SYSPRO 8 Roadmap Themes
The following provides a summary of all the new features and functionality available in SYSPRO 8.
Improved Control of Internal Operations
2024
NCR and CAPA (Non-conformance reporting and Corrective actions / Preventative actions) is a capability that forms part of the Quality Management module and can used throughout the ERP process. It helps manufacturers and distributors control quality standards within their organization to ensure these are upheld and continually improved.The corrective and preventative actions (CAPA) component of this feature enables the effective management of an incident that caused a deviation from quality standards. It allows any department to report and effectively manage, correct and prevent non-compliance incidents.This capability was released during SYSPRO 8 2024 and requires the installation of the SYSPRO.8.2024.KB8110297 hotfix to be activated.
The Enterprise Asset Management module includes the Planned Maintenance capability that enables manufacturers and distributors to digitize their asset maintenance processes by defining the maintenance requirements and planning this out into the future. This module integrates with the Requirements Planning and Purchase Orders modules to ensure timely procurement of part requirements for planned and preventative asset maintenance.
This capability was released during SYSPRO 8 2024 and requires the installation of the SYSPRO.8.2024.KB8110282 hotfix to be activated.
The Work in Progress Picking and Issuing functionality has been incorporated into SYSPRO to increase stock visibility and optimize stock selection and transfer for production. Stock that has been picked can now be automatically issued to a job once the pick is completed. This provides real time visibility of component stock used in manufacturing and kitting processes and further embraces lean manufacturing, as stock is only moved when it is required.
Invoices have been enhanced with the addition of a Last operator to print field. The last operator to print an invoice or maintain a sales order is recorded and can be added to the invoice to assist with audit logging and to simplify tracking.
SYSPRO Point of Sale has been enhanced in various ways to improve the following aspects:
The new Customer Pricing Query program allows SYSPRO Point of Sale users to query pricing for specific customers across the entire range of SYSPRO pricing structures and provide the best price. This offers customers the ability to leverage advanced pricing mechanisms in SYSPRO and offers users the ability to query best prices more efficiently.
To further support compliance and privacy, as well as increased security between Point of Sale branches, SYSPRO Point of Sale has been enhanced to offer even greater control and access to branch-specific information. SYSPRO Point of Sale now provides the ability to restrict access to retail branch information to specific roles within the branches using the Manage Roles program, thereby ensuring that these roles only see information relevant to their branch or warehouse.
SYSPRO Point of Sale has been enhanced to allow you to process account payments for customers who are on hold. Previously, the ability to do so was inhibited by default. However, with the addition of setup options that cater for restricting these options by branch or role, users can now control the use of this function. This enhancement eliminates the need to first remove the customer hold and improves business continuity with customers.
SYSPRO Point of Sale has been enhanced to surface Embedded Analytics dashboards, providing relevant roles with instant access to real-time, critical information that can assist them in taking action and making business decisions.
SYSPRO Point of Sale users can access and display custom inventory fields that have been set up in SYSPRO. This offers the ability to provide customers with additional custom information and allow easy access to key information regarding stock items.
To simplify the administration and data integrity of offline transactions, SYSPRO Point of Sale has been enhanced to offer Offline Transaction Verification. This feature allows administrators to review data between SYSPRO Point of Sale online and offline branches, and assists them in resolving any conflicts for transactions that have not been posted successfully. The Offline Uncopied Transactions Review screen will be available both offline and online. When viewed offline, it will display uncopied transactions and give the user the option to reset the copy status for those transactions.
Administrators can now create and customize webviews by role in SYSPRO Point of Sale, creating a focused user interface and streamlined experience for users. In addition, webview design can be restricted to specific SYSPRO Point of Sale roles and operators. This, therefore, also increases webview security.
We've introduced the ability to flag instances and companies as either production or non-production within SYSPRO.
This enhancement enhances visibility of instance and company types and supports the licensing of non-production instances for sandbox environments.
Additionally, the SYSPRO Production and Non-Production Instance Level and Company Level Flags improve audit controls, ensure adherence to end-user license agreements (EULA), and provide resistance control for production-use instances and companies.
We enriched the functionality of the PO Purchase Order Receipts business object by enabling the receipt of multiple lots on a single line for landed cost tracking (LCT) receipts. This is particularly useful for organizations that import goods and require easier integration to LCT when Lot Traceability is used.
2023
The SYSPRO Quality Management module (QMS) is designed to help businesses oversee all activities and tasks that must be accomplished to maintain a desired level of excellence.
This fully-integrated module comprises Customer Complaints and Recall Management (both available in earlier SYSPRO releases) and an Inspection Engine that is included in this release.
The module lets businesses inspect and approve quality at each process throughout the supply chain, giving instant access to all critical information required to track a suspect product - from the raw material arriving at the organization to the customer where it was dispatched - and allows for the capturing, management and effective resolution of customer complaints.
The configurable Inspection Engine assists you in creating an inspection system that adheres to the standards specified by the International Organization of Standardization (ISO). It comprises a test engine and a dashboard that lets you improve internal controls over the manufacturing process and the quality inspection procedures of Work in Progress and Purchase Order Receipts.
The test engine lets you design inspection tests with acceptance quality levels to capture inspection data and ultimately pass or fail the inspection. This helps businesses to identify potential risks in the product, assigning tolerances against these risks, and accepting or rejecting a batch based on given criteria.
Benefits:
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reduced costs
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reduced wastage (less rework and scrap)
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improved customer satisfaction (less defects and improved consistency)
The Sales Order Picking functionality within the Warehouse Management System has been extended to include a Pick Confirmation and Marshalling process. Marshalling is used within the pack and ship area of the warehouse and includes the ability to separate and consolidate picks while packing the goods in preparation for dispatch, thereby verifying the quality of stock items and completeness of the pick and incorporating packing manifests.
Benefits:
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increased fill rates
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reduced picking errors
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adds a level of inspection to the dispatch process
The Pack Size Scanning feature has been implemented across the SYSPRO Espresso application for each function that requires a stock count to be performed.
The feature (released in SYSPRO 8 2022) lets you capture quantities using barcode scanning to reduce the errors typically associated with manual data capture. This improves accuracy, efficiency and productivity in the Inventory Management functions (e.g. stock movements and stock take).
Real-time visibility into inventory levels ensures accurate stock counts and facilitates proactive decision-making regarding procurement, stock replenishment, and order fulfillment.
The Dated Exchange Rates for AR Reports feature streamlines the selection of exchange rates used in converting foreign customer invoices to local currency.
This first phase targets Accounts Receivable reports to apply the rate effective at the period-end date for the period in which the report is run (taking into account any revaluations). This adheres to International Financial Reporting Standards (IFRS) to improve the consistency and accuracy of reporting.
The Inventory Transaction Import feature addresses the need to import a range of inventory transactions from a ASCII fixed-length text file. Transactions catered for include: Receipts, Expense Issues, Material Issues, Warehouse and Bin Transfers and Backflushing.
The feature effectively standardizes the historical data take-on of inventory transactions and facilitates the integration to third-party systems. The streamlined process saves time and effort and improves inventory accuracy and control.
Businesses can quickly and accurately update inventory records, track stock movements, and maintain a real-time view of inventory levels. This enables more informed decision-making and reduces the risk of stock-outs or overstocking.
With a simplified and standardized data import process, businesses can achieve higher levels of operational efficiency. By automating the import of inventory transactions, time-consuming manual tasks are reduced, allowing staff to allocate their time and resources to more value-added activities.
SYSPRO Point of Sale has been enhanced in various ways to improve the following aspects:
The SYSPRO Point of Sale installer security and compliance has been enhanced to encrypt the connectionStrings section in the web.config file. In addition, updating or saving the ConnectionString or PayPalPassword properties from the Branch Settings or System Settings will encrypt them before saving them to the database.
The SYSPRO Point of Sale API prompts you to set up the customer defaults per branch, as these defaults are required when configuring the API.
SYSPRO Point of Sale validates that the Service and MainService Uniform Resource Identifiers (URIs) differ for offline branches when you log on. If the URIs are invalid, the system will prevent you from logging in. This eliminates data corruption and historical issues with end-of-day processing.
In addition, SYSPRO Point of Sale now also validates the existence of the ConnectionString in the _BranchesSqlConnections table and ensures that the data matches the web.config file. This ensures that the setup for offline branches is consistent with the URIs saved to the database.
SYSPRO Point of Sale tax number fields have been increased from 15 to 30 characters to accommodate countries in which regulation requires longer company and customer VAT numbers, ensuring regulatory compliance.
The Price Change Authorization feature allows management to authorize or decline price changes made by operators in real time while processing sales transactions. In addition to offering improved control, efficiency and adaptability in managing pricing, this enhancement also caters for third-party integration.
The current price override branch setting has also been improved by replacing it with more comprehensive settings in the new Access Control Setup program.
SYSPRO Point of Sale allows you to process and sell or exchange partially on-hold items. This functionality then places the stock on backorder, allowing businesses to clear items from their stock holding. It is enabled or disabled at branch level in the Branch Settings program, using the Allow Back Order for Partial Hold configuration option. This option is disabled by default.
Once enabled, you can use the functionality to process transactions in the following programs:
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Point of Sale
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Manage Orders
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Issue Exchange
Users can access and update SYSPRO custom form fields for sales order headers in SYSPRO Point of Sale. This allows users to capture the required information and specific details when processing transactions, while having that same information available against the orders in the Desktop UI. This offers improved data accuracy and enhanced customization.
This enhancement is available in the Custom Forms section of the SYSPRO Point of Sale Web UI Screen Designer, which has been added to the following programs:
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Point of Sale
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Credit Notes
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Exchanges
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Manage Credit Notes
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Manage Orders (Sales)
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Manage Online (Order Transaction Header)
2022
SYSPRO's Espresso Pack Size Scanning feature lets you associate a barcode or radio frequency identification (RFID) to different units of measure for an item. Then, using either the SYSPRO Espresso Missions & Tasks or Order Picking applications, you can scan the item in the warehouse to automatically add the unit of measure quantity to the picking (or moving) quantity (i.e. without having to manually enter the number of units picked).
You activate the feature by switching on the Enable pack size scan for Espresso setup option (Setup Options > Configuration > Distribution > Inventory).
You assign units of measure to an item using the Stock Code Barcode Uom Cross-Reference program. Access to this program and the associated business object (Stock Code Barcode Uom Xref Maintenance) can be secured using eSignatures.
This feature allows you to more accurately identify a credit note as an inter-branch transfer and apply the correct pricing and ledger integration.
SYSPRO has always applied the pricing and ledger integration logic to the credit note as if the return was based on an IBT. However, because sales order entry allows for billing orders and inter-branch transfers to be invoiced against an IBT customer, this logic was not entirely correct.
This feature increases the accuracy of credit notes raised for IBT customers and improves the auditing, integration and tracking capabilities for an RMA.
When a credit note is created for an IBT customer (using the RMA Issues and Receipts program) and the RMA is not linked to an existing invoice, then a system message is displayed that prompts you to indicate whether the RMA should be treated as an IBT. You can use eSignatures to control the message option that can be selected.
If you indicate that the RMA is for an IBT, then the credit note is treated as a normal RMA for an IBT customer (i.e. the price equals cost).
If you indicate that the RMA is not for an IBT, then the normal sales price is used and ledger integration is processed like a normal sales transaction.
This feature increases the flexibility of the Work in Progress module by catering for transactional custom form fields. This lets you store additional details against WIP material and labor posting transactions, allowing you to document transaction details and information against the job that will then remain attached as a record against that job. This is useful when recording additional information like specific instructions or quality-related details.
This feature increases the flexibility of the Inventory Control module by catering for transactional custom form fields. This lets you store additional details against transactions such as movements and receipts and is useful when recording additional information like visible condition, quality and auditing information.
This feature extends the order policy to cater for concurrent co-products manufactured from a notional part. The policy must be applied to the notional part (i.e. not the co-product) which effectively means that the minimum and maximum levels of the co-product are ignored and replaced by the minimum and maximum levels of the notional part.
The () order policy was introduced in SYSPRO 8 2021 R2 to allow processing of supplies up to the warehouse maximum level, even though the quantity on hand was above the minimum level. This ensured that stock levels could be increased prior to promotions or anticipated demand.
The SRS API has been updated to cater for automating the invoicing process when using dispatch notes by letting you generate dispatch note invoices.
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The Sales Order Document Printing Espresso application lets you generate dispatch notes and dispatch note invoices using the SRS API.
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The SO Document Details Query and SO Document Print Query business objects have been updated to cater for this.
SYSPRO's Product Configurator module is now available in SYSPRO Web UI (Avanti).
The Configuration Maintenance program lets you build different configurations for a product, where each variation comprises a set of selection criteria, options, components and operations. The configuration can be saved in the library for subsequent re-use.
Once the configuration is built and deployed, the SYSPRO Web UI (Avanti)Product Configurator Wizard application can be accessed from the Configurator field or button from within the following programs:
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Sales Order Entry
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Quotations
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Job Entry
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Estimates
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Structures and Routings
SYSPRO's Kanban Automated Replenishment feature extends the Warehouse Management System to provide an automated stock replenishment solution for sales order picking and manufacturing production lines.
SYSPRO's document printing architecture has been enhanced to enable the printing of Factory documentation using the SQL driver. Previously, this was only available using the XML driver, regardless of the configuration defined against the document template.
Once you have configured your system to use the SQL driver, you then assign a SQL template to the document format.
SYSPRO Point of Sale has been enhanced in various ways to improve the following aspects:
The SYSPRO Point of Sale capabilities have been enhanced to allow operators to specify a quantity when adding service charge lines. When capturing a transaction, you can now define the quantity required for a Miscellaneous charge type service charge with a calculation type of User defined.
This not only provides store clerks with the ability to capture a User defined service charge with a quantity of more than 1 in a single step, but it also saves them time when adding multiple service charges.
The performance of the SYSPRO 8 Point of Sale Synchronize Service has been improved by eliminating unnecessary data synchronization between the main server and offline branches.
SYSPRO Point of Sale now manages the creation and update of databases required for offline usage, without reliance on Silverlight.
The SYSPRO Point of Sale API service (i.e. SysproPosApiService - previously named POS Engine) has been updated to support HTTPS communication and to align with industry naming standards.
SYSPRO Point of Sale now includes functionality to manage unit of measure conversions using the Quantity Conversion for Multiple UOM business object.
This ensures consistent available quantity calculations for lots, bins and serials when selling stock items with multiple unit of measures and that the subsequent sales order allocation and inventory depletion in SYSPRO is handled correctly when posting the sales order to SYSPRO.
This capability allows SYSPRO Point of Sale to easily manage the conversion across different unit of measures, eliminating errors typically introduced by manual calculations when working with multiple unit of measures.
The SYSPRO Point of Sale architecture has been enhanced to enable supervisor authorization using biometric scanning.
From the Branch Settings program, administrators can select to apply a third party provider's biometric solution for a specific SYSPRO Point of Sale branch. Then, during the Supervisor Authorization process, the entering of a password is replaced by the request to perform a biometric scan
This capability provides better security and lets you develop your own biometric validation. It also lets third party developers easily integrate with SYSPRO Point of Sale at different supervisor authorization points.
The naming convention within SYSPRO Point of Sale has been standardized to eliminate possible confusion relating to the search fields previously referred to as Contact Number, Cell number, Telephone and Additional Telephone.
Within all searches in SYSPRO Point of Sale, the Telephone search field has been standardized as Contact number, and the Add Telephone search field has been standardized as Cell number.
The Printing Designer within SYSPRO Point of Sale lets you add customer Invoice Terms to all customer-related stationery format designs This aligns with standard business practice to indicate payment terms on your commercial documents (i.e. Invoices, Sales Orders, Credit Notes and Quotes).
The TermsCode and TermsDescription fields are now available for selection from the Printing Designer dictionary under the Headers section.
The Manage Orders program in SYSPRO Point of Sale now lets you configure your branch or user to automatically place the full quantity of a sales order into back order (matching the SYSPRO Desktop version).
Previously, when changing the order quantity for a sales order within the Manage Orders program, SYSPRO Point of Sale would automatically calculate the ship and back order quantities accordingly. However, now you can use the Automatically put order qty in b/order option to automatically put the whole order quantity into back order (or the available quantity into ship and the remainder into back order).
This capability aligns SYSPRO Point of Sale with the user preference currently available in the Sales Order Entry program, allowing you to manage the back order preference at a line level.
The custom lead time calculation logic within SYSPRO Point of Sale now lets you also take into consideration the lead-time days (i.e. LMWDaysLeadtime) from the RegionsWarehouse table and to cater for Kit-type items.
This offers improved lead time calculations considering the data provided within your custom form fields and ensures that lead-time calculations on kit-type items are performed at component level, with the longest lead-time then applied to the parent item.
2021-R2
The SQL Health Dashboard program was improved to provide quicker performance when analyzing the health of tables, columns and foreign keys on a company database.
The dashboard now also includes the following information:
Instance Information
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Connection driver
This indicates the ODBC driver used when connecting to Microsoft SQL Server.
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Connection encryption
This indicates whether the connection to Microsoft SQL Server is encrypted.
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Connection protocol
This indicates the protocol used when connecting to Microsoft SQL Server (i.e. TCP, Named pipes or Shared memory).
Database Information:
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TDE encryption status
This indicates if Transparent Data Encryption (TDE) is in use and the current status of the encryption.
The parent item of contaminated or defective products can optionally be included in the Product Recall Selections Review to ensure that all potentially spoiled items are identified.
Although this initially increases the list of items included, filtering options are available to refine the results (typically useful for companies that retain traceability data and don't archive lots). This list can then be used by companies to identify the affected products.
A new batching rule () allows processing of supplies up to the warehouse maximum level, even though the quantity on hand is above the minimum level. This ensures that stock levels can be increased prior to promotions or anticipated demand.
This caters for raising a suggestion when the minimum stock level in the warehouse is greater than the demand. Further supplies can be raised outside of MRP until the maximum is reached, at which time a cancel action is raised (i.e. when the supply quantity exceeds the warehouse maximum for that stock code).
