SYSPRO

SYSPRO is an enterprise resource planning (ERP) solution designed to simplify business complexity for manufacturers and distributors. SYSPRO can be deployed in the cloud, on premise, or through a hybrid model, and is accessed from any device, at anytime, anywhere. SYSPRO is licensed through a perpetual or subscription pricing model.

Video Overview

SYSPRO provides an end-to-end, fully integrated business solution that includes:

• Accounting and financial management
• Inventory management
• Order management
• Planning and scheduling
• Supply chain management
• Warehouse management
• Production management
• Customer relationship management (CRM)
• Business intelligence
• Manufacturing operations management/Manufacturing Execution System (MES)

SYSPRO’s focuses on delivering advanced, useful, and easy-to-adopt tools that help its customers integrate technologies such as AI, ML, IoT, cloud, and consumer-grade user experience (UX) into their ERP system.

As an industry-built solution, serving manufacturers and distributors for over 40 years, SYSPRO offers implementation frameworks built on proven best practices and extensive expertise.

Functionality

For Manufacturers

SYSPRO manufacturing software addresses all aspects of discrete manufacturing, including mixed-mode operations. Whether you run discrete manufacturing or batch processes, SYSPRO supports real-time finite production scheduling, real-time shop floor control and short/long production runs in custom job shops, engineer-to-order, configure-to-order, assemble-to-order, made-to-order, make-to-stock, and mixed mode operations. The main manufacturing industries SYSPRO serves are:

• Automotive Parts and Accessories
• Cannabis
• Chemicals and Fertilizers
• Computer and Electronics
• Fabricated Metal
• Food and Beverage
• Furniture and Fittings
• Industrial Machinery and Equipment
• Medical Device
• Packaging
• Pharmaceutical
• Plastics and Rubber

For Distributors

SYSPRO gives single or multi-location distributors, wholesalers, importers or over-the-counter retail operations the tools to optimize inventory management in order to maximize profitability. Inventory is the heart of distribution. SYSPRO offers 24/7 inventory and 360 degree order visibility, serial number and lot tracking, inventory optimization, total order fulfillment and customer service throughout your supply chain. The main distribution industries SYSPRO serves are:

• Automotive Parts and Accessories
• Computer and Electronics
• Consumer Goods
• Food and Beverage
• Industrial Machinery and Equipment

For Tax, Governance & Compliance

SYSPRO Financials, SRS and SYSPRO Analytics give companies comprehensive functionality for parallel accounting to support both IFRS and local regulations around the world, enabling them to adhere to complex accounting standards, meet the requirements of the capital and financial markets and ensure the reliability and transparency of their financial reporting.

SYSPRO acknowledges and complies with new requirements issued by regulatory bodies such as European Union, FDA, IAS (International Accounting standards), GAAP (Generally accepted accounting practices) and Sarbanes Oxley. The need for managing by exception resulted in the powerful, flexible design of SYSPRO Electronic Signatures. Companies can design the level of security required for each transaction. In addition, the successful completion of the transaction can trigger multiple configurable actions, keeping key players informed. SYSPRO offers companies greater ability to maintain auditable business processes, financial transparency and operational control.

SYSPRO can help companies comply with regulatory standards by offering companies visibility and traceability through:

• Extensive security and Audit Trails provide strong internal controls
• HTML financial reporting with drill down to source detail
• Ability to trace operator entry
• Ability to trace changes to General Ledger entries
• Real-time notification with triggers and events
• Real-time drill-down analysis and reporting
• Serial number and lot traceability

Modules

Accounts Payable

• Forecast current and future cash requirements
• Ensure invoices have been authorized for payment
• Complete purchase analysis of vendors
• Track A/P accrual and control price variances
• Payment processing automation
• Take advantage of discounts
• Approve vendor invoices electronically
• Supports recurring entries
• Allows for manual and void check processing
• Processes in multiple currencies (EMU compliant)
• Links vendors to default general ledger codes
• Maintains permanent or temporary vendors
• Manages multiple branches
• Supports full TAX/VAT/GST where required
• Invoices may be distributed over multiple general ledger accounts
• Recurring monthly entries for leases and rentals
• Automatic calculation of the due date and discount date with payment alerts and suggestions
• Records invoices for approval prior to liability
• Releases payments from multiple local and foreign currency banks
• Automatic or user selection of invoices for payment
• Provides the ability to place an invoice on hold and restrict payment
• Maintains history of receipts and invoices
• Customizable data entry fields that may be viewed in the query
• User defined check, remittance and label formats
• The Goods Received Note system matches purchase order receipts with vendor invoices to control price variances
• Cash requirements reporting to improve cash management
• User-defined selection criteria for flexible reporting
• Free format check and remittance advice
• Complete audit trails of invoices, payments, and master file amendments
• Detailed screen query with history and graphics
• Maintains payment history as required
• Label print programs for mailings
• Grouping by vendor class, branch and bank
• Prints Form 1099
• Track suppliers’ performance and maintain history of scrap
• E-mail or fax reports and documents

Accounts Receivable

• Instant access to all account information, including outstanding invoices, sales orders and WIP
• Credit management tools
• Analyzes profitability of each account
• Identifies potential bad debts early
• Maintains contact information, creates notes and details credit management information for effective customer service
• Optional finance charges on overdue accounts
• Supports recurring invoicing
• Supports miscellaneous unassigned cash receipts
• Provides average days-to-pay information
• Creates individual terms, tax and discount tables
• Supports multiple delivery addresses
• Defines currency used by each customer
• Utilizes flexible, user-defined aging periods for business credit management
• Provides user-defined General Ledger integration by branch, product class, geographic area and warehouse
• Customer/stock code cross reference and interchange
• Retains balances in local or foreign currency
• Orders discount breaks by product class and/or order
• Provides master/sub-account relationships
• Automates recurring monthly invoices for leases an rentals
• Matches cash received with outstanding invoices manually or automatically by invoice or aged data
• Attaches credit management notes, sound clips and video images to customer accounts and individual transactions
• Balance and history capture facility
• Electronic trading customers
• Customizable set of data entry fields that may be viewed in the query
• Detailed audit trails of all sales and cash transactions plus master file changes
• Graphical invoice aging query
• Credit Management Report, with follow-up dates
• Cash posting worksheet
• Flexible management reporting
• Substantial customer account reporting
• User-defined statement and label formats including bitmaps or the optional use of word formatting
• Bank deposit slips
• Track proof of delivery information
• E-mail or fax reports and documents

