SYSPRO Harmony

Exploring

ClosedWhere does it fit in?

This program lets you configure and manage the ERP information you want to track within the product.

Harmony is a social ERP platform embedded in the SYSPRO product, and combines the following multitude of technologies into one application:

  • Social Media
  • Collaboration
  • Machine Learning
  • Cognitive Services
  • Data Analytics

The Harmony platform allows users to collaborate and communicate inside the context of the SYSPRO ecosystem.

Then, using a combination of the data generated from these interactions, along with the vast company data generated by the SYSPRO product, it provides a single view and a more personalized working platform for the user, no matter where in SYSPRO they may be.

The benefits of using SYSPRO Harmony include:

  • Requires no license - Harmony is a free module
  • Drives user collaboration with social ERP conversations
  • Follows information and surfaces to the user
  • Provides 24/7 view of your company's operating status
  • Simplifies complex technologies and business processes
  • Enables faster decision making
  • Data sentiment integration
  • Alerts users on trending information
  • Enables integration of SYSPRO data onto a messaging platform
  • Enables trend analysis in conversations
ClosedRelated Information

Programs

System Setup

PDF and Video Resources

Feature Guides

Video Highlights

Starting

ClosedPrerequisites
Prerequisites Installation notes and considerations
SYSPRO 8 e.net Communications Load Balancer

This must be installed on the application server with SYSPRO 8 as only an active connection to this service is required.
Microsoft SQL Server 2012 or higher  
Microsoft .NET Framework 4.6

 
Microsoft .NET Core 1.1.0 (Windows Server Hosting)  
IIS 7.0 Ensure that the CoreWebEngine and W3SVC features are installed.
SYSPRO Service Upgrade Manager This service updates all the SYSPRO services automatically.
SYSPRO Rules Data Service

This service monitors SQL transactions on the SYSPRO databases, as required by the Rules Engine.

  • Ensure that the SOAP and REST port numbers match those configured in SYSPRO (System Setup > E.Net Service Details).
  • You must restart this service manually once you have completed the SYSPRO configuration.
  • We recommend that you install the service on the same server as SQL Server.

SYSPRO Rules Engine Service

This service queries all SQL transactions on the SYSPRO databases

  • Ensure that the SOAP and REST port numbers match those configured in SYSPRO (System Setup > E.Net Service Details).
  • You must restart this service manually once you have completed the SYSPRO configuration.
  • We recommend that you install the service on the same server as SQL Server.

SYSPRO Harmony Service

This service processes all Harmony transactions.
SYSPRO Harmony API Service

This service provides an interface for Harmony integration and must be installed on a machine with Internet Information Services (IIS 7.0).

ClosedConfiguring

Once you have concluded the installation process for all required components, you need to configure Harmony within SYSPRO itself:

  1. Open the System Setup program and configure settings within the Rules Engine / Harmony tab.

  2. Save and exit.

  3. Restart SYSPRO.

  4. Once you have completed the installation process, as well as the SYSPRO configuration, ensure that all of the newly-installed services are running, using the Windows Services program.

  5. Load the SYSPRO Harmony program in SYSPRO.

    A blank window is displayed as you need to enable web views for this program.

  6. Select the Design Web View option from the icon.

    The Design New View message box is displayed.

    Accept the default template and select Save.

    You can also optionally configure your own template design.

Solving

ClosedError messages
ClosedConnection error during installation of Rules Data Service - TCP Error code 10061:

Ensure that the SYSPRO 8 e.net Communications Load Balancer is installed and that the SOAP port number used during the install matches that of the Load Balancer EndPoint in the Rules Data Service install wizard.

Using

ClosedData Mining Service

In order for Harmony to access all the information and transactions happening in SYSPRO, a data mining service was created.

This mining service monitors the SYSPRO database and its transaction log. It cleanses the data and then stores it in a relational database ready to be processed by Harmony and the Rules Based Engine.

This service can reside anywhere in the SYSPRO infrastructure, however we recommend that it is installed on the same server as the SQL Server.

In addition, data sentiment enables a complete spectrum picture of customer opinion about your services or products for informed and strategic decision making. Visual cues (the equivalent of emoticons), help alert users by attaching sentiment to specific items

Emoji Sentiment

Very happy

Happy

Neutral

Unhappy

Very unhappy
ClosedNews Feed

Harmony provides the equivalent of a news feed that's auto-populated by conversations with relevant information, based on key ERP components that you choose to follow.

Instead of needing to go into the system to retrieve pertinent information, the system intelligently pushes it to you.

Similarly, you can opt into following any other key information in SYSPRO (e.g. stock codes, suppliers, sales orders, etc.).

For example: If you choose to follow the customer Bayside Bikes, your newsfeed will update every time there is an activity for that customer (e.g. when the customer's information has changed, or when a sales order has been created, or even when the customer has returned something).

In addition, some intelligent algorithms monitor the content that your peers follow (as well as what is trending in the database) and these insights are surfaced in your news feed.

ClosedCollaboration

The collaboration aspect of Harmony brings SYSPRO users together via a chat method, similar to that of WhatsApp or Skype. However, unlike traditional chats, Harmony allows users to bring the context of their ERP data into the conversation using social media techniques (e.g. # hashtags).

Harmony lets you post beats (i.e. conversation posts within the Harmony portal) like you would on Facebook or Twitter. However, you have the added benefit of those beats being able to contain data context with the use of @ signs and # tags. For example: If you enter #Customer abc. Balance, Harmony returns that customer's balance immediately and enables you to beat about it.