This feature is relevant to sites that are not licensed for the Inventory Optimization modules, but which are using warehouse order policies in MRP.
This rule can only be used if the Schedule jobs and purchase orders setup option is enabled (Setup Options > Configuration > Manufacturing > Requirements Planning) and when running the Requirements Calculation in legacy mode.
The management of users in SYSPRO Point of Sale has been enhanced so that administrators can disable operators no longer in use and exclude them from the Manage Users program.
Previously, the Manage Users program was unable to distinguish between these users, which compromised system speed when dealing with a large number of operators. Being able to remove inactive users from the Manage Users program improves the efficiency when configuring and maintaining operators in SYSPRO Point of Sale.
Administrators can define a user as Active within the Add/Edit User screen of the Manage Users program. A new Show all users option (disabled by default) enables administrators to either include or exclude the inactive operators from the listview.
The Active option is enabled by default for all existing users. If you then disable this option against a user, the operator won't be able to log into SYSPRO Point of Sale.
This only applies to SYSPRO Point of Sale when running in SYSPRO Web UI (Avanti) and doesn't apply when running in Silverlight.
The existing access control in SYSPRO Point of Sale has been extended within the Store > Manage Quotes and Store Management > Order Maintenance programs so that you can control operator access to creating and maintaining quotes for customers on hold.
The new Allow Quotes against Customers that has been placed 'On Hold' access control setting has been added to the Functionality column of the Access Control Setup program and is set as Deny by default. This enables administrators to define one of the following options:
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Deny - Prevents quote generation for customers on hold.
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Allow - Allows a customer to be selected for quote creation, regardless of their hold status and without user intervention.
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Allow (auth req) - Quotations for customers on hold only allowed when supervisor authorization is provided.
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Inherit all - The system checks higher up in the access control hierarchy to determine the function's access.
Once you've configured access control, the system allows quote generation, but blocks the quote from being converted to a sales order until the hold against the customer is released.
This only applies to SYSPRO Point of Sale when running in SYSPRO Web UI (Avanti) and doesn't apply when running in Silverlight.
HTTPS and HSTS security
SYSPRO Point of Sale compliance and security features when running in SYSPRO Web UI (Avanti) has been strengthened by being able to run the application using HTTPS, a more secure form of communication.
During the installation, maintenance or upgrading of SYSPRO Point of Sale via the SYSPRO Installer Application, you can now specify the communication method you want to use.
Owing to its inherent security benefits, HTTPS has become the default and preferred method for running SYSPRO Point of Sale.
SSO using Active Directory
SYSPRO Point of Sale now supports SSO using Active Directory capabilities when running in SYSPRO Web UI (Avanti).
SSO using Active Directory provides a simple to setup and robust method of using Microsoft Active Directory (AD) to control your users. Once configured, it enables a complete single sign-on experience as users are authenticated by Microsoft Windows and then simply use their email address to log into SYSPRO Web UI (Avanti).
It means that administrators can use Microsoft Active Directory (AD) to add, change, disable and delete operators virtually seamlessly. Any changes to user attributes automatically reflect against the operator without manual intervention.
Benefits
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Increased login security.
- Simplified login process for SYSPRO Point of Sale users.
- Convenient administration of users managed by Microsoft Active Directory (AD).
Requirements
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A registered certificate for the SYSPRO Point of Sale server is required to run SSO using Active Directory.
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A customer account must be registered with Azure B2C and configured with the correct redirect URL back to the specific SYSPRO Point of Sale instance.
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SYSPRO Point of Sale users must be configured with an email address for the system to identify the correct operator.
Setup
To enable SSO using Active Directory functionality in SYSPRO Point of Sale (when running in SYSPRO Web UI (Avanti)) add the following tags within the Web.config file located in the \inetpub\wwwroot\SYSPRO8POS_xxxx\SYSPROPOSAVANTI folder (where xxxx is your company code):
<add key="ida:IsB2Cauth" value="true" /><add key="ida:Tenant" value="yourcloud.onmicrosoft.com" />
<add key="ida:TenantId" value="yourUniqueTenantId" />
<add key="ida:ClientId" value=" yourUniqueClientId " />
<add key="ida:ClientSecret" value="YourClientSecret" />
<add key="ida:AadInstance" value="https://yourcloud.b2clogin.com/tfp/{0}/{1}" />
<add key="ida:RedirectUri" value="https://yourCompany.com/SYSPRO8POSAVANTI_EDU1/" />
<add key="ida:SignUpSignInPolicyId" value="b2c_1_susi" />
<add key="ida:EditProfilePolicyId" value="b2c_1_edit_profile" />
<add key="ida:ResetPasswordPolicyId" value="b2c_1_reset" />
This functionality doesn't apply when running SYSPRO Point of Sale in Silverlight.
The performance and responsiveness of SYSPRO Point of Sale when running in SYSPRO Web UI (Avanti) has been improved by speeding up the data binding process and subsequent display of modals and screens.
The SYSPRO Web UI (Avanti) framework has been enhanced to allow the file contents to be passed directly to SYSPRO Web UI (Avanti). Previously, when displaying data in a grid, screen or modal in SYSPRO Web UI (Avanti), the system speed was compromised by unnecessary disk usage.
The Missions and Tasks feature lets you create a work-to-list for queuing and moving inventory within a warehouse. This gives warehouse managers greater work allocation control and visibility.
A mission can be created for inventory putaway, sales order pick or cycle count transactions. Once missions and tasks are assigned to the employee or team they can be serviced using the Missions & Tasks application in SYSPRO Espresso (where operators can then view their tasks from a mobile device) or the WHM Review Mission Tasks program using the SYSPRO Desktop or SYSPRO Web UI (Avanti).
The system is updated in real time as the stock is allocated, physically moved and the task completed. Once all tasks are done, the mission can be completed.
Tariff codes can be selected at all sales order lines, regardless of the tax configuration defined at company level. Previously, this could only be done if the EC VAT system required setup option was enabled.
Pricing structures within SYSPRO have been simplified so that pricing methods can be created and maintained in one place.
Price groups can be linked to a customer, branch, customer class, geographic area or custom form. Pricing rules or lists are then set up per price group and governed by effective dates.
The enhanced Warehouse Bin Query program provides an easy way to create bin and warehouse transfers.
The bins within the warehouse can be selected from a tree structure. The bin content is displayed in a listview where you can select the ellipses at the Action column to create bin and warehouse transfers.
From there the Inventory Movements program is displayed where all relevant fields are pre-populated for ease of use. If the Enable for put-aways setup option is enabled, you can also create bin or warehouse put-aways.
Because the price of an item can change after a dispatch is created, a new setup option (Use sales order price on invoice) lets you choose to use the sales order price when consolidating dispatch notes for invoicing instead of defaulting to the original dispatch invoice price.
2021-R1
The Utilities panel lets you download all product files (including hotfixes) to your local SYSPRO Deployment folder.
The download process occurs in the background so you can continue using the SYSPRO Installer Application, or close the app and leave the download to continue overnight.
This is useful as it ensures that you have all the required installation files before proceeding with an install.
SYSPRO partners can also use this feature to download and copy product files to a storage device to save time when installing off-site (typically at a customer site with unstable internet connectivity).
The Utilities panel also lets you delete downloaded media files, such as product and hotfix files.
The Order Picking application has been added to SYSPRO Espresso. It lets operators remain on the shop floor to conduct order picking in a quicker and more efficient manner.
The SYSPRO Espresso application is equivalent to the Pick Maintenance program in the core SYSPRO product and lets you maintain order picks with the following functionality:
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Start, stop, complete and cancel a pick.
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Start, complete and cancel a pick line.
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Complete selected pick lines.
The Order Picking application uses the SO Pick Query business object to output pick line information and the SO Pick Status Change business object to post the updated pick details.
The existing access control in SYSPRO Point of Sale has been extended in the Manage Orders program so that you can control an operator's access to the Invoice function, regardless of the order's type or status.
Previously, this function was accessible except when working with deposit or suspended orders. You can now hide or disable the Invoice button by configuring your requirements within the Access Control Setup program (available from the Setup menu).
If you previously defined the <InvoiceOnlyButtonManageOrdersAlwaysDisabled> element in the SystemConfig.xml file to be TRUE, then you need to reconfigure the access to this button using the Access Control Setup program after updating to SYSPRO 8 2021 R1.
The search capability in SYSPRO Point of Sale has been extended to barcodes when searching for stock items.
In addition, when you use the Add/Edit Line screen of the Manage Orders program, you can now add stock items using a stock code, serial number or barcode (normal or integrated). Previously, this was only possible using stock codes.
You can also define your preferences as follows:
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Default filter options for the Manage Orders program can now be defined by barcode or serial number within the Search Defaults screens of the Branch Settings program.
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Default filter options for the Search program can now be defined by barcode within the Search Defaults screen of the Manage Users program.
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You can't use serial numbers when adding stock items to a quote.
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You can only use normal barcodes when searching for stock items, as integrated barcodes are not supported within the search.
To simplify the debugging process and reduce the persistence of files to the file system, SQL logging within SYSPRO Point of Sale is now recorded within the SQL database.
Previously, each query logged was output to a unique file on disk. From SYSPRO 8 2021 R1, it is now logged to the SQLQueryLogging database table to ensure that all information relevant to debugging is centralized and located at a single point for reference.
To simplify the fault-finding process when SQL Query Logging is enabled, SYSPRO Point of Sale and its SystemConfig.exe file have been altered to limit the logging of SQL queries executed, to functional queries only.
Previously, when SQL logging was enabled, multiple miscellaneous queries were logged which increased the size of the log file and made it difficult to identify queries.
From SYSPRO 8 2021 R1, a standard exclusions list is now included in the SystemConfig.exe file and allows for the exclusion of certain SQL queries by name. A new XML node <SQLQueryLoggingExclusions> has been implemented at parent level and the ChildNodes are named <QueryNameToExclude>.
Although you can add further queries to the list if required, the following SQL queries are now excluded by default:
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BranchSqlConnectionForBranchSelect
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OfflineService
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PoSTransactionListToProcessSelect
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SystemSettingsSelect
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UserSessionsCurrentUserStatusSelect
Each query included in the new exclusions list of the SystemConfig.exe file is not logged when the <OutputSqlQueries> element is set to TRUE.
The assigning of receipt numbers within the Account Payments program has been extended to the Account Payment Reallocations program.
From SYSPRO 8 2021 R1, receipt numbers are assigned (using the same numbering method as account payments) to both the reversal payment and new payment when you process an account payment reallocation in SYSPRO Point of Sale.
In addition, the receipts related to these transactions are now available to view, print or reprint within the Account Payment Query program.
To improve governance around account payment re-allocations, you can now enable supervisor authorization for these transactions by configuring the Allow Account Payment Reallocation option within the Branch Settings program.
The SYSPRO Web UI (Avanti) framework for SYSPRO Point of Sale has been enhanced to cater for providing data directly to SYSPRO Web UI (Avanti).
This removes the need to first save data to disk - improving the grid layout and data binding speed when running SYSPRO Point of Sale in SYSPRO Web UI (Avanti).
A new operator preference has been added to the Sales Order Entry and Sales Order Entry Express programs that lets you indicate that the back order quantity must be updated before the ship quantity when maintaining orders. Previously, the ship quantity was impacted first when you adjusted the order quantity of an existing order line.
The Adjust b/order when order qty changed preference is available from the Options tab of the Preferences pane and requires that the Automatically put order qty in b/order operator preference is also enabled.
When you decrease the order quantity, the back order quantity is decreased first, followed by the ship (or reserved) quantity, if there is not enough stock on back order to satisfy the change. Similarly, when you increase the order quantity for an existing line, the additional quantity goes into back order.
Intrastat reporting now includes freight and miscellaneous charges for dispatches as well as service charges on non-stocked lines for arrivals. This addresses the need for European countries to record and report on Intrastat transactions that occur when goods are purchased from or delivered to other countries within the EU.
Other enhancements include:
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Supplier invoice values can now be used to report on Intrastat arrival transactions (no longer Goods Received Notes).
-
The supplementary unit factor and method can be captured for sales orders and purchase orders to ensure recording of the actual quantity invoiced.
-
Goods for demonstration purposes and goods on consignment that are transported to a warehouse outside the supplier’s country are included.
Quick Sales, Counter Sales, Point of Sale and Credit Notes are not included in this enhancement.
2020-R2
SYSPRO Point of Sale capabilities have been extended so that customers can now process credits against all kit type items directly in SYSPRO Point of Sale (previously this would have to be performed manually in the core SYSPRO product).
Kit types can now be credited either from the original invoice, or manually in the Credit Note program (available from the Store menu) or Manage Credit Notes program (available from the Store Management menu).
Requirements:
- Default bins must be defined in SYSPRO for parent and component lines for the warehouse.
- The ShowKitComponentLines element in the SystemConfig.xml file must be enabled (i.e. its value must be defined as true).
Limitations:
- This doesn't apply to the Point of Sale, Manage Quotes and Exchanges programs (available from the Store menu).
- Lot, bin and serialized items in kits are not supported. Therefore, this does not apply if the Multiple bins option is enabled.
- Kit type F is not supported, so you cannot enable the Ship from default bin option in SYSPRO Point of Sale.
Kit optional components are always added in SYSPRO Point of Sale.
The print template design process in SYSPRO Point of Sale has been simplified to use SYSPRO Reporting Services to support custom documents. This replaces the previous printing designer (Stimulsoft).
SYSPRO Point of Sale lets you monitor, control and report on all petty cash transactions to improve governance at branch level.
Petty Cash Query
The new Petty Cash Query program (accessible from the Query menu) lets you query, review and reprint petty cash transactions. You can search petty cash transactions by branch, document number, or date range.
Petty Cash Transactions
The existing Petty Cash transaction screen improves traceability for petty cash transactions by including petty cash document numbers for all petty cash transaction types.
Petty Cash Report
The existing Petty Cash Report caters for petty cash document numbers, as well as a reprint capability.
To enable the printing of the new receipt numbers, you need to update the petty cash template with the latest default template or dictionary and add the field onto the existing report.
Branch Settings
New options were added to the Petty Cash tab of the Branch Settings program that let you define transaction limits for petty cash expenditure and receipts, as well as configure whether supervisor authorization is required when limits are exceeded. The options are disabled by default:
- Enforce Petty Cash Expenditure
- Petty Cash Expenditure Limit
- Enforce Petty Cash Receipt Limit
- Petty Cash Receipt Limit
The existing access control within SYSPRO Point of Sale lets administrators more closely control various aspects of supply chain transfer functionality to improve governance at store level.
The following functions within the Manage SCT's program can now be controlled at Branch, Role, User and Device level:
- Add Item
- Edit Item
- Add Other
- Delete Item
- Allocate B/O
- Release B/O
- Invoice SCT
- Cancel SCT
- Update Header
Access Control
The new Access Control program (available from the Setup menu) serves as the interface for all newly added or existing access control items that have been enhanced. It lets administrators define the following types of visibility and/or functionality where relevant:
-
Visibility
These options let administrators define what functions (i.e. controls) are visible to operators, by selecting one of the following permission levels:
- Collapsed: The function is hidden from the operator.
- Visible: The function is visible to the operator.
- Inherit: The system must check higher up in the access control hierarchy to determine the function’s visibility.
All current controls default to Visible, but any new controls added in future will default to Collapsed.
-
Functionality
These options let administrators define the functionality available to operators, by selecting one of the following permission types:
- Deny: The function is disabled.
- Allow: The function is enabled and requires no supervisor authorization to proceed.
- Allow (Auth req): The function is enabled but requires supervisor authorization to proceed.
- Inherit: The system must check higher up in the access control hierarchy to determine the function's accessibility.
All current controls default to Allow, but any new controls added in future will default to Deny.
The following programs in SYSPRO Point of Sale have been enhanced to assist operators to quickly identify stock availability and bin locations when adding a sales order or quote:
- Manage Orders (available from the Store Management menu)
- Point of Sale (available from the Store menu)
- Manage Quotes (available from the Store menu)
- Exchanges (available from the Store menu)
Administrators can now define an operator's visibility access (within the Access Control program) for the following display fields when adding sales orders or quotes:
- Quantity on hand
- Default bin
The Visibility permission for these functions defaults to Collapsed.
This increased visibility provides operators with vital information when they need it.
If you installed hotfix KB8050234 in the SYSPRO 8 2020 R1 release (which let you view these fields by defining the <QtyOnHandAndDefaultBinIsVisible> setting in the SystemConfig.xml file) then you will need to reconfigure the access to these fields using the new Access Control program.
Improved transaction tracking and governance has been included in SYSPRO Point of Sale by providing an audit trail of all data changes relating to transaction processing and printing. You can now monitor, control, and report on key functions (e.g. granting of discounts).
You can configure which audit trails you require in the new Audit Trail Setup tab of the System Settings program. The new audit trail reports (available from the new Audit Trails menu tab in SYSPRO Point of Sale) include:
Supervisor authorizations
Two new programs (Header Authorization Audit Trail and Detail Authorization Audit Trail) detail all occurrences where a supervisor authorization has been applied to a sales order or quote header change (e.g. tax override, credit notes, price margin, etc.).
Detail line deletions
A new Line Delete Audit Trail program details all occurrences where a line has been deleted from a quote or sales order.
Special Discounts
A new Price And Discount Audit Trail program details any change made to a price or discount on sales order or quote lines in the Point of Sale or Manage Quotes programs (available from the Store menu).
The report also indicates whether a supervisor authorization was applied, including the details that were applied.
Document Printing
A new Print Audit Trail program provides an audit trail of any printing or reprinting of sales invoices and quotes performed in SYSPRO Point of Sale.
Changes to Ship methods
A new Ship Method Audit Trail report provides an audit trail of any changes made to the ship method on quotes and sales orders in the Point of Sale or Manage Quotes programs (available from the Store menu).
The report also indicates whether a supervisor authorization was applied, including the details that were applied.