Activity-Based Costing

• Adopts a migration approach, recovering additional overheads according to an implementation plan
• Attaches user-defined elements of costs to transition points in the purchase, production and sale of products
• Distributes pre-production costs as stock is received from purchasing
• Apportions manufacturing costs as stock is received from Work in Progress
• Distributes post-production costs through cost of sales as the final item is invoiced
• Activity calculation can be single batch or item based
• Provides preview of reports to the screen and e-mail capabilities
• Defines the cost elements required that are to be allocated to stock
• Defines the drive quantities for each element
• Runs ABC costing parallel to traditional costing during implementation
• Estimates appropriate recovering rates using system generated estimates
• The ABC costing variance account is designed to accumulate rounding errors that can arise during processing of a receipt into stock
• The Recoveries Estimate Report program produces a report of the expected overhead recoveries relative to the quantity of the stock item processed
• The ABC Analysis Report program prints a report listing of all the recoveries made against various elements according to a specific ledger period or all ledger periods
• Provides the ability to run in parallel mode
• E-mail or fax reports with the Office Automation module

Assets Register

• Maintains a register of all assets and their locations
• Tracks expenses incurred for any asset
• Calculates book and tax-based depreciation
• Tracks maintenance history for each asset
• Obtains estimates of the remaining useful “life” of an assest
• Gives reports on disposals, revaluations and/or acquisitions
• Allows a provision for initial and investment allowances
• Allows for fixed or variable depreciation rates
• Automatically posts monthly provisions to the General Ledger
• Calculates book depreciation and tax allowances using either the straight line or reducing balance method
• Assigns assets to individual branches of the business, and/or user-defined groups & types
• Attaches sub-assets to other assets
• Groups assets for reporting purposes
• Defines variable rates for depreciation up to 14 years
• Records revenue and expense transactions for any asset quickly and easily
• Revalues assets
• Records and tracks maintenance or repair time against each asset
• Calculates profit or loss on the sale of any asset
• Calculates depreciation and tax allowances to-date when initially adding assets
• Complete audit trails include transaction journals, lists of additions and disposals, and General Ledger Distribution reports
• Has book and tax value schedules
• Creates asset movement reports
• Provides labor analysis reports (for maintenance work)
• Reports on revenue and costs
• E-mail or fax reports with the Office Automation module

Barcode Solutions

• Real-time transaction processing
• Improves availability for work in progress or sales via immediate receiving
• Multi-company and multi ware-house tracking
• Visibility of inventory at all enterprise locations
• Integrates with sales orders
• Real-time validation
• Assists in management of finished goods and raw material inventory
• Provides bin, lot, serial control with validation
• Posts purchase order receiving at time of delivery for use by other departments automatically
• Provides physical inventories with complete item, bin and lot validation
• Cycle counting
• Labor tracking
• Issues materials in Work in Progress, and receives finished goods into inventory
• Uses hand-held, RF (radio frequency) or fixed-mount (using TCP-IP) equipment
• Provides a user-definable configuration of each function
• Allows for bin transfers, warehouse transfers, back-flushing, receiving, issues, physical counting, and sales picking, either in batch or real-time
• Label printing and bar-coded factory traveler
• Triggers an alert via automated labor tracking within SYSPRO showing jobs that are over-budget
• Instantly alerts when a minimum quantity level is reached within the SYSPRO Inventory module
• Standard audit trails of all transactions

Bill of Materials

• Maintain up to 15 levels
• Detailed screen query showing costing information and operational Gantt Charts
• Multi-level trial kitting identifies material shortages
• Standard and “What-if” costing queries and analysis with comparison to current costs
• Supports planning bills, phantom parts and sub-contract operations
• Optional components supported for sales of kits
• Track component level of affectivity dates
• Define scrap factors for more accurate planning
• Drag-and-drop facility in BOM maintenance
• Multiple tree-view structures
• Multiple recovery rates are available per cost center, work center, and employee
• Define different units of measure (hours, minutes, seconds) for tracking time and capacity
• Define component requirements up to 6 decimal places
• Extensive user-defined notes
• Multimedia ability to link pictures and videos to BOM
• Supports multiple alternate routes
• Validates structures and operations and provides notification of potential problems
• Calculates expected labor and material costs
• Calculates manufacturing lead times
• Automated Where-Used Display and Replace Where-Used function
• Import structure and routings from CAD or third party systems
• Analysis of elapsed time and available capacity
• Calculates dynamic-elapsed time and capacity required
• Transfer calculated BOM cost to unit cost of item
• Indicate move time between work centers
• Work center and productive unit capacity calendar
• Define components as quantity per, % of parent, or specific quantity regardless of batch
• Full Bill of Material costing reports
• Reports complete routing information
• Trial kitting list highlights quantity requirements and shortages
• Listings of manufactured parts with and without a structure attached
• Various BOM profiles provided
• Activity Based Costing accumulates and applies different cost elements at the time they are accrued
• E-mail or fax reports

Blanket Sales Orders & Releases

• Filters changes in orders quickly to schedule purchasing, manufacturing and dispatching in order to achieve the customer’s release request
• Advises customers of the practicality of changes and communicates these changes to internal supplying departments
• Access to quantities delivered and outstanding per contract
• Gives detailed on-screen query providing access to Sales Order Lines, Customer Information and Release History
• Allows for reconciliation and inquiries according to individual quantities or cumes
• Controls the parameters and negotiated contractual arrangements
• Defines the number of days before ship date to allocate inventory to the orders
• Reviews and manipulates requests according to current capacity and prior to accepting the result
• Allows manual and/or EDI receipt of releases and call-offs
• Automated balancing and correction of opening balances
• Visual decision-support comparisons with existing plans and contractual arrangements before the acceptance of changes
• New releases can be recorded either manually or through EDI
• Cross reference between customer’s and supplier’s stock codes
• In-transit figure shown during confirmation phase
• Ability to record notes against a release during confirmation
• On-line release history query by month and year
• The Deliveries History report prints an audit trail of all invoices indicating whether they have been received
• The Release Acknowledgments report program lists all releases that have been confirmed
• E-mail or fax reports

Business Analytics

• Uses Microsoft OLAP and SQL technologies
• Scalable and open
• Easy wizard setup–no OLAP knowledge required
• Configurable analytics engine provided
• Customizable cubes for Financials, Distribution and Manufacturing
• SYSPRO database can be CISAM or SQL
• Mini data warehouse without costs of traditional data warehouse
• Fully customizable views to suit your requirements
• Advanced customization through MS Analysis Services
• Add Business Rules through stored procedures
• Create logical breakups of underlying SQL tables and include breakups as dimensions
• Analyze data using any MS OLAP compliant viewer e.g. MS Excel and MS Data Analyzer or Business Intelligence viewers such as Proclarity and COGNOS
• MS SQL Server 2000
• MS SQL Analysis Server
• MS OLAP compliant viewer

