Company Maintenance

Exploring

This program lets you maintain details about your SYSPRO companies according to the terms of your software license agreement.

  • This program is accessible from the Ribbon bar:

    SYSPRO Ribbon bar > Setup > General Setup

Programs

Company Setup

General topics

Customize and control application

Starting

You can restrict operator access to activities within a program (configured using the Operator Maintenance program).

You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the eSignature Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.

  • The Microsoft Outlook option cannot be used if Microsoft Outlook 2010 is installed.

    • Outlook's rich email client interface is only invoked if you have Microsoft Office Outlook 2003 (or later) installed on the client machine.

    • If you have Microsoft Office 2003, you need to download Microsoft Office 2003 PIAs from the Microsoft website. This is not required if you have Microsoft Office 2007.

    • Earlier versions of Outlook use the old-style email client interface.

  • The Macro using VBScript option is not supported for SRS document printing.

  • You must be logged into the company for which you want to maintain custom form field values.

    If you save company details for a company that you are not currently logged into, then the custom form values for that company are cleared.

    If you create company custom form fields, then you will have to create the same custom forms fields for each company.

Solving

Amendment journals are automatically created for changes made to the company options.

You should always re-import the new e.net license using the e.net License Import Wizard program when you update the company's SYSPRO license.

You must use the Company Setup program if you want to import a 'Demo for xxx' license and then deselect modules that are not licensed.

This functionality is not available in the Company Maintenance program.

Using

  • Amendment journals are automatically created for changes made to the company options.

  • You should always re-import the new e.net license using the e.net License Import Wizard program when you update the company's SYSPRO license.

  • Espresso user licenses are allocated using the Espresso User Licenses program.

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.
  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form. If the Show Captions option is grayed out, it means no captions are hidden for that form.
  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Save and Close

This saves the details you entered or changed and returns to the previous screen.

Print

Print your company setup information.
Set company password Configure a password for the company that will be requested whenever an operator attempts access.
Prevent Login

Prevent unauthorized access to this company.

This is useful if you are maintaining a company and want to restrict other operators from capturing data.

This does not affect operators currently accessing the company.
Reason Indicate the message to display to any unauthorized operator attempting to access the company.
Field Description

Company License

 

Company name

 This must reflect the company name as specified on the registration form supplied with the software.

License expiry year

The year in which your Software License Agreement expires.

Expiry month

The month in which your license expires (if specified within the terms of your Software License Agreement).

This applies to temporary licenses.
License start date For temporary licenses this indicates the date from which the license is valid.
Registration

Indicates the registration number assigned to your company.

Import the LICENSE.XML file into your system using the LICENSE.XML Import Wizard.

You must run this function to access any e.net Business Object or Web-based Application and when using the Document Flow Manager.
License status Indicates the current status of the company's license.
System settings

Indicates the number of users currently licensed to use the system as well as the number of licensed seats for:

  • Licensed users

  • CMS only users

  • Point of Sales users

  • ODBC seats

  • U/SQL manager seats

  • Dialog system seats

  • CAL seats

  • Analytics viewer seats

  • Report designer seats

  • Licensed companies (i.e. maximum number of companies supported)

  • Espresso seats

  • Espresso external seats

  • Espresso linked users

  • Licensed workflows

  • Portal seats

You maintain these numbers using the System Setup program.
Modules

This pane displays the list of available modules, indicating the ones that are installed.

Your selections must match the list of modules indicated on your Software License Agreement.
e.net Run Time Products This pane displays the list of e.net run time products, indicating the ones that are licensed.