Tax Code Changes
A new Tax Code Audit Trail report details any changes made to tax codes on quotes and sales orders in the Point of Sale or Manage Quotes programs (available from the Store menu).
Considerations:
-
The EnableAuditTrailLogging element in the SystemConfig.xml file can be enabled or disabled per site.
-
The new audit trail database (SysproComp_POS_AuditTrails) contains the following new tables:
-
_SystemAuditTrailPrinting
This stores an audit trail of any prints performed.
-
_SystemAuditTrail
This stores audit trail-specific information.
-
Limitations:
- Supply Chain Transfers are not included in the audit trail reports as SYSPRO Point of Sale posts SCT-related information directly to SYSPRO in real time. However, you can access SCT information directly from the SorAdditions, SorChanges and SorCancelled tables.
- Transactional data is not replicated in the SYSPRO company database to offline branches.
Intrastat Triangulation occurs when three EU states are involved in a transaction, where one orders goods from a second while goods are sourced from a third.
- The state receiving goods records an Intrastat arrival.
- The state dispatching goods records an Intrastat dispatch (declaring the ordering state as a recipient).
- The intermediary or agent state records nothing for Intrastat purposes.
When a requisition, purchase order or sales order is created, the triangulation role of agent, supplier or customer is selected, as well as the dispatch and destination states. These details are specified at order line level for stocked and non-stocked goods, so they are used when creating dispatch notes, credit notes or reprint files, and when receipting in stock from inspection.
You can view and change tariffs on the Intrastat triangulation transactions using the Maintain Intrastat Dispatches and Maintain Intrastat Arrivals programs. Intrastat transaction values are reported in the EC Triangulation Transactions - Dispatch and EC Triangulation Transactions – Arrivals reports.
You can now automatically apply the discounts given on the original sales order when processing an exchange or cross shipment of an RMA.
When adding RMA cross shipment details, the discounts from the original invoice are displayed by default at header or line level, as per the original sales order. If the RMA is not linked to an invoice, the discounts set up against the customer are displayed by default. These can then be accepted or updated when generating the sales order for replacement goods.
When an item was returned, and the sales order is created for the replacement goods, the discounts from the original invoice are applied to sales order by default. The discounts can then be accepted or changed.
New eSignatures can be applied to RMA transactions to improve governance and control. These let you manage and secure the RMA process and cover adding and changing RMA's as well as adding, changing, receipting and crediting RMA lines.
2020-R1
This program lets you view the history of successful MFA authentications for the company.
SYSPRO automatically tracks each time an operator successfully authenticates themselves to SYSPRO through Multi-Factor Authentication and logs which authentication method is used. Its purpose is to assist system administrators in effectively managing system security.
The product recall process includes any traceable parent item that has been received into stock, ensuring it can be quickly and easily located in the supply chain. It means that lot and serial traceable items received through jobs, inventory movements, backflushing or purchase orders are included when selecting items you want to recall using the Product Recall Selections Review program.
The product recall process includes stock items that were manufactured, sold and delivered to the customer, as well as items that were receipted into stock and are still residing in the warehouse.
The Job Nesting feature has been extended to include manufacturing units of measure (MUM). This means you can use the stocking, alternate, manufacturing or other units of measure when issuing stock to the nested job.
-
WIP Nest Processing
The Unit of measure field was added to the Issue Materials pane. This lets you select the unit of measure when issuing materials to the job nest.
You can now capture and save dates against specific lots to manage the shelf life and expiration dates of traceable items. These dates include: Use by date, Sell by date, Internal expiry date, Manufacturing date, Dispatch date and Best before date.
In most cases, the additional lot date fields are hidden by default and must be selected using the Show Captions option from the context-sensitive menu.
- Purchase Order Receipts
- Purchase Order Inspection
- Shipment Receipt
- Bins, Lots & Serial Capture
- WIP Inspection Document Print
- Job Receipts
- WIP Inspection
- WIP Inspection Accept into Stock
- Job Receipts
- Factory Documentation Format
Access and maintenance of recorded dates are included in and controlled by the following eSignatures:
- WIP Stocked job receipts
- WIP Stocked job receipts e.net
- PO Apportion quantity receipt
- WIP Inspection (accept)
- WIP Inspection (accept) e.net
- Inv Receipt
- Inv Receipt e.net
The Hook-On-Line-Level Assembly custom integration for third party developers within SYSPRO Point of Sale has been enhanced to allow for operator input.
Third party developers now have access to an external assembly that enables a prompt for operator input while processing a sale, credit, exchange or quote in SYSPRO Point of Sale.
The following options are now available:
-
Notify operator of order changes
This sends a message to operators each time they perform an action that intercepted by the external assembly, notifying them that the transaction has been modified by the custom integration.
-
Allow operator override with authorization
This allows an operator to bypass the interception with supervisor authority, so that the transaction behaves as it normally would (i.e. the external assembly is not used).
This external assembly is stored within the C:\inetpub\wwwroot\SYSPRO8POS_EDU1\SYSPROPOS\ExternalAssemblies folder.
You can configure this within the Hook on Line Level Assembly tab of the General Settings program (available from the Setup > System Settings menu in SYSPRO Point of Sale).
The name of the external assembly (SysproPointOfSaleHookAtLineLevel.dll) is inserted and you can select the test option to confirm that SYSPRO Point of Sale can read the assembly.
The SYSPRO Point of Sale software suite is now completely available on the SYSPRO Web UI (Avanti) platform.
Benefits:
- Cloud-related functionality (e.g. web interface).
- Screen customization and full use of SYSPRO custom form fields.
- The availability of Point of Sale on Cloud type devices (e.g. tablets).
The SYSPRO Point of Sale architecture has been enhanced to enable you to create your own custom dashboards, based on your specific business needs.
These dashboards make use of SYSPRO's Business Insights technology and can provide key information regarding the sales and performance of a Point of Sale branch.
To create a dashboard, simply use the Visual Designer when designing your home screen in SYSPRO Web UI (Avanti). SYSPRO provides 2 samples which you can use to get you started.
Point of Sale branches can now set their own targets, over and above corporate budgets, to monitor their performance.
An example of what can be done using this new functionality, would be a sales dashboard:
Statistics regarding the intensity of a Point of Sale branch’s performance can be highlighted, down to hourly trading, enabling you to actively monitor and manage your sales.
Trends that can be highlighted include the following:
-
Sales Value
This indicates the net value of sales, after all discounts, and excluding any sales tax.
-
Footfall
This indicates the number of transactions (i.e. sales invoices generated).
SCT's and other non-revenue related inventory movements are excluded.
-
Average Purchase Value
This indicates the average value of sales to customers.
This is determined by dividing the Sales Value by the Footfall for a specified time period.
You can now define negative stock capacity at warehouse level for SYSPRO Point of Sale transactions.
Allowing negative stock for a specified warehouse utilized by a branch solves the problem of having a customer at the till with goods in hand, but the till operator not being able to process the sale due to the system showing no stock on hand.
This configuration is available on the Warehouse 2 tab of the Branch Settings program within SYSPRO Point of Sale. From here you can also indicate if a warning must be displayed when a transaction will cause a negative stock situation.
SYSPRO Point of Sale now supports the same level of password control as SYSPRO and provides the following capabilities:
- Automatically expire user passwords after a defined period of time.
- Enforce rules regarding the construction of a password to ensure greater security.
Therefore, when a user changes their password in SYSPRO Point of Sale for any reason, it will be validated against these setup options to ensure the password meets the minimum requirements.
This configuration is available on the Password Settings tab of the System Settings program in SYSPRO Point of Sale.
The management and governance of deposits at branch level has been improved with new trial balance and audit trail capabilities.
The Deposits Trial Balance produces a deposit payment trial balance of all unapplied deposit liabilities recorded in SYSPRO Point of Sale for improved governance:
-
All deposit values are listed by customer.
-
Information is derived from the ArInvoicePay table, and is subtotaled by customer.
-
The report is branch specific.
-
Zero value balances are excluded by default, with an option for inclusion.
-
The report defaults to the current system date, with an option to change the date to an earlier date. If you select an earlier date then the report excludes all entries subsequent to the selected date.
The Deposits Audit Trail provides an audit trail of deposits taken for sales orders in SYSPRO Point of Sale:
-
New deposits, deposit applications against sales and deposit refunds are identified separately.
-
All deposit transactions processed in SYSPRO Point of Sale are included, as recorded in the ArInvoicePay table.
-
The report is branch specific and provides for financial period and date range selections.
These new programs are both available from the Query program in SYSPRO Point of Sale.
SYSPRO Point of Sale governance regarding the management and control of account payments has been enhanced.
The system now retains a list of receipt numbers and allocates a unique document number for all account payments received and processed at a Point of Sale store.
This occurs for both online and offline processing to prevent duplicate receipt numbers when the system is back online.
This is particularly useful in an offline situation, as it enables you to instantly provide a customer with their proof of a payment.
In addition, the new Account Payments program (available from the Query menu) provides Point of Sale administrators a view of all account payment processing for their store. By default, access to this program is only assigned to the Admin role.
Things you can do in this program include:
- View an audit trail report of all account payments.
- Query account payments by your preferred selection criteria.
- Reprint an account payment.
This significantly improves the management of and governance over account payment transactions processed through SYSPRO Point of Sale.
This functionality does not apply to customer account payment re-allocations.
SYSPRO Point of Sale administrators can now control various aspects of supply chain transfer functionality at a more granular level, improving the governance and security over SCTs.
The new Access Control program (available from the Setup menu) includes the following capabilities at branch, role, user or device level:
-
Visibility
This pane enables you to define whether or not the option is available to the operator.
-
Functionality
This pane enables you to define an operator's access to various functions as follows:
- Denied
- Allowed without supervisor authorization
- Allowed with supervisor authorization
- Inherit access control according to hierarchy
You can therefore use this program to define the following abilities of a user for SCT transactions:
- Add item
- Edit item
- Add other
- Delete item
- Allocate back order
- Release back order
- Invoice SCT
- Cancel SCT
- Update header
Governance regarding the delivery of goods to customers has been improved, with new security in terms of a user's ability to change shipping methods in the Manage Orders and Manage Quotes programs of SYSPRO Point of Sale.
The new Access Control program (available from the Setup menu) enables you to define an operator's access to various functions (at branch, role, user or device level) as follows:
- Denied
- Allowed without supervisor authorization
- Allowed with supervisor authorization
- Inherit access control according to hierarchy
You can therefore use this program to define a users access rights for changing shipping methods on new or existing orders in SYSPRO Point of Sale.
The Request for Quote System feature has been enhanced:
-
Improvements to the governance of the RFQ process ensures that an RFQ can be sent directly to suppliers using the SYSPRO Supply Chain Portal. Once you end the RFQ, you can email it to suppliers, inviting them to submit a quote via the portal.
- You can use the Send Email program to configure the RFQ invitation email template that is sent to suppliers.
-
The Expiry date wording was changed to Closing date. The supplier can submit a quote on or before the closing date of the RFQ and a quote can only be accepted after the closing date.
-
The supplier cannot change the pricing unit of measure (i.e. the supplier must quote in the unit of measure provided).
-
Only requisitions of type Normal can be accepted for RFQs using the Requisition Entry program.
The Accept for RFQ tool is disabled if the requisition type is Issue or Transfer, as these are used for stock and/or warehouse management.
The Quick Quotes functionality has been enhanced to allow you to add the quick quote number field to the Quick Sales Order Entry program. This lets you search for quick quotes, as well as view the quick quote number on various sales order and printing programs once the quote has been converted.
The quote reference number is auto-generated according to the defined Quick quotes setup options (Setup Options > Keys > Distribution - Sales Management).
- SO Quotes
- Document Print
- Sales Order Entry
- Sales Order Query
- AR Branch Maintenance
- SO Document Formats
The Quick quote number field is hidden by default. You can reinstate it using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Simply select the field from the Sales Order Quote Header and drag it onto the pane.
The Order Picking feature has been extended to let you configure how you want to account for stock shortages in the warehouse. Stock shortfalls can be processed as stock adjustments using inventory journals, or missing stock can be transferred to a separate lost and found warehouse. When using a lost and found warehouse, you can offset shortages when stock is found during stock takes or cycle counts.
A sales order and order line that is in status R - Released to picking or P - In picking can't be invoiced, as the picking cycle hasn't been completed. Once picking is completed, the sales order status returns to 1 - Open order line for invoicing.
-
Warehouse Maintenance
The Accounting for shortages option lets you select whether you want to process stock shortfalls as an adjustment against the warehouse or place the missing stock items in a separate warehouse.
-
Sales Order Entry
When stock can't be picked because of shortages, the quantity on the sales order is not adjusted, as the stock quantity is placed in back order.
- Pick Maintenance
- Pick Review
-
Lost and Found Warehouse Review
This program lets you view and manage the stock items placed in a lost-and-found warehouse during order picking and cycle counting.
The Cycle Count feature has been extended to let you manage stock surpluses discovered during cycle counting. You can also capture cycle count information from within the Browse on Cycle Counts program.
-
Cycle Count Review and Confirm
You can review and transfer surplus stock by selecting the Review link in the Lost and Found warehouse/Increasing column. The selected stock will be transferred from the lost and found warehouse to the bin that was counted during cycle counting using the Lost and Found Warehouse Review program.
The Review link is only displayed if surplus stock was captured for the cycle count.
-
Browse on Cycle Counts
You can capture counted quantities by selecting the Action link at the Functions column and choosing Capture a cycle count. The Cycle Count Capture program is displayed.
-
Inventory Lost and Found Warehouse Query
This new business object lets you view all items in the lost and found warehouse.
This enhancement lets you view goods in transit information.
When the Goods in transit amendment journal setup option is enabled, amendment journals are created when GIT detail records are added or updated (Setup Options > Preferences > Distribution > Inventory). This occurs in a variety circumstances (e.g. processing a transfer in, creating or printing a transfer out, updating a transfer due date, etc).
The GTR Detail Amendment Journals program displays a list of amendment journals and the corresponding before and after values.
2019-R2
As an administrator, you no longer have to create and configure SQL logins for SYSPRO operators using Microsoft SQL Server Management Studio before capturing the SQL login and password details against the operator in SYSPRO.
This is now possible from within SYSPRO, with functionality added to the System Setup and Operator Maintenance programs. The process creates the following for a SYSPRO operator:
-
SQL login
-
SQL user
This is used to access the relevant databases with the required permission access enabled (i.e. DataReader and DataWriter).
The following capabilities were added to the SYSPRO Installer Application to improve and enhance the deployment functionality:
- Update SQL Server credentials
- Update deployment service credentials
- Run the deployment service as named user
- Rename a server/machine
- Install SYSPRO Additional Services
- Clone machine or deployment group
- Manage hotfix notifications
The following new capabilities have been added to SYSPRO's mobile platform:
You can add columns to customize the grid view of the Espresso Xpress Cart (e.g. to display the information you deem important). You can use the Espresso Application Builder program in the core SYSPRO product and the Espresso Xpress Cart in SYSPRO Espresso to customize the search to display these columns.
SYSPRO Espresso supports client certificates installed on devices to assist with validation at the time of logging in.
This adds additional security and prevents unauthorized devices from accessing SYSPRO Espresso.
The Forgot Password functionality (that lets operators reset their SYSPRO passwords without administrator assistance) is now available in SYSPRO Espresso.
The Include function has a new Product recall selection option that lets you include product recalls when archiving files.
A Product Recall Archive Details section has been added that lets you specify criteria according to which you want to archive product recall details. Options include:
Field | Description |
---|---|
Product recall archive |
Select this to include product recall data when archiving. |
Product recall archive number |
This indicates the archive file name that is generated. |
Product recall completed |
This indicates the cut-off date according to which you want completed product recall records to be archived. |
Product recall comment |
This lets you add a comment for archived product recalls. |
This is a new program that lets you print a detailed report of product recall information.
This is a new program that lets you print a summary report of the most essential product recall data.
The Recorded Dates feature lets you better manage the life-cycle of your products by enabling you to record several industry-specific dates against items.
The dates are captured and saved against specific lots, allowing you to manage the shelf life and expiration dates of your products. Dates include: use by date, sell by date, internal expiry date, manufacturing date, dispatch date and best before date.
The SYSPRO Point of Sale software suite is being converted to the SYSPRO Web UI (Avanti) platform.
Benefits:
- Cloud-related functionality (e.g. web interface).
- Screen customization and full use of SYSPRO custom form fields.
- The availability of Point of Sale on Cloud type devices (e.g. tablets).
A new dashboard provides key information regarding the sales and performance of a Point of Sale branch.
Benefits:
- Key statistics regarding the intensity of a Point of Sale branch's performance are highlighted.
- Point of Sale branches can set their own targets (over-and-above corporate budgets) to monitor their performance.
- Trends are highlighted for sales values, footfall and average purchase values.
SYSPRO Point of Sale now caters for kit type K in the Manage Orders program, demonstrating the products' awareness of grouped components that are typically purchased together.
Generally used for special offers, you can now process kits where the kit grouping or parent part is notational only and the components of the kit are separately detailed (pricing is at parent level).
The ability to remove optional items from a kit is also provided.
SYSPRO Point of Sale now caters for the partial crediting of a kit and you can process a credit for an item that was sold as part of a special offer, via a kit.
The Request for Quote System feature forms part of the procurement process and extends collaboration to your suppliers by automating the quote process and servicing of the RFQ by the supplier.
Suppliers are invited to bid or quote for stocked and non-stocked products. Once the potential supplier's quotation is received, it is either accepted (a purchase order can be created and submitted to the supplier) or rejected.
This feature is designed to be used with the SYSPRO Supply Chain Portal, which allows suppliers to submit their quotations online.
The Return to Supplier feature facilitates the return of goods or services to suppliers as a result of defects or other reasons for dissatisfaction.
It simplifies the process of returns and provides an efficient method of controlling items leaving site for returns or repairs. This ensures visibility and tracking of the item until the process is concluded.