Cash Book

• On-line transaction processing and integration to other sub-ledgers
• Tracks transactions which have not cleared the bank
• Classifies cash resources
• Forecast cash positions with automated cash projections
• Produce checks online
• Bank reconciliations
• Statement balance inquiry
• Inter-company posting
• Multi-account, multi-currency
• Posts transactions to multiple companies from within the same screen
• Associates each bank with a unique General Ledger control account for accurate auditing
• Automated processing of recurring entries
• Updates exchange rates for foreign currencies on-the-fly while processing entries
• Adjusts previously entered deposit and withdrawal amounts
• Revalues foreign currency accounts according to changes in exchange rates
• Drill down to source transaction of AP and AR generated entries
• Reconciled transactions are retained at month end for prior month Cash Book reprinting and queries
• User defined number of months for History Retention
• Complete and thorough audit trails for all transactions
• User-defined check and remittance advice documents
• User-defined selection criteria for flexible reporting
• Recurring entries report highlighting unposted entries
• Journal and G/L distribution reports
• Reconciliation statement, consolidated statement
• Bank balance report
• Foreign currency variance report
• Online check register
• Withdrawals and deposits that are recorded in Cash Book automatically update user-defined General Ledger accounts
• Checks produced in Accounts Payable automatically flow through Cash Book
• Deposits entered into Accounts Receivable automatically flow through Cash Book
• E-mail or fax reports
• Postings to prior periods are possible
• Multi-Period, allowing new month entry of Payment Registers (Accounts Payable) and Deposit Slips (Accounts Receivable) in their respective modules prior to the closing off of the Cash Book module.

Counter Sales

• Supports multiple cash drawers
• Prevents sales to customers in excess of their credit terms
• Allows the receipt of daily cash and sales reports
• Exports remote counter sales and cash transactions to the head office
• Provides counter sales personnel with a complete on-line information system at the time of the sale
• Gives access to real-time information of customer sales, inventory movement and cash receipts during order entry
• Provides query of on-screen cash sales, deposit history and transactions
• Deposits receipts and cash receipts against account
• Customizes operator access to customer, sales and inventory information according to authorization levels
• Processes sales and receipts in any currency
• Automatically handles complex pricing structures such as contract pricing and discounts right at the counter
• Allocates sales to individual sales people for reporting and commissions
• Processes back orders
• Handles split payment transactions, foreign currency transactions, credit cards & checks, and calculates the change due
• Enters counter sales using customer’s or supplier’s stock codes
• Allows the sale of non-stocked items and applies freight as well as any miscellaneous charges on cash sales
• Provides the ability to sell kits with optional or mandatory components at the time of sale
• Provides the ability to sell serialized or lot traceable items with warranty tracking
• Allows deposit and payment entry against regular orders
• Reconciliation against cash drawer and balance
• Complete audit trails on cash sales and receipts
• Separate routine to purge and print transactions
• Sales profitability reports by line item
• Minimum profit check by stock code
• Reports on operator price overrides

Credit Card Processing (IC Verify)

• Sales transactions are pre-authorized and charged to the customer’s credit card at the time of sale
• IC VERIFY software allows a network of POS registers or payment processing terminals to share a single modem, helping to reduce the investment required to automate payments
• Support for Address Verification Services (AVS), Retail AVS, CVV2 and CVC2, minimizes fraud due to stolen or fraudulent cards
• Allows for one time payments or installment-type (recurring billing) sales
• Payments can be made in installments with a variable number of installments and payment dates
• Archive up to nine years of transaction information for financial tracking, reconciliation & marketing demographics
• Freight, miscellaneous charges and tax can be included in the first installment or spread over the number of installments
• Caters for counter sale orders and standard orders
• Allows for on-line, batch and installment transaction processing
• Transaction information can be updated or changed on the fly
• Unique IC Verify workstation numbers are supplied to each authorized user
• Instantly updates Accounts Receivable payment history files with transactions
• For batch processing, a report displays payments that were authorized, those that were denied, and the reason for denial
• An installment sales report shows the original sale amount and payment mode
• Payment Types Supported
  • Credit cards: Visa, MasterCard, American Express, Discover Card, Diners Club, and JCB
  • Visa Commercial cards and purchasing cards
  • MasterCard business cards, corporate purchasing cards and corporate fleet cards
  • Debit/ATM cards (PIN and non-PIN based); Note: Varies by processor
  • Fleet cards (for petroleum applications)
  • Check authorization
  • Check guarantee

Document Flow Manager (DFM)

• Automatic processing of documents as they arrive electronically
• Open architecture allows easy linking/integration to other applications
• Receive and transmit transactions using e-mail
• Automated e-mail customer service functionality
• Provides an automated global business-to-business and business-to-consumer gateway
• Automate any SYSPRO business object
• Objects protect ERP system by enforcing business logic
• Translate XML documents using an XSLT translator
• XML documents copied to failed or processed folders with email notification to originator
• Jobs continue to send messages even when main system is down
• Transform documents from one format to another using the DFM or product such as BizTalk
• Transactions tracked and processed through Microsoft Messaging Services

e.Net

• Automate the processing of incoming orders
• Customer self-service
• Mobility
• Provide real-time balances and order entry capability to traveling salespeople
• Integrate with other specialized products
• Customize your solution without jeopardizing the business logic
• XML architecture means that developments are unaffected database changes as a result of continued enhancements
• Supports localized user interfaces i.e. multi-lingual capabilities
• Use the Software Developer Library to develop customer-focused applications
• Use the Document Flow Manager to process documents regardless of their format
• Use Web Applications to provide secured access to anyone with the appropriate login permissions
• Simplified development environment
• Secured interface to SYSPRO database
• Version independence between SYSPRO and the calling application
• Reduce network traffic

EDI

• Accommodate complex transactions among a limited community of suppliers in standardized formats
• Enables electronic transmittal of documents between trading partners
• Translates a document file from a customer/trading partner directly into SYSPRO as an automatic process, and generates documents to customers for processing by their respective computer systems

Engineering Change Control (ECC)

• User-defined workflow replaces traditional paper trail that accompanies product design changes
• Electronic visibility of each step of process
• Electronic notification of new tasks with automatic reminders
• Electronic sign-offs
• On-line or batch archiving of old revisions/releases in XML format
• Prevents changes to ECC-controlled BOM without an ECO being raised
• Design the process to suit your environment
• ECC users are associated with a single or group of SYSPRO operators
• Security access control at each step of the process
• Perform every required step, every time
• Know what step of the process an ECO is in, and who is responsible, at a glance
• Full history of the process
• Single- or multiple-system defined events can be associated with each step " Affected part numbers can be locked while ECO is processed " Existing jobs, purchase orders, and sales orders can be locked while ECO is processed " Unlimited notes with secured access " Drawing register retains multiple attachments e.g. drawings, circuit diagrams, CNC programs, etc. " Archived BOM’s can be retrieved for production

F9

• Create virtually any financial report that a company requires for in-depth business analyses
• Hotlink the SYSPRO General Ledger data to Microsoft Excel, Lotus 1-2-3 for Windows or QuattroPro via Dynamic Data Exchange (DDE)
• Smart templates
• Performs what-if analyses
• Simultaneously accesses information from multiple companies