Therefore, when collaborating, users have full and secure access to the data in their SYSPRO databases. This enables them to query information directly in the chat, such as stock information, sales order statuses, customer information, etc.

Users can reply and like messages that have been posted, thus elevating their importance or relevance.

Additionally, Harmony makes use of cloud-based cognitive services that detect conversation sentiment. It will detect if the conversation's sentiment is positive, negative or neutral, and indicate accordingly.

ClosedTrend Surfacing

Most social media applications (like Twitter or LinkedIn) use intelligent machine learning algorithms to detect trends from the messages that are being posted, and then surface that information to the user according to their relevance. In a similar fashion, Harmony uses predictive analytics to reveal trends that provide actionable insight. The difference is that not only does Harmony process machine learning and trend detection on conversations, it also processes these on the core SYSPRO database.

Harmony will identify transactions happening on the SYSPRO database, identify the key fields on which the transactions are happening, and then perform trend detection and aggregation on this data. It will then present this information to the user in the form of a chart and reflect what is currently trending in the SYSPRO database.

For example: A stock code could be used in a large number of sales orders, as well as some purchase orders and RMAs. In this case, that stock code would be trending.

This simple piece of functionality brings critical information to the forefront without you having to ask for it or consolidate reports across the different modules.

ClosedRules Engine

The rules based engine works together with the data mining service and allows you to create complex triggers and perform actions without using SQL triggers.

Harmony also uses the rules based engine. If a user follows a particular item, a rule is automatically added to the engine and when the rule executes, a beat is posted to the Harmony database.

A basic set of rules are supplied by default with the SYSPRO Rules Engine. Therefore, as soon as you have installed the components, Harmony can start tracking and conveying information based on these default rules.

Although currently you cannot add, maintain or delete rules, SYSPRO is developing a new interface to enable this functionality.

Rule Description Trigger Description

Stock code selling price change

Update on InvPrice

Limited promotion within 5% from expiring

Update on TpmPromotionLimit, below 5% of Promotion limit (TpmPromotion)

After Inventory movement

Insert on InvMovements

Customer set to on hold

Update on ArCustomer, CustomerOnHold flag changed to Y

Supplier set to on hold

Update on ApSupplier, OnHold flag changed to Y

New sales order created

Insert on SorMaster

New line added to sales order

Insert in SorDetail

Stock code added to warehouse

Insert in InvWarehouse

New RMA created

Insert in RmaMaster

New line added to RMA

Insert in RmaDetail

New job created for customer

Insert in WipMaster, where Customer not = " "

AP payment cycle completed

Change to ApPayRunHdr, PaymentRunStatus = "C"

New asset added

Insert in AssetMaster

An asset changed

Update to AssetMaster

An asset deleted

Delete on AssetMaster

After Cashbook deposit

Insert in CshJnl, EntryType = "D"

After Cashbook withdrawal

Any SYSPRO table change

Customer within 10% of credit limit

Update to ArCustomerBal, sum on balances within 10% of Credit limit (ArCustomer)

Job deleted without customer

Delete on WipMaster, Customer = " "

GL period change

Update to GenControl, GlPeriod changed

AP Invoice verification difference greater than 10%

Insert on GrnPriceVariance, calculation on difference is greater than 10%

New supplier added

Insert on ApSupplier

Supplier delivery received late

Insert on PorHistReceipt, DateReceived greater than LineDueDate

Supplier delivery received short

Update on PorMasterDetail, MReceivedQty less than MOrderQuantity

New job created without a customer

Insert in WipMaster, Customer = " "

PO delivery rejected at receiving

Insert in PorScrapRejectIns, ScrapRejectFlag = "R"

Over issue to a job

Update to WipJobAllMat, QtyIssued greater than calculated required quantity

Stock issued to job

Update to WipJobAllMat, QtyIssued increased

Stock rejected at inspection

Update to WipInspect, QtyScrapped increased

Stock rejected at receiving

Insert in PorScrapRejectIns, ScrapRejectFlag = "S"

RMA line received

Update to RmaDetail, LineStatus = 9

Stock code added

Insert in InvMaster

Bin added for stock code

Insert in InvMultBin

Stock take posting complete

Update to InvWhControl, StockTakeFlag = "N" and StockTakeUpdate = " "

BOM added

Insert in BomParentInfo

Job deleted

Delete on WipMaster, Customer not = " "

Job received late

Update to WipMaster, Complete = "Y" and JobDeliveryDate greater than ActCompleteDate

Job received short with a customer

Update to WipMaster, Complete = "Y" and QtyToMake greater than QtyManufactured

Delivery note printed

Update to SorMaster, DeliveryNote changed

Dispatch note released for invoicing

Update to MdnMaster, DispatchNoteStatus = "7"

POD confirmed for SO delivery

Update to ArInvoice, ProofOfDelivery = "Y"

Price override at invoicing

Insert in SorChanges, Price not = NewPrice

Contact details changed

Update to CrmContact

Delivery is short

Insert in MdnDetail, OrigBoSoUom not = "0"

Lost sales order line

Insert in SorLostSales

New promotion added

Insert in TpmPromotion

Job received late without a customer

Update to WipMaster, Complete = "Y" and JobDeliveryDate > ActCompleteDate

Job received short

Update to WipMaster, Complete = "Y" and QtyToMake > QtyManufactured

Track History on ArCustomer.OutstOrdVal

Update to ArCustomer, OutstOrdVal changed

Track History, Rough order value estimate

Update to SorMaster, End order completed

Track History on ArCustomerBal.CurrentBalance1

Update to ArCustomerBal, CurrentBalance1 changed