Benefits:
-
Enables Quality Management
Enables quality management of raw materials or finished goods by facilitating seamless returns to suppliers when defects are identified.
-
Streamlines Workflows and Business Processes
Provides complete visibility of returned inventory throughout the returns process and improves the associated record keeping or document management. It provides the ability to return defective goods immediately - isolating and removing them from any process.
-
Helps Manage Inventory
Ensures that items to be returned to the supplier are removed from the available stock and held in a review area while the terms for return are negotiated. Non-stocked items can be added on-the-fly during the review process.
-
Facilitates Financial Control
Tracks variances between cost of item and credit received. Allows for the creation of a GRN which can be matched against a supplier's credit note, and a purchase order for expected replacement items.
The Cycle Count feature lets you perform partial stock counts at specific intervals without disrupting daily operations.
This feature is designed to be used with the SYSPRO Scheduler to allow for the planning and scheduling of specific cycle-counts for particular areas in the warehouse.
A mission can be generated from a cycle count to assign counting tasks to the warehouse operation, which can then be completed using the Espresso Missions & Tasks application. The system is updated real time as the stock is counted and the task completed.
The Benefits:
- Increased stock accuracy by continuously assessing your inventory.
- Limit the amount of disruption in your warehouse by shortening the time between your counting processes.
- Fewer stock write-offs by reducing inventory variances.
- Ongoing insight into inventory accuracy, resulting in better governance and timely adjustments.
- Convenient scheduling ahead of time.
You can now use the RMA Issues and Receipts program to consolidate credit notes when receiving returned stocked and non-stocked items.
Sales order lines from different invoices can be consolidated into a single credit note as long as the sales order headers have the same branch, area, salesperson and currency. Once created, the credit note can be allocated to a single invoice.
If you want to link each credit note to the corresponding invoice, you should rather create one per invoice instead of consolidating them.
You can also create a single consolidated credit note for returned merchandise without specifying invoice numbers. If you choose to consolidate them, all RMA lines without invoice numbers are grouped together.
The SO Consolidate RMA lines eSignature has been added to control access to the credit note consolidation functionality.
The Customer Complaints feature forms part of the Quality Management System. It provides a platform for customers to raise complaints and for the organization to investigate and take the necessary action to address these complaints.
Once a complaint is received and categorized, possible corrective and/or preventative action can be developed and implemented to ensure customer satisfaction is maintained.
2019-R1
The Recall Management feature caters for a request from a manufacturer to return a product after the discovery of safety issues or product defects that might endanger the consumer or put the organization at risk of legal action.
A product recall can be applied at warehouse, bin, stock code, lot or serial level (effectively placing them on hold) and may affect sales orders, jobs, parent parts and kits.
Phase 1 of this feature has been released and is focused towards the Food and Beverage industry (as well as similar industries like pharmaceuticals) where expiry dates are regulatory.
In order to properly manage the life-cycle of a product, there is often the requirement for a unique range of recorded dates that need to be attached to any product.
New functionality in the Lot Number Maintenance program enables industries to record a further range of dates, where previously Expiry Date was the critical date recorded.
- Sales Orders now allow for tax codes to be applied by line item.
- The Quotes search now includes the originating operator.
- The Customer Query now displays Contacts as recorded in Contact Management.
- The Take Payments program now allows operators to review payments before finalizing a transaction.
- A security option has been added to request operator validation before taking payment.
- The Inventory Query program now displays defined custom form fields against stock items.
Invoice numbers and Quotation numbers can now be recorded separately as Point of Sale transactions.
Benefits:
- Supports governance requirements for Sales Tax Reporting
- Ensures sequential POS invoice numbering
The Order Picking feature provides picking routines to improve order book fulfillment and the management of the pick processes. It is an extension of the multi-bin functionality that is currently available in SYSPRO.
A mission can be generated from a sales order pick in order to assign picking tasks to the warehouse operation. The picking tasks can be completed using the Espresso Order Picking or Missions & Tasks application. The system is updated real time as the stock is picked and the task completed.
Benefits:
- Better stock visibility by tracking items and locations.
- Improved fulfillment times for sales functions.
- Picking tailored to suit your business based on your requirements for batch, wave, or order picks.
- Standardized receiving, put-away, and picking processes.
- Batch transactions based on locality for improved efficiency of location visits.
- Reduced cycle times for larger orders using coordinated team picking.
- Work-to-lists provide clear visibility into resource demands by discipline, locality and date/time-based requirements.
2018-R2
This lets you reset your SYSPRO passwords without requiring the assistance of a system administrator (you're typically locked out of the system after exceeding a pre-defined number of login attempts allowed).
You can request a password reset from the SYSPRO login screen (select Forgot Password) and are then notified via email that a request for a password reset has been received and that the password has been reset. The email includes a temporary password which is valid for a specified time period. When next you log into SYSPRO using the temporary password, you'll need to enter a new password.
Benefits:
-
Password change email notification
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Login exceeded email notification
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Operator self-service reducing requirements for administrative resources
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Notification and logging for traceability
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Forgot password using new system-wide email settings
A new function in SYSPRO Espresso lets you use any camera-enabled device (e.g. smart phone) to scan barcodes on all fields where the scanning icon () is displayed.
SYSPRO Espresso lets users change their own password when logging in, reducing workload on system administrators.
This facility is available from the login screen, similarly to conventional SYSPRO.
2018-R1
The Espresso Xpress Cart provides manufacturers and distributors with an efficient, fast and simple-to-use mobile sales ordering app, extending the sales order experience directly to customers.
This is achieved using flexibility, efficiency, ease and speed of capturing orders online, mobility on the road and improved customer ordering experience.
The Espresso Application Builder program includes a script editor that lets you add scripting to an Espresso component. This allows you to build additional business logic into Espresso.
The Espresso Customer Workbench includes various customer components that lets you view customer data and add or update transactions within one application without having to leave the current application.
When maintaining a sales order in SYSPRO Espresso, the SYSPRO Espresso Sales Order Document Printing application lets you generate invoices, delivery notes and order acknowledgments.
When generating a document, the current status of the document and built-in business rules determine the type of document that can be generated and the document formats that can be selected. You can also reprint documents that have already been printed.
The Espresso SFDC (Shop Floor Data Collection) Workbench provides a mobile solution for capturing all production-related transactions directly from the shop floor.
It enables access to all job-related transactions and work-to-lists available to the shop floor via mobile devices.
Operators are directed to their work-to-lists, have insight into job specifications and are presented with a single point-of-entry for recording all their production progress.
Benefits:
- Reduce errors caused by manual data capture
- Eliminate shop floor paper
- Improve material accuracy and tracking
- Provide current production visibility for better decision-making support
The Job Nesting feature lets you combine several small jobs into one larger nested job process. This lets you view and select combinations of work orders that can be batched together into larger processes (e.g. you can nest multiple jobs using the same raw material or components).
The result is a reduction of waste and operational costs, optimized use of raw material and resources, and improved efficiencies.
Benefits:
- Group jobs requiring the same raw material (such as sheets) to a nested job. Optimize the raw material and labor usage against the nested job.
- Record actual raw material and labor usage against the nested job as well as results of the nest.
- Disburse material, labor and scrap against the original jobs on completion.
SYSPRO's Manufacturing Operations Management solution helps manufacturers measure performance in a drive towards world-class standard of operations for overall equipment effectiveness (OEE), total effective equipment performance (TEEP) and overall labor effectiveness (OLE).
It increases productivity and lowers costs by minimizing loss within the business. Operational efficiencies are optimized through better workflow of core manufacturing activities (e.g. schedule, publish, collect, track, analyze and improve).
It facilitates the connection of machines and other devices to digitize the factory (Industry 4.0) and gain competitive advantage.
Benefits:
- Deliver to customers faster.
- Control labor and machine costs.
- Reduce downtime and bottlenecks.
- Measure and improve product quality.
- Increase productivity and output.
- Reduce cost to compete.
Makes use of the latest technologies to provide intuitive mobile and browser-based UIs via Smartphones, PDAs, Tablets, Bar code scanners and PCs. Extensive online views make it easy for you and your team to gain visibility over any stage of the process, from any device.
Incorporates an advanced, finite capacity-based planning and scheduling (APS) system, allowing you to quickly and accurately schedule while minimizing downtime.
- Visual Planning Board - define your resources and their available capacity via the shifts that they operate. Create, optimize and share your production schedules online. Publish job lists to your resources for easy data collection.
- Dashboard - balance equipment utilization and order fulfillment to maximize factory output. View your most/least utilized resources, top orders by value and popular products by volume.
- Production Plan - view the agreed production plan. List and/or print shop packets. Review progress, including hours reported, quantities produced and issues logged to expedite and/or provide delivery information.
- Equipment Plan - review the impact of the production plan on your equipment. Drill down into each equipment card to view loading detail and expected daily output.
- Production Status - review open jobs to check their status. Use progress bars to gain visibility of hours booked, materials issued and overall progress at a glance. Drill down to view specific job details, including attached documents and production issues.
- Job Lists - view job and material lists by resource groups for today or this week designed for use with mobile and/or tablet devices.
- Production History - view activity history in relation to both open and closed jobs.
Incorporates shop floor data collection (SFDC) from your employees and equipment with options to automatically connect your machines in order to read data without manual inputs.
- Workbench - collect data in real time both on and off the shop floor from your employees or equipment using a stopwatch style of recording for accuracy. Data recorded here is used to support the calculations of overall labor effectiveness (OLE) and overall equipment effectiveness (OEE).
- Connect equipment - digitize your factory by collecting data from your machines and other devices automatically.
- Dashboard - high-level view of your orders, products, employees and equipment. Select specific employees and equipment to view status and performance for a selected time period.
- Employee status - at-a-glance live view of your employees… their current status, what they are working on, and how they are performing during their shift. Drill down into each employee card for a detailed view. Use status indicators to access their workbench to help with clocking and other management issues.
- Equipment status - at-a-glance live view of your equipment… the current status, what jobs they are running, and how they are performing during the shift. Drill down into each equipment card for a detailed view. Use status indicators to access the equipment workbench for management purposes.
- Job status - review open jobs to check their status. Use progress bars to gain visibility of hours booked, materials issued and overall progress at a glance. Drill down to view specific job details, including attached documents and productions issues.
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Transaction review - review (edit, delete, add) and/or approve all transactions generated via the workbench or entered from timesheets. Automate the scheduled posting of approved transactions to SYSPRO for financial analysis. Manual 'sync now' option also available. Export to payroll systems (optional).
- Equipment performance - detailed analysis of an individual equipment performance with supporting detail, including audit trails and a record of the issues encountered.
- Employee performance - detailed analysis of an individual employee performance with supporting detail, including audit trails, daily clocked-hours reconciliation and a record of the issues encountered.
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Management reports - analytics associated with employee availability (uptime/downtime) for management purposes. Includes daily clock-hours reconciliation and option to create custom management reports using pivot tables.
Allows you to connect machines measuring equipment and other devices. You can automatically connect with machines to read data without manual inputs.
Gain real time visibility of:
- Start/stop and downtime.
- Job assignment.
- Operation status (e.g. operation completed).
- Machine status (e.g. warming up; idle; running; down).
- Parts count (total, good and bad).
- Component count (total, good and bad).
- Performance issues (e.g. slow running; equipment wear; component jam).
- Custom values (e.g. temperature; pressure; spindle speed).
Provides out-of-the-box factory performance and loss analytics to allow your organization to drive to world-class standards for overall labor effectiveness (OLE), overall equipment effectiveness (OEE) and total effective equipment performance (TEEP).
Utilizes Six Big Loss analysis to identify, classify and quantify your loss, enabling you to determine counter measures to reduce them.
- Loss Management - dashboard realization of loss across your manufacturing operations with every loss identified, classified (Six Big Loss) and quantified to allow for countermeasures to be applied and continuous improvements to be made.
- Dashboard - factory-level analytics of your equipment showing both OEE and TEEP key performance indicators. Drill down to supporting metrics and measurement of Loading, Availability, Performance and Quality.
- Employee Analysis - detailed analysis of your employee performance. Filter by individual employees or analyze performance for a specific group of employees. Further analyze by date or diversion.
- Equipment Analysis - detailed analysis of your equipment performance. Filter by individual equipment or analyze performance for a specific group of equipment. Further analyze by date or diversion.
- Product Analysis - output and quality analysis for your products by employee and/or equipment.
- Loading - detailed analysis of the loading position of your resources with comparisons to last month and/or quarter to understand trends.
- Availability - detailed analysis of the availability of your employees or equipment with comparisons to last month and/or quarter to understand trends.
- Performance - detailed analysis of the performance of your employees or equipment with comparisons to last month and/or quarter to understand trends.
- Quality - detailed analysis of the quality output from your employees or equipment with comparisons to last month and/or quarter to understand trends.
Helps to drive Lean Six Sigma continuous improvement initiatives with management alerts, issue logging and workflow, online documents and more.
- Management Alerts - receive performance management alerts to improve efficiencies and prevent issues becoming problems.
- Messaging - send and view messages to and from the shop floor.
- Issue Workflow - view, assign and resolve custom and/or performance-related production issues.
- Paperless Shop - manage and maintain static attachments or online forms related to jobs, operations, employees, equipment. Add hyperlinks to videos and/or document management systems where audit trail or document versioning control is required.
- Anytime, Anywhere - access mission-critical information whenever and wherever you need it via tablet and/or mobile devices.
- Safe and Secure - sign-in authentication with full organizational control to restrict information that can be viewed by workgroup or individual.
- Quality Assured - the solution has been formed around IEC62264, the globally recognized standard for manufacturing operations management - providing the tools and analytics essential for effective manufacturing operations management to help you compete in today's market.
The Preferred Supplier feature lets you configure and manage sourcing policies for your stock codes.
A sourcing policy determines who is the preferred supplier of a stock item and helps a company stay competitive by ensuring that purchasing agreements and policies are upheld when creating requisitions and purchase orders.
A purchasing strategy benefits buyers and suppliers - suppliers have guaranteed sales, while buyers can negotiate favorable terms.
Benefits:
- Improved value-to-price relationship (i.e. achieve cost reductions while maintaining or improving quality and service).
- Understanding of category buying and management processes to identify improvement opportunities.
- Examination of supplier relationships across the entire organization.
- Leveraging the entire spend of the organization.
- Developing and implementing multi-year contracts with standardized terms and conditions across the organization.
- Sharing best practices across the organization.
The Bin to Serial Linkage feature lets you accurately determine where (from a bin perspective) serialized items reside in a warehouse.
This provides efficient traceability of stock serial tracking across warehousing functions. You can now find and use serials in a more timely manner, as any stock movement can be traced at bin level for serialized stock codes. You can also view the specific bin location of the serial when receipting, issuing or selling serialized items.
Benefits:
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Improve Traceability:
An improved method of tracking serials linked to bins provides for better visibility into serialized stock items in specific warehouses.
The Sales Order Release function lets you release large quantities of sales orders from suspense.
Improved Organizational Controls
2024
SYSPRO’s Electronic Funds Transfer module creates an XML file to facilitate the processing of electronic payments for Accounts Payable suppliers and user-defined Cash Book beneficiaries. The EFT NACHA Conversion extends this capability for customers in North America by including a specific payment file format that is required by the National Automated Clearing House Association (NACHA) to execute a mass payment batch.
We are introducing a platform to manage electronic invoicing in compliance with country-specific regulations as paper based and emailed PDF invoices no longer satisfy the compliance requirements of many tax authorities. This enhancement allows you to partner with specialist software providers or build customized integration to e-invoice platforms.
In SYSPRO 8 2024, you can enable the E-invoicing required setup option against all or selected customers to create an invoice in electronic format that can only be printed when the electronic invoice reaches a status that satisfies the requirements for printing as set by the specific country’s mandate, for example only when the e-invoice is set to complete.
We have increased the Dimension Analysis capability to include the remaining transaction programs within SYSPRO, which ensures that Dimension Analysis can be triggered from all transaction programs.
To increase flexibility and efficiency in the dispatch process, we added the option to dispatch whole orders only, thereby preventing partial dispatches. This option can be enabled per customer or per sales order.
We have updated the following programs in SYSPRO 8 2024:
We have updated the following business objects SYSPRO 8 2024:
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Dispatch note creation from Sales Order
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AR Customer Maintenance
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SO Sales Order Import
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SO Sales Order Import Validation
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SO Sales Order Query
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AR Customer Query
SYSPRO’s Dated Exchange Rates feature allows companies operating in global, multi-currency environments to capture buying and selling exchange rates for specific dates or date ranges. They can then use the effective dates from transactions to pick up dated exchange rates in Accounts Payable, Accounts Receivable and Cash Book Revaluations for translation into the local currency. This feature not only simplifies International Financial Reporting Standards (IFRS) compliance, but also allows users to easily translate foreign currency transactions with increased accuracy.
These additional date fields support manufacturers who need better control over raw material expiry dates. This enhancement ensures greater control, especially when issuing raw materials to work in progress.
The Job Start Date option This option specifies that the validation of the lot/serial expiry date is based on the job start date. A lot/serial that expires before the job start date can’t be issued to the job.
The Job Delivery Date option indicates that the lot/serial expiry date is calculated from the job delivery date and if the lot/serial expires before the job delivery date it would be considered expired and can’t be issued to the job.
The Transaction Date indicates that the date when the lot is issued to the job is used to validate the lot expiry. Therefore, if the expiry date is before the transaction date, the lot/serial is considered expired.
We have updated the following programs in SYSPRO 8 2024:
We have updated the following business objects in SYSPRO 8 2024:
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Inventory Stock Code Maintenance
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WIP Job Specific Issues
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Reserve Lots and Serials
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Inventory Query
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WIP Build Material Issue
We have changed the way the cost is determined for negative material issue transactions, where components from jobs are returned into stock. This change ensures that the newest FIFO bucket on file is used to determine the cost, if the user doesn't select a bucket.
This only applies to companies where the Costing method setup option is defined as FIFO (Setup Options > Configuration > Distribution > Inventory) or where the Costing per warehouse setup option is enabled and the Costing method within the warehouse is defined as FIFO (Warehouse Maintenance).