Factory Documentation

• Provides material requisitions for components
• Provides production staff with expected start and completion dates for each operation within a job
• Sets the expected duration of each operation
• Provides production staff with routing instructions
• Accesses an audit trail of materials issued and operations completed, including quality control
• Informs the production staff of the next operation to be performed (for routing)
• Provides job packs
• Defines up to 4 different factory documentation formats for various uses, such as:
  • Job Tickets
  • Material Requisitions
  • Route Cards
  • Travelers
• Provides bar code printing on documents for use with automated data collection devices
• Documents can include operation instructions, technical notes and materials notes
• Prints documentation for standard Bills of Material
• Prints material requisitions per operation or work center
• Prints documentation for a range of existing jobs or for selected jobs
• Prints documentation for dummy jobs using a specified quantity based on the BOM of stock items
• Reprints factory documentation as required prints stock code and job multimedia on documentation
• Status flags are maintained to indicate whether documents have been printed for each job

Forecast Pro

• Forecasting tools that benefit planning, cut inventory costs and serve to decrease stockouts
• Graphing and report generation to illustrate forecasts, historic data, confidence limits and safety stocks
• Standardized set of diagnostic screens that help to compare and evaluate models
• Graphs residuals and error autocorrelation as well as key numeric statistics
• Gives results in clear, understandable business terms, eliminating the need for specialized training or a background in statistics
• Select a forecast model of choice and set the parameters or allow Forecast Pro to do so automatically
• Built-in expert system analyzes data, selects the appropriate forecasting technique, builds the model and calculates the forecast required in one of five different classes of models:
  • Simple Methods for very short data or extremely volatile data sets, including moving average models
  • Curve Fitting for a quick identification of the general form of a data curve, i.e., straight line, quadratic, exponential and growth (s-curve)
  • Low Volume models for accommodation of low volume or sparse data
  • Exponential Smoothing with 12 different smoothing models to accommodate a wide range of data characteristics
  • Box-Jenkins for stable data sets which can be built completely automatically or interactively, using a full range of screen-oriented diagnostics
• Extract sales data from SYSPRO for use by Forecast Pro
• Forecasts can optionally be used to update MRP forecasts
• Adjusts forecasts graphically or in a spreadsheet-like display
• Adjusts single points, ranges or totals, using percentages, increments, or by entering new values
• Automatically adjusts all appropriate levels of a multiple level hierarchy when a value at any given level is changed

General Ledger

• Graphical views of actual performance or budgets for quarters and prior years
• Retains unlimited detail and summary histories
• Unlimited number of accounts
• Drills down into the sub-ledger to find the source of ledger details, including offsetting entries
• Provides the ability to support European Monetary Unit (EMU) and FASB 52 requirements
• Maintains currency exchange rate history
• Allows redefinition of financial year
• Maintains up to 10 budgets for each ledger code
• Produces consolidated financials for multiple companies
• Defines ledger code groupings
• Integrates from sub-ledgers in detail or summary specified per module or ledger account
• Provides password protection of sensitive accounts
• Multi-period accounting allows 2 years of open periods
• Imports budgets and journal entries from third party products such as payroll
• Puts accounts on hold to prevent further postings
• Maintains standard and recurring journal entries
• Customizable set of data entry fields that may be viewed in the query
• Creates and attaches notes to accounts using Notepad
• Retains foreign currency rates of exchange at transaction level
• Built in Financial Report Writer, with XML support, allows unlimited user-defined statements
• XML support to create reports suitable for viewing directly within a Web browser and publishing to the Internet or intranet
• Reports are constructed as XML documents, which make the content suitable for exchanging data between companies
• XML reporting allow drill down to General Ledger codes and to Source Document or transactions
• XML documents are XBRL compliant
• Print summary or detailed trial balance for any period in the current or previous year
• Complete audit trails for all transactions are posted to the General Ledger
• The Global Tax Report consolidates tax transactions from sub-ledgers into a single report
• Generates multi-currency reporting
• Period-end worksheets assist with auditor’s adjustments

Graphical Job Schedule

• Presents a graphical view of the utilization of each work center by job and day
• Monitor each job and identify potential problem areas before they become obstacles
• View Available to Promise (ATP) graphically
• Highlights overloads as well as underloads
• Demand pegging and supply chain operation available at a glance with the ability to update shipping or due dates
• View and control multiple constraints in the production schedule
• The effect of queue time, elapsed time, move time and routing on dates and capacity loadings is apparent, user can review routing procedures
• Work Center Capacity Calendar is visible in its entirety and can be easily manipulated
• Permits complete reload of each job on a forward or backward basis
• At a glance job status regarding material allocations and operations
• Supports backflush environments that operate a JIT/Kan Ban production system
• Real-time, on-line scheduling information that reflects the shop floor demand
• Drag-and-drop scheduling with WIP updated in real-time
• Gives a more concise tactical view of production schedules and workloads by day and by job graphically
• View production schedule by work center, or by the job
• Job conflicts become readily apparent
• Choose how many productive units should be scheduled during the job and how much overtime is permitted
• Manipulate operation capacity loading using smoothing, forward or backward loading functions
• Analyze the Work Center Capacity Calendar including working days, capacity hours, available productive units and overtime potential
• Modify the operation planned finish date, move time and queue buffer
• Adjust both consecutive and concurrent operation/routings
• Determine if the job planned start date can be started earlier, delayed or compressed to meet the due date
• Analyze the potential for using an alternate work center or subcontractor to complete the task

Interface System and Business-to-Business Trading

• Allows the installation of only the modules required at individual sites
• Defines which transactions will be exported to each site
• Allows user to decide when and how often various locations will be updated
• Manages remote branches without duplication of data entry
• Provides the ability to choose whether to transfer all information with each update, or to transfer only the changes which have occurred since the last update
• Uses pre-defined ASCII format files or exports XML documents to easily communicate with customers and supplier
• Imports customer sales orders
• Exports order acknowledgments and delivery notes
• Exports supplier purchase orders and imports confirmations
• Exports new/changed blanket purchase orders
• Imports or exports contract prices
• Imports blanket sales order releases
• Exports invoices, credit notes and debit notes
• Provides validation checks to verify imported data
• Gives a complete log of all transactions
• Gives a detailed status report and transmission log for all sites
• Each interface file is assigned a sequential log

