps on the SYSPRO App StoreIntegrate messaging, device sensors (GPS, camera, microphone), and push notifications
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Application Functionality
Ships with a number of pre-built applicationsTo be confirmed
Targeted functionalityPartly based on existing Web ApplicationsPartly based on SYSPRO Mobile functionalityShop floor functionsApprovals and workflowBusiness IntelligenceTarget a casual user
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SYSPRO Espresso on Android
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…on Blackberry
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…on iPhone, iPad
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…and on your Desktop…
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The Path to SYSPRO 7 and Beyond
Beyond SYSPRO 6.1 is the release of SYSPRO 7Extended field sizesNew web-based Product ConfiguratorServer-based reporting solution for SRS reports64-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
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Education SYSPRO App Store
New functionality in SYSPRO 7 Beyond SYSPRO 7
Microsoft OfficeWindows 8
Cloud
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Education and Training
Complete training guides SYSPRO 6.1Complete training guides SYSPRO 7
Training guide of changes since 6.1 releasedTraining 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
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SYSPRO App Store
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App Store …Customer can now publish their own appsCost-effective way of global marketingBuilt-in IP protection for publishersMultiple pricing modelsDistribution and version support for consumers handled by the App StoreManages applications for the consumerReviews and ratings
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App Store …
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During life of SYSPRO 7Streamlined processes – better service
Goods inward processing
Stock hierarchical classifications
Bulk e-mails in CMS
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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)
Copyright © 2011 SYSPRO All rights reserved.
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Office, Windows 8, cloud
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Microsoft Office
SYSPRO 7Support Email Office 2013SYSPRO Office Integration
Not available in RCOffice 365 (Cloud)
Sending EmailsExporting to Excel &Word
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Cloud Aware
SkyDriveMulti-mediaDocumentsArchived Documents
AccessibilityAll DevicesNative support from SYSPRO Espresso
CollaborationSocial aspect
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Windows 8
SYSPRO WCF ServiceSupport for Await and Async
Re-usable Login Info ComponentPassword Vault
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Re-usable Settings ComponentPassword Vault
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SYSPRO 7 Client Web Install
Pre-requisitesSYSPRO App Server (IP Address)Minimal InstallSelf-healing Demo
Copyright © 2011 SYSPRO All rights reserved.www.syspro.com
SYSPRO 7.0 Update 1
New Face, New Feel, New Technologies
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Copyright © 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
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SYSPRO Communication Service
Separate services for e.net and SYSPRO communicationsBuilt-in retry function on SYSPRO clientImproved cleaning up of runaway processors
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Built-in retry function
SYSPRO Communication Service30 Second Timeout
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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
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eSignature enhancements
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eSignature enhancements
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System-wide Personalization
Remove trailing zeroes in Price/Cost
Default number of rows to return = 100
Show system-wide and role views
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Customization Features
Add your own buttons to a toolbarAdd your own group headings to any formAdd Custom Form Fields and Master Table Data to any list view
SQL onlyUtilizing new + tables
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AR Payment Import ProgramTo 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.
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Stock Take Capture by Stock Code
Detailed selection criteria availableAble to capture quantities in grid format
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Requisition Create Purchase Orders
Standardized reviewImproved the speed of loading and processing
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Work in Progress
Stock reservations Inspection numbering
Retain Sales Order link
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Quotations
Numbering by (customer) branch Versioning
Display all costs
Partial confirmation
Quotations
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Additional Features:
SYSPRO Calendar now available with WCFTransactional date handling over 24-hour clockStock code substitution in sales ordersTrade Promotion enhancementsECC enhancementsDecimal options for quantities (Inventory set-up)New User Interface
BOM Scheduling ProfileAdvanced Trial KittingMulti-level Trial Kitting
Copyright © 2011 SYSPRO All rights reserved.
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UPGRADING TO SYSPRO 7 Update 1
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Upgrading to SYSPRO 7.0 Update 1
Data dictionary location• Base\DD• Base\DD_701• Base\DD_701_ISAM
File handler location• Base\FH• Base\FH_701
Database version stored in database table Admversion Single source
Determine version at run time Version.txt
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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
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Upgrading to SYSPRO 7.0 Update 1Any other table/column changes?
Tax return periods table ADMTXPWas system-wide – now per companySystem file copied to each company during migration
EccConsumptionFlag (BomStructure)Initial value set during upgrade
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Installing Multiple WCF Services
Load Balancing (e.net; SWS; SRS; Espresso) Multiple 3rd Party Applications Improved stability; performance, troubleshooting
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Upgrading ‘gotcha’s’
ALL SERVICES MUST BE UNINSTALLED AND RE-INSTALLEDAll services have been re-writtenMakes them upgradeable for future versions
Office 64 bit applications and USQL driverUpgrade without converting AdmForm Data (SQL)
Then lay out plan for upgrading Custom Form Fields
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SYSPRO 7.0.2 potential enhancements
Single set-up program across all modulesCustom form field amendment journalsAuto Completion of form data inputSearch Window improvementsAddress formatting at Company LevelSupplier and lead times defined at warehouse level for purchasing and planningSales Order Contract Pricing – List Price plus markupRedesign of Requisitions Processing User Interface
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SYSPRO 7.0.2 potential enhancements …
Use Quotations non-stocked items in purchasing and salesRedesign of Landed Cost Tracking InterfaceAuto-flag Journal and Distribution reports as printedLate-linking of jobs to sales ordersMake the 16 levels of BOM dependent on setupAllow all programs in the MRP process to be automatedSQL Health Check
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SYSPRO URL’s
SYSPRO Support Zone http://support.syspro.com/log_in.phpWeekly Communique’s from SYSPRO US
SYSPRO 7 InfoZonehttp://infozone.syspro.com
SYSPRO 7 Update 2 Enhancementshttp://infozone.syspro.com/enhancements
SYSPRO Forumshttp://forums.syspro.com/
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Questions
Thank you!
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