Stock take times have been optimized by locking the Stock Take Update screen, thereby preventing updates to criteria during processing. This enhancement eliminates recursive loops and expedites the stock take process.Read more...
SYSPRO has introduced eNet Runtime Operator Linked Licensing to enhance posting auditability, integration control, and prevent misuse.
This architectural change ensures that third-party software providers post as SYSPRO operators flagged for runtime posting. The key benefits of this feature include:
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Full Traceability:
Enforces traceability by operator code, ensuring that specific operator codes are used for all e.net access, including setup, maintenance transactions, and queries.
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Simplified Configuration:
Eases configuration between third-party software provider products and SYSPRO, as the operator code does not require checking the operator password. Additionally, operator password rules, including expiry, can be disregarded.
Users can now view their current balance and access the OneView Portal Credit Management page directly within the Consumption Based Licensing Log program to purchase more document credits with ease.
The following functionality has been added to the Consumption Based Licensing Log program:
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Current Balance field: View the number of credits currently available.
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Refresh the Current Credit Balance button: Refresh the Current Balance field.
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Top Up button: Open the OneView Portal Credit Management page to buy Document Services credits.
SYSPRO 2024 allows you to specify constraints on both the size and types of files that can be uploaded using the Multimedia Upload utility. The maximum size and allowed file types can be defined in Setup Options to prevent overloading the server and communication bandwidth, as well as prohibit uploading harmful file types.
Accounts Payable control records within the SYSPRO database architecture have been redesigned for greater scalability. This addresses the need to cater for the locking and, by extension, queuing of processes of the current control tables while a process retrieves and uses the next keys held in these tables.
Trade promotion control records within the SYSPRO database architecture have been redesigned for greater scalability. This addresses the need to cater for the locking and, by extension, queuing of processes of the current control tables while a process retrieves and uses the next keys held in these tables.
2023
SYSPRO has enhanced its capabilities to support seamless single sign-on using trusted identity providers to authenticate access to SYSPRO.
This feature addresses a significant challenge faced by larger organizations who need to manage multiple employees and credentials. You can now login to the SYSPRO Web UI (Avanti) or SYSPRO Desktop using one (or more) of the following identity providers:
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Google
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Microsoft
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LinkedIn
By leveraging your existing Microsoft, Google, or LinkedIn accounts, you'll experience enhanced security measures and a simplified user experience. Multi-Factor Authentication (MFA) will inherently become a part of your SSO solution, strengthening your security posture and the integration significantly reduces the administrative burden associated with managing user credentials and passwords.
Dimension Analysis was introduced in the previous release to allow a multi-dimensional detailed view of your financial data. This release sees the inclusion of the Assets sub module and an expanded list of business processes that can be linked to a dimension category. In addition, the range of programs that trigger the capturing of Dimension Analysis data has been increased to include the following:
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CB Permanent Entries Posting
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Cash Book Currency Variance
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AR Finance Charge Calculation
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AR Exchange Rate Revaluation
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AP Exchange Rate Revaluation
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Job Issues
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Job Receipts
Tax compliance for customers using the Avalara Tax Connector has been enhanced with the ability to configure advanced tax calculation rules in Avalara.
For example:
You can now configure rules for your HST calculations, where the customer's carrier collects the goods (instead of the goods being shipped to the customer).
A new Reference Code field is catered for within the Document Print program, which is mapped from the Alternate Key field of the Sales Order Header. This field is then passed to the Avalara Tax Connector integration program after the creation or maintenance of a sales order.
In addition, the new Filter by A/R Branch program gives you more control over which transactions are included in your tax calculations by allowing you to filter transactions by branch.
This enhancement provides increased accuracy and flexibility in calculating of tax, as well as improved control over which transactions are included in your company's tax integration calculations and subsequent submission to Avalara.
2022
Avalara tax connector users can now apply the master account's Avalara exemption certificate to determine tax for a sub account. This ensures flexibility in tax determination and aligns customers to local tax regulations.
For example:
If the master account has an exemption certificate for the state in which the sub account operates, US tax regulations allow for the sub accounts to apply the master account exemption certificate and for the transaction to be treated as non-taxable.
You can now also configure your tax connector to archive files submitted to Avalara or Vertex, and to retain an audit log of these transactions.
In order to support tax reporting globally and comply with regulatory requirements, the size of the Company tax number and the Tax registration number fields have been increased to 30 digits and the following fields were been added to the Digital Tax Tool and Consolidated Tax Return programs and the Tax Submission Query business object to provide insight into the tax status of cross-border sales transactions:
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Warehouse
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Description of warehouse
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Nationality of warehouse
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Description of warehouse nationality
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Tariff code
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Sales order
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Country or origin
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Nationality description
To improve performance and eliminate queuing and roll-backs when processing transactions, new database tables have been created whereby the Inventory, General Ledger, Accounts Receivable and Work in Progress modules obtain next journal numbers and save journal information.
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The General Ledger module uses the GenNextKeys, GenJournalRef and GenNextKeyAudit tables.
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The Inventory Control module uses the InvNextKeys and InvNextKeyAudit tables.
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The Accounts Receivable module uses the ArNextKeys and ArNextKeyAudit tables.
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The Work in Progress module uses the WipNextKeys and WipNextKeyAudit tables.
The NextKeys tables are used to:
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Obtain and store the next journal number.
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View the transaction status.
C in the Status column indicates that the transaction is complete or fully processed.
Blank in the Status column indicates that the transaction has failed.
The NextKeyAudit tables are used to:
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Write and update audit transactions.
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View failed transactions and justify missing journal numbers.
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Identify programs that cause failed transactions using the AllocatedByProgram and CalledFromProgram columns.
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View the date and time transactions were allocated and closed.
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View which operators posted the transactions.
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The lowest unprocessed journal number fields in the control accounts (used to find unprinted journals and unposted ledger integration records) have been removed, as these are only required in a C-ISAM environment.
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Although the data is moved to the NextKeys and NextKeyAudit tables, it will be retained in the relevant control files for duration of this release.
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The current control account tables only retain the month-to-date and year-to-date values.
SYSPRO's Group Payments feature now caters for centralized payments by an organization sharing customers or suppliers across multiple SYSPRO companies. This lets you apply a consolidated customer receipt or supplier payment across multiple customers or suppliers within a payment group.
Benefits include reduced administration through the processing of a single transaction for a consolidated customer receipt (or supplier payment) and the automatic generation of inter-company entries.
Simplifying the customer payment receipt process for multiple customer accounts adds value to the Cash Collection and Customer Credit Management cycle and also helps in producing consolidated AR Statements.
Consolidating payments to groups of suppliers across multiple companies within an enterprise adds value to the Procure-to-Pay business process and supports cash flow planning by providing a consolidated view on future cash requirements.
SYSPRO's Dimension Analysis feature extends the product's financial reporting capability by offering you a multi-dimensional detailed view of your financial data and allowing you to slice-and-dice data according to your requirements with minimal effort.
A standardized Chart of Accounts is used and you create dimensions for business segments or reporting categories. These dimensions can then be linked to a business process and appended to financial transactions and operational data. Data quality and consistency is enhanced as all ledger transactions originating from the same source are tagged against the same dimension category.
2021-R2
SYSPRO Web UI (Avanti) now supports SSO using Active Directory capabilities when using Microsoft Azure Active Directory B2C.
This provides a simple to setup and robust method of using Microsoft Active Directory (AD) to control your SYSPRO Web UI (Avanti) users.
Administrators can use Microsoft Active Directory (AD) to add, change, disable and delete operators virtually seamlessly and any changes to user attributes automatically reflect against the operator without manual intervention.
Once configured, it enables a complete single sign-on experience as operators are authenticated by Microsoft Windows via the Microsoft Azure Active Directory B2C login page configured for their organization. Operators can then use their email address to log into SYSPRO Web UI (Avanti) and engage as normal.
Benefits
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Increased login security
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Simplified login process for SYSPRO Web UI (Avanti) users
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Convenient administration of users managed by Microsoft Azure Active Directory B2C
Requirements
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A registered certificate for the SYSPRO Web UI (Avanti) server is required to run SSO using Active Directory.
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A customer account must be registered with Microsoft Azure Active Directory B2C and configured with the correct redirect URL back to the specific SYSPRO Web UI (Avanti) instance.
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The relevant tags within the Web.config file of the SYSPRO Avanti Web Service service must be updated accordingly.
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As AD users are mapped to SYSPRO operators, each operator's configured email address must match their registered email address within the Microsoft Azure Active Directory B2C portal.
The SYSPRO Cloud ERP team are responsible for enabling SSO using Active Directory for customers in a SYSPRO Cloud ERP environment.
The WIP Shift Patterns feature lets you establish schedules with different activities for work centers and machines within manufacturing and distribution facilities. Previously, you were restricted to allocating a full day for a specific activity.
Shift patterns can be defined at various levels (i.e. company, site, work center, production line, warehouse or machine) and a work day can have multiple shifts with different start and end times to accommodate shift requirements.
Allocating maintenance times ensures that machine time can't be booked for production time (i.e. avoids different activities coinciding at the same time on the same machine).
The Tax Connectors feature has been enhanced with the following improvements when using the Tax Connector - Avalara module:
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The filter options of the Tax Interface Setup program (which allow you to exclude certain states and countries from submission to Avalara) have been extended to filter submissions by product class.
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The process for manually importing tax rates into SYSPRO using the Tax Rates Import program has been enhanced by the addition of the following new standardized panes:
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Options - These options let you define import criteria.
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Details - This lets you view and edit specific details of the import file.
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Import Results - This displays a summary of the import results.
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You can now select specific Customers and Sales orders for which you want to run the report when you use the Tax Interface Error Log Print program to view and print any errors that may have occurred during the posting of transactions.
In addition, the following new columns have been added to the Tax Interface Error Log Print pane for ease of reference to information:
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Customer - This indicates the customer assigned to the transaction.
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Line type/Increasing - This indicates the status of the transaction.
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Transaction description - This indicates a detailed description of the error that occurred.
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The Exemption Certificates Setup program has been updated so that it is only accessible when the Tax Connector - Avalara module is licensed and installed.
2021-R1
The WIP by Branch feature (which initially introduced ledger integration for work in progress at branch level) has been extended to include separate control accounts at work center level - useful when jobs are in transit during the production process.
A job transfer feature has also been added to let you track the total costs of a job when transferring a job between operations. The job's total cost is transferred to the WIP branch ledger account of the next operation. The WIP branch defined for the work center is used when posting labor transactions.
If ledger Integration for WIP is by job classification within the WIP branch, then the ledger account for the job classification is used for the job master as well as labor and material allocations.
The SYSPRO 8 architecture has been re-engineered to cater for connecting to cloud-based tax calculation systems. This provides a more sophisticated tax capability that allows you to remain compliant when facing complex tax scenarios in your business.
The following tax connector modules are now available for SYSPRO Cloud ERP and SYSPRO 8 on-premise (both in SYSPRO Web UI (Avanti) and SYSPRO Desktop):
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Avalara Tax Connector
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Vertex Tax Connector
Once you obtain the appropriate licensing for these connected services and configure your preferred tax connector, you can establish a direct link between these platforms and SYSPRO using a prebuilt connection that allows for seamless interaction.
SYSPRO sends transaction data to Avalara or Vertex and receives the tax total in return, enabling the following capabilities:
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Calculate tax requirements.
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Record tax transactions in Avalara and Vertex.
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Use the tax transactions recorded in Avalara and Vertex for reporting purposes.
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Record invoices.
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Create, maintain and store Avalara tax exception certificates (only applicable to Avalara Tax Connector).
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Perform other tax-related functions.
Benefits include:
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Simplified sales and use tax processes for all US states and Canadian provinces (from tax determination on transactions to exemption certificate management and tax returns).
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Monthly updates to ensure constant application of current tax rates.
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Analysis capability by state, county and city.
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Enhanced VAT process efficiency (from indirect tax determination to reporting).
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Improved accuracy and reliability of tax calculations at the federal, state, and local levels in the US and Canada.
The following enhancements were introduced to the Digital Tax System for this release:
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You can now capture the VAT registration number and User tax reference field at company and branch level.
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The Digital Tax Tool program lets you design a template with your preferred input and output options while the new Browse on Digital Tax tool Template program lets you search and choose an existing template.
- The Consolidated Tax Return program lets you identify records that still require submission in the selected financial period, by displaying transactions that have been submitted, not submitted and not printed.
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The Tax Transaction by GL Allocation Account report includes the VAT registration number and User tax reference field.
- The Digital Tax Tool Status report displays the status of the tax return for the selected financial period.
- The VAT at a Glance program displays the month-to-date printed and unprinted VAT transactions for the current financial year.
The AP Group Payments feature simplifies the allocation of a single supplier remittance to multiple related suppliers, in a single transaction.
This avoids errors typically associated with the manual preparation of transactions related to secondary suppliers and improves the administrative time taken to process them.
Processing payments to suppliers across multiple SYSPRO companies is not yet available.
The AR Group Payments feature simplifies the allocation of a single payment from a customer to multiple related customers, in a single transaction.
This avoids the errors typically associated with the manual preparation of transactions related to secondary customers and improves the administrative time taken to process them.
Processing payment from customers across multiple SYSPRO companies is not yet available.
2020-R2
The WIP by Branch feature extends ledger integration options to include integration at branch level (only job classification was available before). This means that each branch and job classification can have separate WIP ledger control accounts. Previously, you could only define a single WIP control account and WIP variance account per company.
You can enable WIP branches for the following:
- Jobs
- WIP inspections
- Job numbering
- Job classification
The VAT reverse charges for tax submission feature lets you record VAT which would've been paid by a company if services were procured from within their EU state, but which were in fact procured from another EU state. It caters for VAT requirements in UK and EU countries that need to disclose reverse charges when submitting tax reports.
The notional tax transactions are accumulated and made available for subsequent reporting using the MTD 9-Box Tax Return report and the Digital Tax Tool.
To determine the reverse charge amounts, a notional invoice is raised with the same value as is reflected on the actual invoice. Tax is then calculated using local tax rates. A notional tax credit note is generated to contra and therefore cancel the notional invoice.
Changes on the MTD 9-Box Return:
- The notional tax value of the invoice is displayed in box 4 (VAT Reclaimed).
- The notional tax value on the credit note is added to box 1 (VAT Due).
- The effect on the Net VAT in box 5 is thus zero.
The notional invoice and tax credit notes are pro forma entries with implied costs and are not recorded against the supplier.
2020-R1
As data encryption technologies form a vital part of any security and privacy data compliance strategy, this feature lets administrators configure the connection between SYSPRO and Microsoft SQL Server using Transport Layer Security (TLS) to provide Data Encryption in Motion.
The feature assists with compliance to stringent privacy regulations and government acts, as it focuses on securing data from SYSPRO when using Microsoft SQL Server.
This describes a technique of configuring SYSPRO and Microsoft SQL Server so that all communication between the two is encrypted. Now data encryption can enabled from the client, instead of only controlling encryption within the Microsoft SQL Server instance.
The following data is encrypted when using this type of configuration:
- Initial connection information
- SQL statements issued
- Actual data passed to and from Microsoft SQL Server
The following two articles provide more detailed information:
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This document provides an overview of data encryption relating to SYSPRO and Microsoft SQL Server, detailing the two technologies known as Data Encryption at Rest (TDE) and Data Encryption in Motion (TLS).
It also provides benchmarking information to demonstrate the minimal overhead when using these encryption technologies.
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This document contains detailed technical information about how to configure SYSPRO, Microsoft SQL Server and your Windows Server operating system to use Data Encryption at Rest and Data Encryption in Motion technologies.
SYSPRO's suite of tax programs has been bolstered by functionality that lets you generate, print, reprint and submit a 9-box-grid UK VAT return.
Tax Return
This program lets you generate a report that consolidates sales tax information for ease of submitting tax returns to authorities.
The report is designed to meet the MTD tax requirement as set out by UK legislation.
The printing and reprinting option was enhanced to facilitate the following:
- Print unprinted transactions.
- Reprint all transactions.
- Reprint non-submitted transactions.
- Reprint and submit non-submitted transactions.
Tax Return Status
This program lets you generate a report displaying the total number of tax return transactions that haven't yet been printed; that have been printed but not submitted; and that have been printed and submitted according to the defined tax years and periods.
Because you now have a record of the status of tax return submissions, you can make informed decisions regarding the criteria for which you would like to generate the Tax Return report.
SYSPRO's Executive View includes two new customized panes:
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Tax Return Status (Summary)
This customized pane lets you view the total number of tax return transactions that have not yet been printed; printed but not submitted; and printed and submitted according to the defined tax years and periods.
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Tax Return Status (Detail)
This customized pane lets you view details of transactions that have not been printed and not submitted, for the range specified. Information such as Journal, Invoice Reference, Tax value and Status, could be required for query purposes.
As with the Summary view, you can view the total number of tax return transactions which have not been printed, submitted and not yet submitted.
These panes let you check the submission status without running the reports.
Accumulated tax amounts on deposits and withdrawals can now be defined by ledger code or by tax code (by selecting the GL code by tax code option at the Default tax code setup option (Setup Options > Tax > Cash Book).
You must define the ledger codes and descriptions per tax code, using the Tax Code Setup program.
When the deposit or withdrawal transaction is posted, the ledger codes and tax amounts can be viewed in the following programs:
- Tax Return
- Cash Book Journal
- Cash Book Tax Report
- Cash Book Print
The Tax on Settlement Discount feature lets you distribute the tax portion across multiple tax codes associated with the original invoice. This is controlled by the Determine tax based on invoice paid setup option.
All programs in the Accounts Receivable and Accounts Payable modules handle withholding tax and tax on settlement discount concurrently, depending on the configuration settings.
The following programs in the Accounts Payable module were enhanced to calculate the tax amounts per tax code:
- Payment Cycle Maintenance
- AP Release Invoices to Pay by Review
- AP Automatic Release of Invoices to Pay
- Execute AP Payment Run
- AP Manual Check Entry
SYSPRO's suite of tax programs has been bolstered by the addition of the Tax Transaction by GL Allocation Account report program.