Inventory Control

• Analyzes inventory levels, allocates stock plan purchases and allocates deliveries accordingly
• Provides powerful screen query with history and graphics
• Has an extensive serial number tracking system along with expiration codes
• The batching rules assist in controlling inventory levels
• Identifies key suppliers of each stocked item
• Powerful pricing and costing capabilities
• The Available to Promise is calculated to assist in decision-making
• Sell by unit count and catch weight, enabling a more accurate pricing of product
• Flexible costing options including average, standard, LIFO, FIFO, and last cost
• Provides for multiple units of measure per item
• Gives strong multi-warehouse functionality along with multiple bin locations
• Provides an optional 2-phased receiving capability
• Backflushes items with short manufacturing lead times
• Allows the option to retain cost in units of measure other than stocking
• Gives lead times and dock-to-stock for realistic time-phasing
• Has notes per item for P/O’s, S/O’s, WIP, technical specs, dangerous goods handling, etc.
• Facility to place stock code on hold
• Visibility of transfers between warehouses
• Supplier/stock code cross-reference
• Powerful stock-take/physical inventory system with import facilities
• Gives thorough audit trails for all transactions
• Browses through pictures of stock items using the bitmap browser
• Has a robust automated physical inventory system saving time and effort, and improves accuracy
• Allows inventory transfers between warehouses and bin locations
• Provides global cost and selling price changes
• Groups inventory items into resalable kits
• Automatically updates minimum stock levels based on actual usage and sales figures
• Provides bar code integration
• Attaches OLE objects, gif, jpeg or bitmaps, spreadsheets and sound clips to stock codes
• Has easy, menu-driven receiving, issues to Work in Progress, physical adjustments and cost changes
• Provides password security control over sensitive functions

Inventory Import

• Allows for the batch importing of several different transaction types in a single file
• Through SYSPRO’s autorun facility (IMPAUT), IMP099 is able to run without supervision
• The following types of transactions are handled:
  • Purchase order receipts
  • Inventory receipts, including job receipts from WIP
  • Material issues, including expense issues and issues to work in progress
  • Warehouse transfers between different locations
  • Bin transfers between different locations within the same warehouse
  • Backflushing of components and the receipt of manufactured parts
• Releasing of back orders on outstanding orders, leaving the orders in a status that allows them to be invoiced
• The system caters for serialized and lot traceable items
• Prior to processing any update, the import program goes through an extensive validation routine to ensure that the data being imported passes SYSPRO requirements
• If errors are found, an error report describing the reason for the failure is produced and the batch is rejected

Landed Cost Tracking

• Identifies all cost elements associated with goods that are purchased
• Monitors the progress of arrival dates of shipments
• Simplifies the receipt of shipments by pre-costing the shipment before the goods arrive
• Compares actual invoice cost with estimated costs for all cost elements
• Selects vendors based on shipping routes and associated costs
• Achieves true landed cost for each product through accurate cost apportionment based on volume, value, quantity, etc.
• Receives traceable stock items through inspection with lot and/or serial numbers
• Takes advantage of the Goods Received Note (GRN) system to trace element costs for accurate invoice matching
• Allows for different tariff codes
• Sets up multiple alternate shipping routes for each stock item
• Allows the accumulation of multiple purchase orders into a single shipment
• The automatic cost roll-up will indicate the differences between landed costs and current inventory cost
• Revises shipment quantities if differences exist with the original purchase order
• Defines the currency rates for customs exchange calculations
• Defined a bill of costs for each inventory item
• Enters revised shipping dates which will automatically update the expected arrival dates
• Provides automatic routines to transfer landed cost price to the inventory warehouse costs
• Registers supplier invoices against the shipment registration system
• Archives the shipment once all the actual costs have been accumulated
• Inventory journals are produced when the warehouse costs are updated
• Provides a detailed shipment tracking report
• The Sales Order Action Report cross references customer back orders with incoming long supplier shipments for improved customer service
• Retains shipments on file as required

Lot Traceability

• Maintains a history of traceable items for accountability and customer service follow-up
• Keeps detailed notes about inspections
• Provides reject control and documentation
• Furnishes shelf life control
• Traces semi-finished or finished products from the supplier of raw materials through to the customer
• Allows for the same lot number to be used for multiple stock items
• Archives information on traceable items to conserve disk resources
• Provides for an on-screen query of current and/or archived data
• Query by item use (which customer, invoice, etc.) or by which item supply (i.e., which supplier, P/O, etc.)
• Traces serialized and non-serialized inventory items
• Automatically assigns sequential lot numbers by the system, or unique numbers as goods are received
• Lot number may default to work order number, for easy traceability
• Two-step purchase order receiving for quality control inspection
• Documents all rejects and scrap
• Flexible search program locates data when lot or serial numbers are not known
• Optional auto-depletion
• Extensive reporting in detail or summary
• Report on current and/or archived costs

Materials Yield System

• Allows more accurate inventory evaluation
• Provides efficient tracking and monitoring of remnants
• Saves time by automatically calculating the best yield
• Maximizes efficiency of personnel while reducing labor and restocking costs
• Allows for less wastage and scrap from original materials, minimizing the need for finding environmentally safe disposal
• Matching SYSPRO to Your Business
• Creates a yield calculation while processing a quotation or a sales order for cut sheet, rod, or tube products
• Automatically calculates customer-specific dimensional requirements with the resulting yields displayed from existing inventory in multiple locations
• Creates a cutting workflow if any cutting operations are required
• Allows sales persons to be in complete control of the actual items selected for order processing
• Assists the user to correctly create the inventory part by including information such as material type, shape, and dimensional characteristics
• Handles the issuing of raw material to a job, receipting the cut item and remnants back into stock, without manually creating new inventory codes
• Updates the cost of goods sold for a line item
• Remnants returned to stock can be put back at zero cost or have a value placed according to needs
• Assigns new stock codes automatically based on dimensions
• Allows customization of inventory screens to user specifications and industry-specific terminology
• Issues purchase orders to appropriate vendor or requisitions to purchasing if sufficient inventory is not on hand
• Provides the optional ability to change product type or terminology (rod, tube, sheet, etc.) to accommodate specific industries
• Gives efficient pricing with orders
• Allow the ability to scale price when creating sales orders
• Creates job operations for cutting and quality assurance

ODBC

• Microsoft Corporation’s Open Database Connectivity (ODBC) provides a transparent link between SYSPRO data and many Windows-based applications, including Microsoft Word, Crystal Reports, Forest and Trees, WordPerfect and Visual Basic
• The transparent link between SYSPRO and Windows applications increases functionality
• Provides a relational view of SYSPRO data that mirrors the real world
• SQL access to data files eases data retrieval
• Supports popular desktop information tools that expand system functionality
• Stand-alone and Client/Server extends scalability
• Provides high performance optimized query for rapid data retrieval
• A pipeline between Windows applications and the SYSPRO database. The drivers tell each application where to find requested data in SYSPRO files
• SYSPRO’s ODBC drivers are 100% compliant with Microsoft’s ODBC standard and are based on Structured Query Language (SQL)
• ODBC is available as a multi-user Client/Server package
• ODBC is also available as a standalone Windows product where the programs and data files reside on the same Windows-based workstation, or on a hard drive that is mapped as if it were a local drive
• In a multiple-tier, Client/Server environment certain ODBC programs reside on a Windows-based workstation while others, including the .UDD file, reside on a UNIX (AIX, HPUX, Sun Solaris or SCO), NetWare or Windows NT-based server. The workstation and the server are connected using TCP/IP.
• The ODBC product is comprised of ODBC drivers. The ODBC U/SQL Manager maintains the ODBC dictionary and the ODBC Gateway License allows multi-user access through a client on the Microsoft Windows NT server.

Office Automation and Messaging

• E-mail on-line or in batch: customer statements, purchase orders, invoices, account information and other reports
• E-mail SYSPRO reports internally or externally
• E-mail messages are triggered by event management
• Integration to Microsoft Fax, WinFax Pro or any other MAPI compliant product provides the means to email or fax:
  • Purchase orders at the point where the purchase order print has been entered
  • Remittance advices and purchase orders to separate fax numbers
  • Sales order documents at the point where the sales order document has been entered
  • Customer statements from the A/R Statement Print function
• Event Management:
  • Monitor events in the system as they happen and automatically inform one or more people about the event
  • Events can trigger e-mail, run another SYSPRO program, run another application, or write to a log file for later review
  • Customize triggers with effectivity dates
  • Place standard variables in the command line to specify desired events
  • Conditional logic adds intelligence to notification i.e. only the buyer of that item is emailed
  • All events are automatically saved to a log file which can be queried on-screen and printed
  • Sample Events
    • Stock on hand negative
    • Stock less than safety or minimum
    • Stock above maximum
    • Goods receipt
    • Bank balance less than specified parameter
    • Customer balance is greater than the percentage of allowed credit limit
    • Supplier balance greater than specified parameter
    • Job costs exceed expected
    • Lot quantity on hand falls to zero
    • New stock item added
    • Customer now within credit limit
    • Sales order released from credit check
    • General Ledger YTD actual greater than YTD budget by specific percentage
    • New supplier added
    • New customer added
    • Requisition routed to another user
    • Estimate available for use
    • Security breach attempt

Product Configurator

• Multiple configuration options in a controlled, cost-effective and user-friendly manner
• Differentiate product offerings through the customization of product to meet customer specifications

Projects and Contracts

• Highlights profitable areas within a job
• Identifies profitable jobs within a contract
• Compares real-time, actual, and committed costs assigned to a job
• Shows real-time, realized, and projected profits
• Provides comprehensive reporting for jobs that extend over a period of time
• Job query provides drill-down to transaction detail
• Query jobs in terms of sales, billings, COS and future expected costs
• Maintains standard hierarchies
• Provides view at job or contract level
• Assigns multiple jobs to a contract for tracking purposes
• Estimates cost and revenue by levels or sections within a contract
• Designates user-defined costing levels within a contract
• Assigns unlimited numbers of heads to a contract
• Assigns unlimited numbers of sections to a head
• Assigns unlimited numbers of sections to subsections
• Describes the costing hierarchy at the time of creating the job or estimate
• Reduces processing time by recalling standard costing hierarchies for similar items that are manufactured
• Attaches purchase order lines to the costing hierarchy
• Attaches all material issues and labor transactions to the costing hierarchy
• Recognizes revenue through Sales Orders & Invoicing based on the costing hierarchy
• Provides adjustment of billing values between heads and sections
• Contract and job progress reports
• Job transaction detail report
• Estimate detail reports
• All audit trails available to Work in Progress reports integrate with Projects and Contracts
• Graphical analysis of hierarchy costs per contract and per job

Purchase Orders

• Gives detailed screen query including graphical purchase order commitment
• Uses inventory cost, last price paid or contract pricing when creating orders
• Analyzes vendor performance for delivery times, quoted prices and previous quality specifications
• Has Full Goods Received Notes (GRN) suspense facilities with A/P to P/O matching and variance reporting
• Streamlines purchasing with purchase order requisitions and authorization procedures
• Provides automatic requisitioning via customer back orders
• Gives the ability to fax purchase order documents
• Lines P/O to Sales Order or Work Order
• Preview of reports to screen, fax and e-mail capabilities
• Maintains multiple vendor stock codes and prices, cross-referencing to inventory stock codes
• Has an extensive notepad capability for P/O comments
• Orders stocked and/or non-stocked items easily to suit all purchasing needs
• Gives multiple user-defined P/O’s and GRN document formats
• Provides user-defined follow-up codes and dates to prompt buyers for appropriate expediting
• Retains original and revised due dates to monitor supplier performance
• Orders for multiple due dates and warehouses
• Allows two stage receipting for inspection items
• Orders stocked and non-stocked (custom order) items on the same order
• Purchases in multiple units with user-defined conversion rates
• Allows automatic inclusion of purchasing comments for each line item
• Fast, efficient receiving options allow receiving of entire order or incoming transactions from a data collection system
• Receives directly into Work in Progress
• Blanket P/O facility
• Customizable set of data entry fields that may be viewed in the query
• Non-merchandise apportionment across all lines
• Ability to Export P/O/ in XML format
• Full inventory journals are generated for P/O receipts
• The GRN system monitors variances between the price paid and current cost
• Reports variances between the receipt price (P/O) and the invoiced price (vendor’s invoice) or purchase order price and standard cost
• Expediting reports (user definable) prompt buyers to follow up by vendor, by item, etc.
• Extensive vendor performance reports
• Prints inspection documents on-line
• Provides the facility to print local or foreign purchase orders
• Gives the receipt history and tracks scrap/rejections per supplier

Quotations & Estimating

• Quotes on existing and/or non-stocked items
• Retains Bill of Materials for non-stocked make items
• Retains supplier contacts for non-stocked as well as bought items
• Provides access to the Product Configurator at line level
• Identifies time and materials for manufacturing an item
• Estimates expected labor, material and overhead costs
• Safeguards profits with built-in profit percentages
• Retains analysis on lost quotes
• May be selectively included in MRP for planning
• Recall non-stocked item information for use in multiple quotations
• Has an on-line cost roll-up to determine price and lead-time
• Multiple user-defined formats for printing quotes
• Expiration dates control quoted costs
• Ability to re-value based on current inventory or standard costs
• Five offers per quotation with default quantity breaks
• Copy and modify previous quotation
• Import from CAD generated files (or other ASCII files)
• Recall configurations previously defined using the product configurator
• Automatically create work orders, purchase orders and sales orders, on acceptance of the quote
• Job chaining for multi-level custom BOMs
• Automatic issue of lower jobs to their parent, on completion
• Notes, comments and instructions may be added and printed on reports and quotation formats
• Create inventory item and generate bill of material from estimate
• Retains quotes for as long as required
• Detailed and summarized reports available
• Estimate details may be included in quotation reports
• On-screen queries show all quote and estimate details
• Analysis reporting available