This report lets you generate a tax return breakdown by ledger code, indicating those accounts to which tax-related transactions have been posted for electronic or manual submission to tax authorities.
It gives tax authorities extra assurance that returns have been accurately completed.
2019-R2
The SYSPRO Scheduler lets you schedule a pre-determined activity at a given time in the future and then send a trigger for that activity at the appropriate time.
A calendar view (similar to Microsoft Outlook) is accessible from programs that have been designed to use the SYSPRO Scheduler. This lets you view existing tasks that have been scheduled as well as create and maintain schedules using the Maintain Schedules program.
Features currently using the SYSPRO Scheduler:
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Cycle Count
This creates a cycle count schedule of stock counting policies.
Multi-Factor Authentication is a process that identifies a user by validating two or more authentication methods from independent credential categories. This ensures that a user is only granted access after successfully presenting two or more pieces of evidence to the authentication mechanism.
In SYSPRO, the traditional user name and password has been bolstered by the addition of Email and Google authentication to improve security during the login process.
- Email authentication sends an email to MFA-defined operators containing a Time-based One-time Password (TOTP) required as part of login verification.
- Google authentication uses an app to generate a QR code for first time user configuration and a Time-based One-time Password (TOTP) is required as part of the verification process for subsequent logins.
SSO using Active Directory in SYSPRO provides a simple to setup and robust method of using Microsoft Active Directory (AD) to control SYSPRO users.
Once configured, it enables a complete single sign-on experience as SYSPRO users are authenticated by Microsoft Windows and then simply use a shortcut to run SYSPRO without being prompted for a user name and password at the login screen.
It means that a SYSPRO site can use Microsoft Active Directory (AD) to add, change, disable and delete operators virtually seamlessly. Any changes to user attributes automatically reflect against the SYSPRO operator without manual intervention.
Benefits
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Increased security around SYSPRO logins (you can lock-down users and only allow them access to SYSPRO using their specific operator code).
- Convenient administration of SYSPRO operators managed by Microsoft Active Directory (AD).
- Simplified login process for SYSPRO operators.
This feature solves the issue of a SYSPRO administrator having to capture the same SMTP email options for each company in the system.
The Digital Tax System feature lets you generate tax returns for electronic and/or manual submissions. This is in response to tax authorities around the world increasingly requiring businesses to submit VAT and GST returns in an electronic format.
The feature also assists with tax queries and reconciling VAT entries from the transactions in the company’s general ledger.
The Detail Posting to Control Accounts feature lets you configure control account integration to General Ledger in detail. Previously, transactions to control accounts were consolidated and written to the ledger in summary, regardless of your integration level. The detail lines are now printed on distribution reports and can be viewed using the GL Query program as well as from within the relevant ledger journal maintenance program.
The detail integration to control accounts facility has been added to the following modules:
- Inventory Control
- GRN
- Trade Promotions
- Work in Progress
- Part Billings
- Labor Posting
The Tax on Settlement Discount enhancement enables all programs in the Accounts Receivable and Accounts Payable modules to handle withholding tax and tax on settlement discount at the same time.
The user interfaces of the programs weren't changed, only the calculation for tax on settlement discounts was adjusted and is now calculated according to the selected tax codes. The same tax codes (and therefore percentages) that were applied to the invoice lines are applied to the settlement discount.
The following setup options must be enabled to apply this feature:
Calculation for terms discount
(Setup Options > Preferences > Financials > Accounts Receivable)
- Determine tax based on invoice paid
- Include tax
- Credit and/or debit notes
- AR Payments and Adjustments
- AR Period End
- Cash Posting Worksheet
- AR Post Permanent Entries
- AR Finance Charge Calculation
- AR Initial Invoice Capture
- AR Currency Conversion
- AR Customer Code Conversion
- AR Collector Run Maintenance
- AR Post Dated Check Status
- AR Payment Run
- AR Credit Checking
- Master Sub-accounts
- AR Initial Invoice Capture
- AR Master/Sub Account Maintenance
- AR Invoice Posting
- AR Payment Run
- AR Payments Import
- Customers
- Cash Posting Worksheet
- Tax Return
- Document Print
- SO Counter Sales
- Customer-Supplier Contra
- Interface Import
- AR Payments and Adjustments business object
- Post Accounts Receivable Setup Options
- Query Accounts Receivable Setup Options
The AP payment cycle process is not affected by this change.
2019-R1
The Detail Posting to Control Accounts feature lets you configure control account integration to General Ledger in detail. Previously, transactions to control accounts were consolidated and written to the ledger in summary, regardless of your integration level. The detail lines are now printed on distribution reports and can be viewed using the GL Query program as well as from within the relevant ledger journal maintenance program.
The detail integration to control accounts facility has been added to the following modules:
- Accounts Receivable
- Accounts Payable
- Assets
- Cash Book
This program lets you balance SYSPRO sub modules to General Ledger, allowing you to detect discrepancies between them. These discrepancies can occur because of data corruption (e.g. power outage during posting) unposted journal entries or journals being edited before posting to General Ledger. It is important that you resolve discrepancies, as inaccurate financials will have a detrimental effect on your financial reporting and planning.
The Multi-currency Payments facility lets you make payments to a supplier and receive payments from a customer in a different currency. It lets you manage funds across various currencies and countries, reducing the risk of errors arising from manual calculations. It eliminates the need to process receipts and payments in alternate currencies and provides a complete audit trail of the transactions.
2018-R2
The SQL Health Dashboard provides SYSPRO Administrators and SQL Database Administrators a one-stop-shop for viewing and managing the system for high availability.
The dashboard displays information on both the system and company databases to assist in identifying potential problems, as well as enabling the repair of certain issues found within the databases.
The new AR Invoice Age and Terms business object lets you query customers' invoice details and age them according to the invoice terms code defined using the invoice ageing methods available for current period, previous period 1 or previous period 2.
The invoices can also be aged using the supplied aged date, the aged buckets held against the customer, or you can elect to ignore ageing.
Available invoice selections include zero current period invoices and zero retained invoices.
It also caters for credit control options such as credit status, highest invoice due, average number of days to pay and available discount due.
2018-R1
Supplementary Information: A tax reporting business object has been developed that produces a generic tax activity report in XML. This extract can be used in the creation of statutory tax reports.
Benefits:
- An export facility Tax Submission Query for your input/output tax submissions.
- You now can create your own tax reports using this feature.
- Functionality now exists to extract tax data (Sales Invoices, Purchase Invoices and Cash Book, etc.) based on your defined filters and date selections.
- A generic extract template is available that allows you to develop your own reports or import into other systems.
The Dunning System feature manages the generating and distributing of periodic reminders for unpaid invoices.
This helps streamline the credit management process and reduce the risk of incurring bad debts. Once configured, the process can be automated to routinely send out payment notifications.
A payment cycle can be completed without needing to first print a check remittance.
You can select from the following printing options within the Accounts Payable module:
- Print checks and remittance advices combined on pre-printed stationery
- Print checks and remittance advices separately on different stationery and/or printers
- Print only remittance advices
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Print nothing at all (useful for electronic payments as remittance advices are often not sent when paying via EFTs)
This functional enhancement provides for better visibility, control and management of variances associated with purchase price variances and exchange rates in the purchasing cycle and sales cycle.
Benefits:
- Better visibility of exchange rate variances allows for better control over variances during your purchasing and sales cycle.
All programs in the Accounts Receivable and Accounts Payable modules handle withholding tax and tax on settlement discount concurrently, depending on the configuration settings.
The following programs in the Accounts Receivable module were enhanced to ensure that both types of taxes can be used at the same time:
- AR Payments and Adjustments
- AR Bank Deposit Slip
- AR Payments Distribution Query
- Payment Cycle Maintenance
- AP Manual Check Entry
- AP Release Invoices to Pay by Review
The Re-establish Invoice pane has been updated to accommodate this change.
Supply Chain and Connected World
2024
We have expanded the Sales Pricing Engine capability by adding a Gross / Nett indicator that allows you to specify whether the price in the price list, invoice or quotation includes or excludes the discount.
SYSPRO’s Supply Chain Portal Administration Management feature provides a self-service model to enhance flexibility and usability by offering administrators access to the portal for configuring third-party user accounts, access and passwords.
This enhancement also allows you to configure customer and supplier-specific landing pages, determining what can be set against those operators.
The percentage discount on trade promotion calculations has been extended to accommodate five decimal places. This enhances sales management by providing greater flexibility and improved precision when you configure and calculate trade promotions using the Percentage calculation type in the Promotion Code program.
We have enhanced the Dispatch note creation from Sales Order business object to allow over dispatching of orders that are associated with trade promotions. This increases the flexibility of integrated dispatch processes and third-party systems and reduces the need to amend or generate new sales orders to dispatch remainders of stock.
We have updated the SO List of Sales Orders and the SO Back Order Release business objects to return all custom form fields held against the sales order header, thereby ensuring that third party integrators can easily gain access to the data from the SO Sales Order Query business object.
2023
The Sales Pricing Engine was introduced in a prior release to use price groups against which price rules, priorities and contracts could be configured.
This release sees the addition of functionality to compile and generate pricing catalogs for specific, or a range of customers, branches, and price lists. Once generated, catalogs can be published digitally, printed, or exported in XML format.
2022
The SYSPRO Supply Chain Portal has been enhanced to provide management capabilities to account managers enabling them to maintain which employees at their suppliers and customers have access to the portal. This includes the ability to define the dynamic landing page to determine the features and functionality available to each employee.
The ability to manage your own portal provides administrators and account managers (both Sales and Procurement alike) with an improved user experience, increased configuration flexibility, improved integration and effective portal access security. This leads to increased collaboration and visibility throughout the supply chain and portal users gain access only to those portions of the portal that they require.
In a multi-company environment, the supplier/customer no longer needs to have the same key in all companies from which they transact. SYSPRO Administrators can now link SYSPRO operators to a portal supplier or portal customer (per company) so that they can manage the specific customer and supplier accounts for access to the portal. In addition, account managers can now customize the individual applications availability within the dynamic landing page.
This feature increases the flexibility of sales order picking by letting you override allocations when items can't be located and to use alternate stock in the warehouse if available. This helps to eliminates bottlenecks and simplifies the picking process.
This typically targets situations where the picker is unable to locate the allocated stock (or stock with earlier expiry dates is found). Instead of having to return to the office, cancel the pick and reallocate, stock can be reallocated on the pick using either the SYSPRO Desktop or SYSPRO Espresso versions.
You activate the feature by switching on the Pick allocation override option against the warehouse.
Stock can be reallocated on the pick using either the Pick Maintenance program (SYSPRO Desktop) or the Order Picking and Missions & Tasks applications (SYSPRO Espresso).
Building on the simplified pricing structures implemented in previous releases, SYSPRO's Sales Pricing Engine feature is bolstered by a flexible pricing hierarchy that now lets you define priorities and contracts against price rules. Price rules with the highest priority take precedence over other price rules and override the best price. When a contract is linked to a price group, it becomes a price rule that is included in the pricing hierarchy.
In addition, a status (e.g. active, in review, on hold) can now be defined against a price list and further control is provided over price selection when stock is sold in different units of measure.
To ensure a smooth transition to the revised Sales Pricing Engine, the Price List Conversion program lets you convert existing price code configurations (e.g. existing stock code and price code combinations) into price lists.
2021-R2
Online web portals have become the connection point for organizations, and self-service that maximizes the efficiency of interactions is key to empowering users, having connected interactions across channels, and enabling successful organizations.
In keeping with this self-service trend, the SYSPRO Supply Chain Portal has evolved to provide SYSPRO sites with enhanced account management capabilities for end-customers and suppliers.
The following functional roles are currently available when using the portal:
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Request for quote (RFQ)
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Supplier Account Management (SAM)
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Customer Account Management (CAM)
These functional roles will be extended as the capabilities of the feature grows.
A SYSPRO company can provide its customers and suppliers with access to information relevant to their relationship and the transactions between them. This forms the basis of self-service access and reduces the administrative burden of sending and requesting specific information through other communication channels.
Benefits
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End-customers and suppliers have direct access to information relating to their account, including transaction details.
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End-customers and suppliers can download invoices, statements (Customer Account Management) and remittance advices (Supplier Account Management) in PDF format, as required.
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Self-service access improves the administrative response time to communicate customer or supplier-specific information.
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The average accounts receivable turnaround time is reduced for the SYSPRO company because of the immediate availability of information to the end-customer.
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The immediate availability of information to the supplier can reduce supplier lead times and increase opportunities to take advantage of any early settlement discounts offered by the supplier.
Security
The portal's security ensures that the correct access is given to each portal user and that your end-supplier or customer can't access any unauthorized information.
This is achieved by each portal user being linked to a specific supplier or customer account from the SYSPRO company and then linked to a functional portal role. When logging in, portal users are presented with a landing page determined by their functional role(s) and includes insights into the relevant information.
For example:
Customer Account Management functional roles includes insights such as credit standing, average days to pay, receivable days outstanding, outstanding balances, etc.
Supplier Account Management functional roles includes insights such as agreed invoice terms, value of goods ordered but not yet received, value of goods received but not yet invoiced, outstanding balances, etc.
Administrators can easily configure security access for each portal user by defining an operator as a portal user; configuring each portal role with the appropriate access; and assigning the correct functional roles to the portal operators.
2021-R1
In a server-side reporting environment, the SYSPRO Reporting Services infrastructure caters for using the operator's Office 365 account when sending emails. This provides visibility to the recipients of distributed reports by displaying the address of the operator who emailed the report.
This only applies if a valid Office 365 account is configured and enabled within the Personal Settings program (SYSPRO Ribbon bar > Home > Personal Settings) and the appropriate Email/SMTP settings for emailing via Office 365 are configured at company or system-wide level (depending on your setup options).
If the Use system-wide SMTP details company setup option is enabled (Setup Options > Company > General) then ensure that the correct Email/SMTP settings are configured against the system setup options (Setup Options > System Setup > Connectivity).
2020-R1
SYSPRO's portal architecture now caters for dedicated Portal supplier and Portal customer fields against each operator.
Previously, when a portal user logged into the SYSPRO Supply Chain Portal, the system used the Default supplier code entered in the E.net pane of the Operator Maintenance program as the supplier code.
The new Portal user fields are maintainable within the Options pane of the Operator Maintenance program.
The Portal customer field is currently not in use and will only become relevant with a later release of SYSPRO.
If you configured RFQ portal users prior to this change, the supplier codes are seamlessly migrated as part of the upgrade to the SYSPRO 8 2020 R1 release. No additional configuration is required.
2019-R2
The SYSPRO Supply Chain Portal allows users beyond a SYSPRO site to connect, interact and transact using the SYSPRO Web UI (Avanti) HTML5 user interface.
Adding Portal users to your SYSPRO configuration provides external user access to specific functionality (using a dedicated user interface and menu system) based on the portal features available.
Features currently available from the SYSPRO Supply Chain Portal:
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Request for Quote System:
This lets you collaborate with your suppliers by automating the quote process and enabling suppliers to action an RFQ.
2019-R1
The new Purchase Order Bulk Email functionality lets you email multiple purchase orders to corresponding suppliers in a single process.
Benefits:
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Improved purchasing efficiencies
-
Quicker processing time
2018-R2
2018-R1
The platform is embedded in the SYSPRO product and combines a number of technologies (e.g. Social Media, Collaboration, Machine Learning, Cognitive Services and Data Analytics) into one application:
Benefits:
- View your company's operating status 24/7
- Drive user collaboration with social ERP conversations
- Harness the power of machine learning on your data to achieve sentiment analysis on your transactions
- Simplify complex technologies and business processes
- Enable faster decision making
- Follow relevant information and have this surface automatically
- Enable integration of SYSPRO data onto a messaging platform
- Enable trend analysis in conversations
- Improve user experience with a familiar, easy-to-use social media-type user interface
- Encourage system usage across the entire organization
As with social media, Harmony users can follow, post and collaborate within the organization network using real-time information from the SYSPRO database. Using the data generated from these interactions, the system intelligently pushes pertinent information to the user using familiar interfaces.
This provides a more personalized working platform for users, allowing them to create their own profile, follow and track key data, take action and provide and share insights relevant to both internal and external stakeholders, all from a single view.
Harmony is a collaborative, user-friendly social platform at the core of ERP that gives users a familiar interface through which to interact with the SYSPRO ecosystem and conduct their daily business.
Data Sentiment enables a complete spectrum picture of customer opinion about your services or products for informed and strategic decision making. Visual ques (the equivalent of emoticons) help alert users by attaching sentiment to specific items.
Key notes attached to these items are detected to reveal the tone in terms of the state of an event, customer or component which tracks potential future issues regarding customer service and happiness before they arise.
Emoji | Sentiment |
---|---|
Very happy | |
Happy | |
Neutral | |
Unhappy | |
Very unhappy |
Most social media applications (like Twitter or LinkedIn) use intelligent machine learning algorithms to detect trends from the messages posted and then surfaces that information to the user according to relevance.
Similarly, 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 identifies transactions on the SYSPRO database, the key fields against which these transactions are being processed and then performs trend detection and aggregation on the data. It presents this information in chart form to 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 highlights critical information without you having to request it or consolidate reports across the different modules.
Information and Intelligence
2024
The quantum architecture capabilities have been enhanced to optimize the take-on and management of SYSPRO data. SYSPRO Master Data Take On Management capabilities simplify implementations and data population using the data sequence rules, intelligent data import templates and bulk update capabilities. These capabilities allow you to migrate and cleanse your data easily and efficiently in SYSPRO.
We include an updated engine that improves performance and responsiveness, enhances drill down capabilities and improves the rendering capabilities of dashboards hosted within SYSPRO web views.
We have further enhanced our offering to enable the deployment of new data connectors, and now provide support for additional databases. This ensures that SYSPRO businesses can create visuals, by linking data between SYSPRO and disparate systems databases, to provide a single analytical viewpoint.