Report Writer

• Reporting is completely user-definable enabling the retrieval of wanted data in a preferred format
• Easy, menu-driven design - no programming skills required
• Provides instant access to all system data
• Offers the ability to read and write back to the database facilitating mass updates, if desired
• Reports on data from third party sources
• Exports data to third party software (spreadsheets, word processors, databases, etc)
• Run-time prompts allow for real-time reporting
• Provides excellent security control for sensitive reports
• Has the ability to “daisy-chain” reports
• Sends reports to the printer, screen, ASCII file, or XML documents
• Formats any number of reports in order to suit unique information needs and control the content as well as the layout of each report
• Prints detailed or summarized reports
• Data files within SYSPRO can be updated with new data, constants or calculated results
• Creates user-defined files
• Designs customized security controls to insure that only authorized users can access data and/or reports
• Data files can be linked for reporting from multiple files to one report
• Creates special sorting indexes for use with many of the standard SYSPRO reports
• Run-time check boxes allow greater flexibility
• Works with both SQL and C-ISAM database
• Up to 10 run-time prompts with browse facility on key fields
• Powerful include logic with pattern matching and nested logic
• Conditional printing and positioning
• Output XML documents for display in HTML format
• Offers user-defined report, column and detail line headings
• Has powerful include and exclude logic with pattern matching and nested logic
• Provides five user-defined subtotal levels plus grand total
• Allows 10 predefined, multilevel sequences on any field
• Provides the facility to create user-specified numbered records, i.e. top 20 highest selling items
• Gives user-defined variables for calculations and strings
• Provides user-defined run-time prompts that allow design dynamic reports that can run repeatedly
• Gives vertical and horizontal print definitions
• Has arithmetic calculation facilities
• Report layouts are “painted” on the screen as they are designed
• Conditional printing and positioning provides unconditional flexibility

Requirements Planning

• Assists with the planning of materials and production capacity required to meet demand
• Identifies levels of usage of critical resources for rough-cut capacity planning
• Allows for the easy creation of build schedules from Master Production Schedule (MPS) suggestions and shop floor
• Suggests purchasing, production and transfer schedule to satisfy demand
• Powerful, on-screen reviews enable the creation and amending of purchase orders and jobs based on suggestions
• Snapshot function allows the testing of plans before updating the live system
• Identifies potential over-supply
• Identifies average queue times
• Calculates material and capacity requirements under an infinite or finite capacity assumption
• Creates actual purchase orders or requisitions from suggestions
• Creates actual work orders from suggestions
• Creates supply chain transfers from suggestions for transfers between warehouses
• Suggests changes to existing purchase orders and jobs based on changes in demand
• Provides detailed pegging information in queries and reports
• The Gross Requirements rule is defined per item
• Allows user-defined planning frequencies, lead times and planning horizons for time fence indicators
• Provides a seamless link to the Advanced Scheduler
• Has MRP query with pegging
• The capacity load is viewed in a bar chart or report form
• Quickly identifies overloaded work centers
• Gives critical resource planning queries
• Provides bucketless planning that can be viewed and reported in any time period
• Comprehensive reports include Capacity Loading, Material Requirements, Suggested Work Orders, Suggested Purchase Orders, Pegging and Resource Requirements
• Action Reports include: Build Schedule, Job, Purchase Order, Sales Order, Forecast, Safety Stock and Capacity
• Calculates projected available and available to promise
• Provides review of late supplies

Return to Vendor

• Gives complete visibility of returned inventory
• Tracks returned items that are outstanding
• Allows for credit notes and replacement items from vendor
• Tracks costs of items not replaced by vendor
• Retains unlimited history of RTV transactions
• Preview of reports to screen and e-mail capabilities
• Ensures that items that are to be returned to the vendor are removed from the available stock and held in a review area while the terms for return are negotiated with the vendor
• Handles stocked and non-stocked items
• Tracks variances between cost of item and credit received
• Manages items to return through the RTV review process
• Issues items directly to the RTV review area, while processing a return from a customer (RMA)
• Adds non-stocked items on the fly during the review process
• Transfers stocked items immediately to the RTV area during the receiving process
• Creates GRN which can be matched against supplier’s credit note
• Creates Purchase Order for expected replacement items
• Comprehensive RTV status report with many different selection criteria
• Return slip document to accompany items being returned to vendor
• Provides a journal report for integrating to General Ledger

Return Merchandise Authorization (RMA)

• Retains an unlimited history of RMA’s
• No limit on transaction volumes
• Gives complete visibility of returned inventory
• Identifies recurring problems in various areas of order processing, analyzing the reasons for returns
• Provides inventory action options when receiving RMA’s for repair, scrap, return to OEM, restock or take no action
• Avoids costly mistakes by automatically calculating associated return charges
• Verifies warranty dates, price and the quantity purchased
• Create unique return codes
• Use flexible options that customize processing
• User-defined return period for RMA’s issued
• Warnings will appear if RMA is invalid
• Automatic restocking charges
• Multiple receiving actions can be analyzed
• Facilitates immediate replacement cross-shipments to customers returning goods
• Facility to look up sold items and validate them
• Handle stocked and non-stocked items
• Multiple line items per RMA
• Flexible options that customize processing
• Creates repair work orders for items within or out of warranty
• Allows for IBT (Interbranch Transfer) transactions
• Default warehouses may be set for RMA returns and later transferred to the repair warehouse after an RMA inspection
• Full on-screen inquiry of the status of returned material can be accessed at any time
• Allows printing of RMA authorization documents, reports and labels
• Returns can be tracked by action codes through RMA reporting
• Supports lot and serial number control
• Provides daily receipt listing

Sales Analysis

• Identifies the most profitable customers
• Knows which products are selling
• Analyzes market trends and geographic buying patterns
• Knows the profit generated by each product
• Knows which divisions of business are selling
• Identifies which salespeople are performing
• Business graphics instantly display sales performance for presentations and reports
• Improves sales forecasting
• Measures actual performance against quantity or revenue forecasts
• Analyzes tax collections
• Sets targets against customers and/or products
• Compares against budgets per product group and/or sales person
• User-defined sales history file allows the choice of data analysis most relevant to business
• Retains analysis against sub-accounts (branches) while invoicing the master account (head-office)
• Creates budgets (expected sales or quotas) for salespeople, customers and product lines utilizing user-defined time periods for analysis (day, week, etc.)
• Keeps up to 24 months of sales history on-line
• Protects the bottom line by checking that a minimum profit is realized on all sales
• Updates sales analysis statistical files at anytime
• Corrects sales transactions without interrupting invoicing
• Invoice and detail line data is updated on-line as invoices are printed
• Statistical values are updated separately to allow control of the contents of the Sales Analysis database

Reporting

• Provides user-defined selection criteria for flexible reporting
• The Sales Profitability Analysis reports line item gross profit
• Gives daily and monthly sales turnover reports
• Allows actual to budget comparisons and profitability analysis by salesperson and product type
• Highlights missing invoice numbers
• Documents all minimum profitability overrides
• Creates extensive reports such as: Sales by Salesperson, Customer, Product Type, Branch, Geographic Area, Profit by Invoice, etc.
• Provides sales tax reporting in detail or summary
• Allows commission calculation and reporting

Sales Orders & Invoicing

• Accommodates various sales processing environments
• Operator preferences streamline data entry
• Provides instant lookup windows to find data quickly so customers can be served professionally and efficiently
• Quick entry quotes allow for quotations on-the-fly which can be converted to an order type of choice
• Checks on current availability, prices, substitutes, ATP, etc. during order entry
• Maximizes profits with profit margin checking and powerful pricing tools
• Provides order discounts per customer and/or product class
• Applies freight, service and miscellaneous charges
• On-line or batch printing with reprint facility
• Allow foreign currency sales orders
• Allows picking according to area and other criteria
• Chooses from a variety of pricing methods to personalize business needs and reduce order entry errors
• Provides contract prices for customers and buying groups for time sensitive specials and promotions
• Configures the back-order system to operational requirements
• Ship to multiple pre-defined delivery addresses
• Flexible billing arrangements for multiple location customers
• Provides multiple user-defined documents with optional word formatting or the use of bitmap facilities
• Has multiple free form or coded comment lines
• The Dispatch Notes System enables the tracking of multiple deliveries across one or multiple orders to produce one invoice
• Allows substitution of alternate stock items
• Enters orders using a customer’s stock codes
• Provides sales kits with optional components
• Has the facility to create standard orders and copy details from one order to another
• Allows creation of SCT/purchase order from back order review
• Uses the Product Configurator at line level to customize the item on-the-fly
• Allows manual or automatic depletion of bins or lots
• Two or three dimensional quantities or enter quantities as cases and units
• Real time credit checking with email notification option
• Archive completed sales orders as XML documents
• Gives order analysis of lines added, changed, cancelled or lost
• Provides time stamping of orders taken
• Has an Order & Invoice Cross Reference report
• Multiple outstanding order and backorder reports
• Orders commitment reports for user-defined time periods
• Orders profitability analysis
• Identifies price overrides
• Optional interface to Vertex Quantum for advanced sales tax requirements

Shipping System

• Operator workload is reduced by means of controlling the packing process. Packers see only the orders that are due to ship.
• Up to date shipping rates and electronic scales provide more accurate shipping costs
• Provide customers during the order entry process an estimated cost of shipping
• Shipping costs and tracking numbers are automatically updated in the Sales Order module
• Reports can be previewed on-screen and/or e-mailed
• Calculate packed weight based on manually entered weight or from an electronic scale
• Ensures the most up to date shipping rates from FedEx, UPS, or Airborne carriers. The system also caters for manually entered rates
• Integrates with electronic scales
• Records items being packed into a box. A query option allows verification of the box contents
• Sales Order status is automatically updated
• Shipping charges are posted to the Sales Order
• Tracking numbers are posted to Sales Order
• Shipping labels and Bill of Lading documentation
• Shipping Manifest documentation
• Carrier Close Day function
• Query tracking and box numbers on-screen
• Print shipping labels for each of the supported carriers
• User defined formatting of the Bill of Lading
• Print manifest documents used by carriers

System Manager

• Configuration Options: Use only those features required
• Stationary formats and tables: Design individual stationary forms and create standard reference tables to reduce repetitive keystrokes and data entry error
• Security: Sensitive data and critical data processing functions are protected by SYSPRO’s multilevel security system
• Printer Manager: Controls the destination and form of printed reports by selecting Windows printing or by defining your own print library
• G/L Integration: Defines how each module integrates to the General Ledger, in detail or summary
• Personalized interface provides state-of-the-art features for customization and ease of use
• Retains settings per operator thereby supporting roaming
• Defines a favorite menu per operator that can be launched from anywhere in the system
• Defines task lists with single or multiple programs
• Tasks may be recurring with auto reminder
• Automatically insert tasks into Microsoft Outlook
• Use standard explorer-type menu or publish each menu as an HTML page
• On-line browse and search facility quickly accesses key information such as ledger codes, customer accounts, etc.
• User-defined menus per operator, group or company
• Triggers (Windows API) allow launching of custom programs after certain functions, enabling customization without source changes
• Multimedia objects may be added to static information
• Context sensitive help with ability to bookmark, annotate, search and print
• Translatable report heading and text
• Third party or SYSPRO programs can be run from user-defined menus

Web-Enabled Applications

• Built using ASP.Net
• Fully utilizes the Software Developer Library to access SYSPRO data
• Efficient access via the internet
• Component framework reduces network traffic
• Out-of-the-box solution that runs on the web
• Multi-lingual capabilities
• Access and setup controlled via the Business Objects
• Display fields easily added or removed from view
• Cascading Style Sheets (CSS) allow appearance customization

Work in Progress (WIP)

• Supports mixed mode manufacturing environments
• Tracks and manages material and operational costs for each job
• Use Dynamic Load Leveling provides visibility of work center loads, allowing quick verification of overloads
• Analyzes various actual versus standard production floor performance indicators
• Tracks production overheads, resources, and scrap
• Schedules jobs on the production calendar
• Automatically creates jobs from Sales Orders, Quotations & Estimating and MRP
• Analyzes efficiency and utilization of shop floor elements
• Links Purchase Orders to jobs to expedite receiving
• Defines calendars for factory, productive unit and work center capacity
• Defines the shop floor machines and employees, standard working hours and rates
• Optionally includes or excludes the value of nonproductive time in the cost of the job
• Creates jobs using Bill of Materials, estimates details for standard products or estimates details for custom-made products
• Schedules jobs to meet and optimize available capacity
• Allocates materials and labor directly to jobs, in kits, or by item
• Post labor at standard or actual employee rate
• Imports labor transactions and job receipts from a barcode data collection system
• Records costs that are incurred on subcontracted or outside operations
• Receives completed items directly back into inventory or dispatch
• Automatically creates sub-jobs with easy transfers of value to the master
• Due dates are calculated on a forward, backward, finite or manually chosen basis
• Provides complete audit trails of all transactions
• Allows for comprehensive reporting, including percentage completed, work in progress tracking, job status and job variances
• Gives extensive labor analysis
• The detailed screen query shows current job status, activity to date and expected activity
• Provides work center dispatch lists
• Allows analysis of non-productive time and scrap
• Provides work center, employee and machine efficiency analysis

System Requirements

Customers have the choice of self-hosting on premises and running on the Microsoft platform, or deploying in the cloud on services such as Azure and AWS. The customer has the choice of self-hosting and it runs on the Microsoft platform.

Customers need modern processors, such as an i5 or i7 for Intel or AMD equivalent.16 GB ram minimum. IIS and .net framework required. SQL server 2017 is also required.