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MemSQL
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Snowflake
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MySQL
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Oracle
The Stock Code Interchange feature has been made available in SYSPRO Web UI (Avanti) to provide increased flexibility when accessing stock codes by allowing you to select relevant stock codes based on cross references.
Stock code entry fields on gridviews and forms have been enhanced to include a Click for alternate keys button. Selecting this button displays a context-sensitive menu with the following options:
-
Alternate Key
-
Customer Interchange
-
Supplier Interchange
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Matching Stock Codes
-
Approved Manufacturers
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Remove This Selection
The Stock Code Interchange feature therefore offers you the ability to search against defined supplier, customer, alternate and approved manufacturing codes, and matching stock definitions. It provides increased efficiency when selecting and accessing stock codes.
We are adding a hyperlink within the Supplier Query program in the SYSPRO Web UI (Avanti) to let you view outstanding purchase orders for the selected supplier. To view these, you can select the Show hyperlink at the Outstanding Purchase Orders field, which launches the PO Browse on Purchase Orders program.
Operators can browse more efficiently with the Web UI Enhanced Browsing functionality. This enhancement includes filters, a Start At function, which allows operators to jump to specific key values, and introduces paging, which offers users the ability to skip through pages on returned results. The Web UI Enhanced Browsing functionality reduces the time taken to render listviews and spent scrolling to find the results you are looking for.
All charts displayed and accessible in the Desktop UI have been made available in the SYSPRO Web UI (Avanti). This addition allows users to view data visualizations within all SYSPRO Web UI (Avanti) applications.
We have added an Order by parameter to the data sorting functionality within the COM Generic Find business object so that the query can display the returned data in the relevant order (ascending or descending), rather than sorting the returned data manually.
You can also select the ascending or descending search order at the Order by column, which is displayed when selecting the hyperlink at the Order by fields option within the Search Configuration program.
This change ensures greater efficiency in searches and adhoc queries.
2023
enables the seamless blending of SYSPRO data with big data providers of cloud-based data stores.
This enhancement introduces the following additional data connectors:
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BigQuery
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Cloudera
-
Couchbase
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Hive
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MongoDB
-
Presto
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Amazon Redshift
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Amazon S3
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Spark SQL
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MemSQL
-
Snowflake
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MySQL
-
Oracle
Empowering organizations to use big-data and cloud-based data services (e.g. IoT data collection) and to leverage Embedded Analytics to blend and visualize processed data alongside SYSPRO data in one solution.
This offers organizations improved visualization capabilities for big data and access to cloud-based data sources. By allowing for the blending of data and visual analysis within key processes, you can improve decision-making supported by analysis, to drive a performance culture, and benefit from data-driven analytical capabilities.
The feature provides analytical dashboards and visualization capabilities that help you manage core aspects of a business' operations, without needing third-party business intelligence solutions.
Administrators can now activate or deactivate Embedded Analytics (regardless of the configuration status) by using the new Embedded Analytics enabled setup option (Setup Options > System Setup > Connectivity).
This is useful if you need to disable the module for any reason as it allows you to easily toggle your use of the feature.
has been enhanced to provide automated filtering for contextual analytics within SYSPRO, allowing you to filter dashboards based on a key field within a SYSPRO program.
By deploying dashboards that automatically filter based on the key field, you gain access to enhanced analytical capabilities, facilitating data-driven decision-making within the specific area of SYSPRO you are working in.
This advancement brings benefits to various stakeholders (including system integrators, business analysts, CIOs, and system administrators) who now have access to improved analytical tools that streamline workflows and enhance decision-making processes.
Manual filtering is no longer necessary; instead, you can harness the power of dynamic filters that adapt to the specific context within SYSPRO. This ultimately lets you embrace precision-driven analysis and experience unprecedented real-time decision-making.
has been enhanced to provide in-SYSPRO dashboard migration capabilities between SYSPRO instances. This reduces the complexity and errors associated with dashboard migration by eliminating manual processes and multiple steps involved in transferring dashboards, especially those with dependencies on Business Activity Queries.
The new Embedded Analytics Export and Embedded Analytics Import programs let you seamlessly export your dashboards from one SYSPRO instance to another.
In addition, template dashboard packs offer pre-configured analytics experiences within SYSPRO. These dashboards are fully interactive workspaces that cater to specific roles within your organization, providing insights into the various aspects of your business:
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Customer Analysis for Accounts Receivable
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Supplier Analysis for Accounts Payable
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Cashbook for Treasury Department
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Finance Manager
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General Ledger Analysis
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General Ledger Dimension Analysis
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System Utilization
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Job Status Board
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Production Capacity Board
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Production Throughput Analysis
-
Inventory Management Analysis
-
Inventory Management Operations
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Sales Analysis
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Sales Orderbook
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Supplier Performance
-
Supply Chain Analysis
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Supply Chain Operations
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WMS
Using the new migration capabilities, you can easily import the templates you require into all companies available within your SYSPRO environment.
The standard template dashboard packs (supplied by SYSPRO) are shipped with the product and stored within the \Base\Samples folder.
This enhanced dashboard migration capability provides improved administration efficiency, increased productivity and a simplified workflow, allowing you to focus on making informed decisions based on reliable data.
2022
The programs typically associated with business insight tiles in the SYSPRO Desktop version are now also available in the SYSPRO Web UI (Avanti) version. This ensures that tiles can be created, maintained, imported and exported using both versions.
The feature provides analytical dashboards and visualization capabilities that help you manage core aspects of the business’s operations, without needing third-party business intelligence solutions.
As well as supplying you with a business management system that acts as a system of insight, it also empowers SYSPRO users to easily create, customize and deploy dashboards and visualizations anywhere in SYSPRO.
lets you transform your current data into visualizations and dashboards, providing decision making analysis to business users and functional roles.
The ability to turn data into powerful, insight-driven experiences dramatically reduces operating costs and increases your visibility of operations. It provides improved decision making and accelerates your time-to-value (without requiring additional development resources or specialist skills).
SYSPRO's Application Designer feature is a suite within the SYSPRO core application that partners and customers can use to create new applications for the SYSPRO platform. These applications can in turn be used by end-users to further customize and personalize the application (e.g. add custom form fields, customized panes, etc.).
The Application Designer is designed to reduce the complexity of coding by providing a simple interface to the SYSPRO core functionality. It inherits and harnesses all SYSPRO's underlying security, enrichment and flexibility, and leverages the comprehensive library of SYSPRO business logic, UI controls and event handlers.
It lets developers extend the enterprise by creating newly-imagined solutions in both the SYSPRO Desktop and SYSPRO Web UI (Avanti) versions, saving cost and time in building out new SYSPRO platform solutions, as well as improving productivity and story-boarding.
SYSPRO OData now caters for access to SYSPRO-designed Business Activity Queries (i.e. SQL Database view objects prefixed with bq_). This extends your ability to retrieve data from a Business Activity Queries using the SYSPRO OData Connector.
You access Business Activity Queries directly from within the SYSPRO ODATA Connector endpoint. While the ODATA Connector URL conventions remain the same, the Business Activity Queries are now included in the list of SQL Objects to which you can connect or from which you can retrieve data.
The Business Activity Queries feature (released for the SYSPRO Desktop version in SYSPRO 8 2021 R2) is now available in the SYSPRO Web UI (Avanti) version. In addition, you can now export and import business activity queries in both versions.
The export and import functionality allows you to transfer your business activity queries to multiple SYSPRO instances without having to manually recreate them at each new site, or access SQL to create and manage custom data views.
This lets you develop and test your business activity queries in SYSPRO and then export them, for importing into your live production environment.
To provide a more responsive browser experience and improve the compatibility with third-party web-based solutions, the SYSPRO Desktop web browser capabilities have been enhanced to utilize the latest Microsoft Edge browser technologies. This allows for a rich and secure web browser experience within SYSPRO.
2021-R2
The SYSPRO Reporting Services architecture for printing and reporting (both client-side and server-side) has been upgraded to use SAP Crystal Reports 2020.
The advantages of this upgrade include:
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Faster installation time (depending on the hardware and software configuration).
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Reduced footprint on the reporting server installation (SAP Crystal Reports Server 2020 SP2 is 64-bit).
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Faster start-up time for the Java server when using client-side reporting.
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Improved performance when previewing, printing and archiving documents (depending on the environment and hardware configuration).
Our internal testing has indicated an average of 50% reduction in processing time.
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Quicker processing times when previewing reports and documents using the native XML driver.
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Increased scalability lets you process reports with larger XML (depending on the complexity of the XML structure).
The install and use of the SYSPRO Additional Reporting Software is dependent on your installed version of SYSPRO 8:
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Additional Reporting Software 2013 (i.e. SAP Crystal Reports 2013):
Applies to SYSPRO 8 2020 R1 and prior versions.
Due to SAP Crystal Reports 2013 having reached the end of its life cycle, the Additional Reporting Software 2013 is no longer available for new installations from January 2024.
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Additional Reporting Software 2016 (i.e. SAP Crystal Reports 2016):
Applies to SYSPRO 8 2020 R2, SYSPRO 8 2021 R1 and SYSPRO 8 2021 R2.
Due to SAP Crystal Reports 2016 having reached the end of its life cycle, the Additional Reporting Software 2016 is no longer available for new installations from January 2024.
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Additional Reporting Software 2020 (i.e. SAP Crystal Reports 2020):
Applies to SYSPRO 8 2021 R2 to SYSPRO 8 2023.
From January 2024, the Additional Reporting Software 2020 is the only SAP Crystal Reports version available for new installations.
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Additional Reporting Software 2020 SP4 (i.e. SAP Crystal Reports Server 2020 SP4 server-side and SAP Crystal Reports Server 2020 SP35 client-side):
Applies to SYSPRO 8 2023 and later versions.
This is only applicable within SYSPRO 8 2023 if Hotfix KB8100663 has been applied.
The SYSPRO OData feature lets you connect securely to SYSPRO data without direct SQL access and retrieve data for use by third-party applications. It is a future-proof technology that provides a RESTful API to the SYSPRO database and allows OData-compliant applications to query SYSPRO data in a standard and controlled manner.
Although it is available for both on-premise and cloud solutions, SYSPRO OData is the only mechanism available when applications need access to SYSPRO data in the SYSPRO Cloud ERP environment (the SYSPRO Cloud ERP platform doesn't allow direct database access by any application or personnel).
Accessibility
You can connect to the SYSPRO OData Service on an HTTPS endpoint and retrieve live data from the SYSPRO company and system-wide SQL databases (in that SYSPRO instance).
Security
SYSPRO OData is secured via a prerequisite SSL certificate on the endpoint. You can then use your predetermined SQL user credentials to access the underlying SYSPRO SQL table data.
For SYSPRO Cloud ERP, external access is then protected from attack and subject to intrusion detection.
Functionality
You can connect external third-party applications to the SYSPRO OData Service for analytics, reporting or triggering requirements. Scalability is supported by best practice guides.
Solution Use
A typical user would connect a product such as Microsoft Excel or Tablaeu to the SYSPRO OData solution, extract data for further analysis or presentation in a visualization tool, and set up schedules to refresh the data.
SYSPRO Business Activity Queries provides a low-code dataset creation tool based on business logic that solves custom dataset requirements across a number of areas of enterprise reporting in SYSPRO.
These include:
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Business insight tiles
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Crystal Sub Reports
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Artificial Intelligence and Machine Learning Dataset Inputs
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Business Intelligence Tools
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SYSPRO Report Writer (via the Data Dictionary)
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SYSPRO OData Custom Datasets
SYSPRO Business Activity Queries are SQL views that are created in the relevant company databases and (because they are defined in SYSPRO) are recognized as data sources. They provide a view into the business data commonly used during the typical business management process. The queries are built and secured in the core ERP system and then surfaced to users via their enterprise reporting and connectivity solutions.
Benefits:
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Reduced risk of inappropriate access to SYSPRO data.
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Increased flexibility of creating custom linked data, including custom form fields.
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SQL views no longer need to be created outside of SYSPRO (i.e. using a tool like Microsoft SQL Server Management Studio).
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Less reliance on custom SQL objects for data access (for both reporting and integrations).
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Reduced need for SQL knowledge in creating custom datasets.
The Insight Tile Definition program simplifies designing, verifying and deploying business insight tiles. New tiles are easily created with the revised program which supports regular text, line and bar chart tiles.
Existing and standard SYSPRO tiles can be copied and subsequently changed. The Insight Tile Definition program integrates with the new Business Activity Query Builder program to allow easy access to custom SQL views.
This functionality lets SYSPRO administrators import customized report templates into SYSPRO Reporting Services from any location (i.e. local disk or external hard drive). Previously, this involved a lengthy process of manually copying the relevant report templates in to a specific directory.
Customized report templates are created using the SAP Crystal Reports designer and imported into the SrsReporting table of the system-wide database.
2021-R1
The Tax totals for SRS sales order documentation feature (exclusive to SYSPRO Reporting Services) is designed to comply with the Canadian and US legislation that requires tax total amounts to be shown on sales order documentation. All calculations relating to order and line totals in Sales Order Entry and Point of Sale Entry are performed using a 3rd party tax system.
Totals you can add when using a 3rd party tax system include:
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Canadian GST and PST
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US State, County and City tax
This feature is available once you have enabled the Apply USA 3rd party tax in Sales Orders setup option (Setup Options > Tax > Sales and Use Tax).
2020-R2
Document printing in SYSPRO Web UI (Avanti) has been simplified with the addition of new format setup programs that let you view the SRS document options.
You can now define format templates for SRS document printing in SYSPRO Web UI (Avanti) :
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AP Check Format for SRS
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AR Permanent Entries Format for SRS
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AR Statement Format for SRS
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AR Discount Cr Dr Notes Format
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AR Dunning Letter Format for SRS
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Cash Book Remittance Format for SRS
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Inventory Document Format for SRS
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Purchase Order Format for SRS
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Inspection Document Format for SRS
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Quotation Document Format for SRS
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RMA Document Format for SRS
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SO Document Format for SRS
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Factory Documentation Format for SRS
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WIP Inspection Document Format for SRS
From SYSPRO 8 2020 R2, you'll be upgraded to use SAP Crystal Reports 2016 SP8 as the reporting technology for both server-side and client-side reporting. The upgrade is mandatory for server-side reporting and optional if you are using client-side reporting.
This means that when using server-side reporting, part of the upgrade process involves uninstalling SAP Crystal Reports 2013 from your server and installing the later SAP Crystal Reports 2016 SP8 version. You should be aware that the uninstall and install process can take a significant time because of the complexity of the Crystal Reports product (some customers have reported this taking 2 or more hours).
When using client-side reporting, your clients can remain on the existing Crystal Reports version and upgrade to SAP Crystal Reports 2016 SP8 later when required (i.e. they can continue to produce reports using the previous Crystal Reports version).
Server-side Reporting
SYSPRO Reporting Services for server-side reporting now uses the following from SYSPRO 8 2020 R2:
- SAP Crystal Reports Server 2016 SP8
- SAP BusinessObjects BI platform .NET SDK Redistributable 64bit 4.2 SP8
- SYSPRO 8 Reporting Host Service (64bit)
The SYSPRO Reporting Services upgrade is mandatory if you are using server-side reporting.
Please note that the upgrade process can take some time.
Client-side Reporting
The changes to SYSPRO Reporting Services for client-side reporting from SYSPRO 8 2020 R2 are as follows:
- The Report Designer has been upgraded to use SAP Crystal Reports 2016 SP 8.
- The new client runtime used is SAP BusinessObjects BI platform .NET SDK Redistributable 32bit 4.2 SP8.
- The updated SYSPRO 8 Reporting Components that are installed include the native xml driver and necessary Java runtime.
The SYSPRO Reporting Services upgrade is optional if you are using client-side reporting. Therefore, existing customers do not need to roll out the upgrade to all client machines at the same time.
2020-R1
The AI administrator program was expanded to include an importance gauge for AI projects.
The Feature importance graph (displayed below the Model information) displays a score for each SQL column in the AI project, indicating which data affects the predicted value the most.
This graph and a link to the corresponding data is also displayed when selecting an AI tile in SYSPRO Web UI (Avanti).
Existing trained projects must be retrained to recreate the compact model to include the feature importance.
The suite of GL Trial Balance programs now includes summary totals for the current financial period according to the defined GL accounts. This is displayed in the final page of the report in a Company totals - Summary for current period page.
This feature includes the following programs:
- GL Trial Balance
- GL Trial Balance for Excel
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GL Trial Balance by Group
This report also displays an account type breakdown at the end of each group defined for ledger codes (if you are generating the report for a current period or year-to-date).
2019-R2
There is a new Optimize print option available from within the Maintain SRS Document Templates program.
In a server-side environment, this option lets you print documents as soon as the data becomes available as well as archiving the documents at the same time.
Although this dual capability of printing and archiving applies to both single and batch modes, the performance benefit is more visible when printing in batch mode.
When you enable the Optimize print option and are batch printing in a server-side environment, the XML file that is generated for each batch is now only generated once, resulting in improved performance (i.e. a document can be sent to the print queue as soon as the data is extracted and the previous document has completed).
Using the Document Printing API architecture, this XML file is now generated from the core program instead of the applicable document printing program (e.g. AR Statement Print) and is then sent to the SYSPRO 8 Reporting Host Service to produce the document.
When you enable the Optimize print option and are printing in a server-side environment that requires document archiving, the process is now simplified by combining the process of printing and archiving (i.e. you don't need to split your archiving into multiple batches).
When you enable the Optimize print option, it applies only to the following document types:
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A/R Statement Print
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Purchase Orders – Foreign
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Purchase Orders – Local
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Quotation - Multiple Column
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Quotation - Multiple Line
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Quotation – Single
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Delivery note
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Dispatch note
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Invoice
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Order acknowledgment
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Factory Documentation
The Optimize print option is only applicable when the following grouping options for a document template are disabled:
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Spool multiple documents as a single job
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Group by email address
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Group by contact information
The Administration UI program within SYSPRO Web UI (Avanti) has been enhanced to allow you to :
- Activate a selected project that you require to be used for all predictions.
- De-activate active projects when they are not required.
- Delete a de-activated project that is no longer required.
The Administration UI program within SYSPRO Web UI (Avanti) has been enhanced to allow you to download and import projects (i.e. you can now download a selected project in the project tree list using the browser and import it at another site).
This is particularly helpful when a SYSPRO partner builds a project off-site as they can now easily import it to the customer's machine.
The provision of AI through the expansion of Business insights and state-based visualizations.
For regression models, AI tiles can now use gauges to display a predicted value, indicating whether it is positive or negative (tile type: MLGauge).
You can use the Insight Tile Definition program (core SYSPRO) to define a KPI for your tile. SYSPRO Web UI (Avanti) will use this KPI to render the AI tiles.
The following anomaly project samples have been added to the Administration UI program in SYSPRO Web UI (Avanti):
- Purchase Order Line Anomaly
- Sales Order Line Anomaly
Additional sample business scenarios are now available using predictive and exception machine learning and artificial intelligence:
- PO receipting process and scrap
- Predicted supplier performance
- LCT expected delivery
- Chance of a machine producing a fault
- Sales of stock codes by location
- Payment of invoices by customer
- Lost sales reason predicted
2019-R1
Configuring security and ensuring consistency across various operators is a complex process that typically involves a number of programs.
SYSPRO's Security Settings Dashboard program lets SYSPRO administrators query operator security settings within a single program.
Benefits:
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Query and view security information.
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Verify which operators have access (and how the access is configured) to various securable entities.
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View possible program conflicts.
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Amend security configuration in related programs via smart links.
2018-R2
Additional improvements have been made to the business insights feature:
- Simple and flexible warning and critical threshold definition.
- Color and/or Icon override when thresholds reached or exceeded.
- Operator, Role, Company and System-wide KPI definition.
- Definition provides single view of all KPIs.
Machine learning forms part of the SYSPRO Artificial Intelligence module. It uses specific algorithms and statistics to examine historical data. The program then uses the data patterns to reveal trends and predict future outcomes, benefiting management by presenting the big business picture.
Although these predictions require minimal human intervention, they rely heavily on the data quality and the attributes of the SQL statement. Reliable predictions will support business processes and improve decision making by learning from past experiences.
2018-R1
Business insight tiles (also called insight tiles or just tiles) are essentially SQL scripts displayed in a tile format within a SYSPRO web view. These tiles are context-driven and let you act instantly on events, facilitating informed business decisions and sound business behavior.
They are an individual employee performance management tool for all levels of engagement, providing an intuitive, real-time view of performance against KPIs, goals and targets.
The Insight Tile Definition program lets you create and deploy business insight tiles. You can define specific thresholds for targets or key performance indicators (KPIs) and highlight these values on business insight tiles.
KPIs on tiles can be used to highlight values approaching or exceeding pre-determined objectives or thresholds. This lets you proactively keep an eye on approaching targets. These targets could be a certain value, company-wide goal or a specific target agreed for a person or a role within the organization.
Tiles can be added to the main SYSPRO menu to surface company information (e.g. the total backorders for the company) or they can be added to specific programs and provide the key field as a context (e.g. the total backorders for a customer).
Additionally, when you click on a Business Insight tile, you can drill down to more detailed information displayed in a list view that derives its context from the specific tile measurement parameters.
You can also create administration insights (e.g. failed transactions, users logged in, etc).
Benefits:
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Accelerate turnaround time and drive throughput by streamlining the actions and activities that occur between one task and the next.
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Increase decision-making capability with increased visibility into operational performance of the company by individual and department across the entire operation to determine where you are successful and where you need to improve.
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Measure and improve performance by assigning standard, or tailoring specific, key performance indicators and metrics designed with the ability to immediately action work-to-lists - converting KPIs into meaningful improvement.
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Empower the workforce to meet goals and targets by assigning insights in an intuitive, self-explanatory, easy-to-use interface, aligned with critical business drivers and work-to-lists to be actioned
The Open Reporting API lets developers and external applications call SYSPRO to run and distribute documents directly in the external application.
Leveraging the SYSPRO Reporting Service Server infrastructure, developers can query the SYSPRO database and produce the required documents which are added to the print queue from where they can be viewed, executed and managed. Developers can access the document via the document queue for further automation (a destination code indicates the origin of the queue item).
Digital Business Platform
2024
We have incorporated the ability to add custom forms and custom panes into an application that was designed and developed using the Application Designer program. This adds flexibility when developing programs and supports our no code strategy.
We have enhanced the Application Designer program by providing developers with multiple methods to interact with SYSPRO. Developers can now process transactions via business objects or web services and use business objects for master data.
This promises a significant reduction in the amount of script code required to perform transaction processing tasks.
The SYSPRO Data Dictionary has been enhanced to support custom data. The new Merge User Defined Objects into Data Dictionary utility allows you to include custom data objects (i.e., forms, tables, columns and indexes) and register them in the SYSPRO Data Dictionary.
These new data dictionary definitions are supported by the Business Activity Query (BAQ) builder, which now also caters for longer custom object names and aliases (up to 30 characters).
In addition, the Data Model feature offers the following:
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All custom forms and user object definitions are included in newly created company databases, thereby keeping them in sync across companies and simplifying the company creation process.
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All generic data capabilities or business objects have equal access to both standard SYSPRO data and custom data.
To allow for increased flexibility when naming custom data objects and fields, as well as alias names within Business Activity Queries, the character limit has been increased to allow for 30-character names.
We have added two new configurable business objects for Electronic Signatures that are designed for seamless third-party integration with SYSPRO. The eSignature Transaction Setup was developed to set up and maintain eSignatures whereas the eSignature Transaction Query queries eSignature transactions.
We are introducing two new multimedia business objects. The Setup Multimedia Categories business object allows third party integrators to create and maintain multimedia categories using SYSPRO’S API, while the Query Multimedia Categories business object can be used to query multimedia categories. Both business objects ensure a seamless integration to SYSPRO using multimedia.
2023
The AP Invoice Automation feature centers on a form recognition solution (powered by Azure Cognitive Services) that enables the digitization of AP invoice data directly from physical forms, streamlining data entry and expediting the three-way invoice matching process.
SYSPRO data is extracted from invoices and automatically matched to existing information in the system. A key advantage is its integration with the holistic SYSPRO solution to offer a single point of communication, eliminating the need for disparate systems. License bundles of Document Services credits allow for the seamless integration and use within the three-way GRN matching solution.
2022
A responsive and limitless design canvas has been introduced to improve the customization and personalization features within the SYSPRO Web UI (Avanti) version. This enables you to design or personalize user applications without layout limitations.
In the SYSPRO Desktop version, this is equivalent to moving, positioning and resizing docking panes.
The SYSPRO Web UI (Avanti) architecture has been re-engineered to remove the column layout restriction and provide a more fluid and responsive design. This lets you position and resize your data objects without column layout style restrictions and allows you to personalize the layout of applications without needing to use the Visual Designer program.
The Visual Designer program now provides a fluid design surface without a column layout option/section.
In addition to being able to drag and move data objects on the design surface, you can now also resize them, even when they span sections.
The application view lets you personalize the layout of an application without having to use the Visual Designer program.
In addition to being able to drag and move data objects, you can now also resize them.
You can't remove or add data objects; you can only resize them or place them in different locations.
There is also now a clear differentiation of data objects as they will no longer blend into each other and are fixed in size. If the content is larger than the assigned space, automatic scroll-bars are displayed once you hover over the data object.
The ability to personalize a web view is controlled using the Avanti - Allow personalization of Webviews security activity (disallowed by default) and can be applied by operator (Operator Maintenance) or by role (Role Management).
You can also reset your user personalization using the Reset Layout option that is available from the Customize icon.
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To activate moving and resizing, hover over the data object or on the edges of the data object.
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You can't resize a data object from the top, as this area is used for moving it around the page (i.e. when the cursor turns into a hand).
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You can enable a lock icon to prevent further moving or resizing (the icon is displayed in orange when enabled and black when disabled).
2021-R2
To provide operators with the same customization experience across any machine (and in the event of a pod loss in a SYSPRO Cloud ERP environment) the following customization settings per operator are now retained in SQL within the SysSettings table of the system-wide database:
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System-wide personalization settings
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Recent Programs
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Favorites
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Other SYSPRO menu personalization
When an operator logs into SYSPRO and the Persist operator UI settings to SQL option is enabled, the system checks the SQL system database for any customized operator settings defined and returns these if found. If these settings are not found during the start-up process, the system checks the file system (\Base\Settings) and, if found, copies these to the SysSettings table and returns the settings to the SYSPRO instance.
Advantages of storing this data in the database include:
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Centralized access to all related data
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Simplified portability of data and backup strategy
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Improved performance
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Provision for enhanced scalability in future releases
To provide operators within defined roles with the same customization experience across any machine (and in the event of a pod loss in a SYSPRO Cloud ERP environment) the following role customizations are now retained in SQL within the system-wide database:
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Role customization files (e.g. \Settings\Role_xxx, stored in the SysRoles table)
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Role menu files (stored in the SysMenu table)
When operators within a defined role log into SYSPRO, the system checks the SysRoles and SysMenu tables for any customized role settings or menus defined and returns these if found. If these settings are not found during the start-up process, the system checks the file system (\Base\Settings) and, if found, copies these to the respective SQL database tables and returns the saved settings to the SYSPRO instance.
Advantages of having this data available from the database include:
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Centralized access to all related data
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Simplified portability of data and backup strategy
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Improved performance
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Provision for enhanced scalability in future releases
2020-R2
New power tailoring functionality in SYSPRO Web UI (Avanti) lets you customize the platform to suit your own personal requirements:
SYSPRO Web UI (Avanti) lets you customize applications (such as adding scripts to change the behavior of form fields or grid data) or extend the capabilities of any application to display more information, either from the SYSPRO database or from any external application.
All applications in SYSPRO Web UI (Avanti) or SYSPRO generally comprise grids, form fields, charts, notepads and toolbar buttons. You can also add user-defined customized panes to any application which can contain a grid, form or a number of other types of controls.
To customize aspects of the SYSPRO application in the core product, you would previously right-click on a form field, toolbar, grid column header or docking pane window title, which enabled you to access the VBScript Editor, add a customized pane or to generally access customization capabilities.
All customization capabilities in SYSPRO Web UI (Avanti) are controlled by a single program: Customize Application which you can access from the Settings icon in any application. The program is only available if the VBScript security option is enabled and are not logged in as a role.
The program provides the following capabilities:
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List views
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Add a custom column
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Edit a VBScript
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Apply conditional formatting
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Add or remove a grid column's visibility
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Remove a custom column
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Form fields
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Edit a script for a form or form field in the application
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Add or remove a field’s visibility in SYSPRO
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Remove a custom form field
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Toolbar buttons
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Edit a script for any toolbar button used in the application
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Custom form fields
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Create or modify a custom form field
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Add a custom form field to the application
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Add a field from an associated master table to a form
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Add a scripted field to a form
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Additional components
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Create your own customized pane or component
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Add a pre-built component to the application
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Customized panes
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Edit or remove any existing customized panes
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Reset the layout for the application
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Considerations:
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You can also access the Customize Application program with identical capabilities from the gear icon in core SYSPRO..
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In SYSPRO Web UI (Avanti), it is typically a two-stage process for a web view to be enhanced with new content or controls:
- Customize the application to add capabilities.
- Modify the web view using the Visual Designer to position the new controls or content.
Individual operators can define the following personal preferences in SYSPRO Web UI (Avanti) by selecting the Personal Settings option from the settings icon on the home page:
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Define the company date for all operators, or temporarily for the current run of SYSPRO Web UI (Avanti).
This is dependent on the operator having the correct security access.
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Reset the saved settings for window positions and grid layouts.
SYSPRO Web UI (Avanti) automatically saves window positions and changes to grid layouts by operator. However, you can now reset these to their default values using the links provided.
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Configure your own Office 365 credentials.
You can modify the contents of any SYSPRO Web UI (Avanti) grid by using the following capabilities:
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Conditional formatting
This lets apply formatting against any column in the grid based on simple rules.
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Custom columns
You can add columns to the grid based either on custom form fields or from master table data.
The custom columns that can be added are determined by the keys that are available in the grid columns.
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Column sum | Column average | Row count
You can select any numeric column to be either summed or averaged.
If you select to display a row count, this is then displayed in the grid footer for the first column in the grid.
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Edit a macro
You can create a script to execute against the grid for various events, such as when the grid is populated with content, or when a grid's contents are about to be submitted to the database.
You can add toolbar items to a web view using the Visual Designer.
Select the Add toolbar item option from the left or right-hand side of the Visual Designer to add items to the left or right-hand side of your web view.
Toolbar buttons correspond to their equivalent in the core SYSPRO product.
You can configure SYSPRO Web UI (Avanti) to automatically run a program when you log into the system. Open the browser URL and append a question mark, followed by startup parameters using the following syntax:
?StartupParameters=/prog=xxxxxx /link=y
where xxxxxx indicates the name of the program and y indicates the entry to be used in the program.
For example:
If you want to automatically launch the Customer Query program for customer 1 when opening SYSPRO Web UI (Avanti), your browser URL should reflect the following syntax:
?StartupParameters=/prog=ARSPEN /link=1
The login page is displayed first if you haven't enabled the Keep me signed in option on the login page. The program defined in the startup parameter is then launched once you are successfully authenticated.
You can now create a series of tasks (i.e. programs) in SYSPRO Web UI (Avanti) that can be executed sequentially by selecting the Task Automation workspace option from the settings icon on the home page.
For example:
You may want to create a month end procedure that must run a series of programs one after the other. This can be automated so that when you start to run the task group, all programs are automatically run one after the other until the group is complete.
A task item can run a program or report and can be scheduled to run on a certain day and, optionally, recur daily, weekly or monthly. Programs can also be automated so that they apply specific values to form fields.
When a task group has completed, the executed tasks are then displayed in the Task Messages grid.
Applications in SYSPRO Web UI (Avanti) are designed to display most information in a single page and, where appropriate, the use of pop-up windows enables additional information to be surfaced.
For example:
You can view Movements and Warehouse history lists as pop-ups in the Inventory Query program.
Lists such as these are displayed by default in pop-up windows that can be re-sized and repositioned in the browser. However, you can change this behavior using the Visual Designer to make these lists appear in the single page.
Some windows are displayed as modal, meaning that you can't click behind the window and that you must first complete the task within the current window before returning to the previous screen.
You can now move and re-size these modal windows as required. The position and size of the window is then automatically remembered so that it is repositioned to the same location when the window is displayed again.
Modal window positions for SYSPRO Web UI (Avanti) are saved on the application server in the text file \Settings\AVANTI\ModalWindowsAdditional_operator.txt.
The SYSPRO Avanti Software Development Kit lets developers create their own applications that connect to SYSPRO Web UI (Avanti).
A Microsoft Visual Studio extension (included in the SDK) provides templates for new projects (and controls used within those projects) together with a number of development productivity features. In addition, the extension allows for debugging of SYSPRO Web UI (Avanti) plugins and supports the creation of bespoke cards.
The SYSPRO Avanti Software Development Kit supports a variety of use cases, from basic customization and scripting in SYSPRO Web UI (Avanti), to entire embedded applications in the SYSPRO Web UI (Avanti) infrastructure.
You can still use VBScript customization for simple user interface customization and automation, but for more complex scenarios the SYSPRO Avanti Software Development Kit provides a powerful solution.
The benefits of this SDK over VBScript customization includes:
- Better performance.
- Full development environment of Microsoft Visual Studio with productivity extension.
- Intellisense and code completion.
- Live debugging of code with breakpoints.
- Access to the entire SYSPRO Web UI (Avanti) API.
Resources will be made available on the SYSPRO Learning Channel.
2020-R1
The usability of the SYSPRO Rules Engine has been extended to include the following actions within the Rules Administrator of SYSPRO Web UI (Avanti):
Action | Description |
---|---|
This action lets you send an email. |
|
Workflow Action |
This action lets you call into a SYSPRO Workflow Services operation. |
2019-R2
The SYSPRO Rules Engine helps you streamline your business processes by acting as a sophisticated if/then statement interpreter (i.e. rule translator).
A set of services monitor your SYSPRO transactions in real time and (once a specific set of rules is defined) they analyze and determine when something you're interested in happens. Your configured actions required by each rule are then processed accordingly.
Rules are applicable to all SYSPRO transactions, regardless of where they originate (e.g. SYSPRO Desktop, SYSPRO Web UI (Avanti), SYSPRO Espresso, etc.).
Benefits:
Incorporating rules that monitor your SYSPRO database log enable the following capabilities:
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Stay informed
Always be aware of what's happening in your business by configuring rules that inform you when specific transactions take place.
For example:
When a customer reaches their credit limit, SYSPRO can push a notification to SYSPRO Web UI (Avanti) and surface a SYSPRO Harmony beat.
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Automate processes
Automate actions that are required when particular events occur.
For example:
Track the history of a specific database column.
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Predict outcomes
Use predictions supplied by the SYSPRO 8 Machine Learning service within any part of a rule.
The SYSPRO Rules Engine automatically picks up any active AI Models focused on the same table as your target table, making these outputs available within your list of variables.
This lets you add conditions to a rule, as well as use prediction outcomes in your actions.
For example:
If the probability of a purchase order being late is higher than 80%, then push a SYSPRO Harmony beat that states 'There is an 87% change that order 000164 will be late'.
The Rules Administrator lets you create and maintain rules within SYSPRO Web UI (Avanti).
You can define the following parts for rules:
Part | Description |
---|---|
Target |
This indicates the table (and operation on the table) that should initiate a rule. |
Variables |
These are used to define or manipulate any values required in the Conditions or Actions. They include fixed values (e.g. strings, integers, dates) C# snippets and SQL retrieval. |
Conditions |
This is a set of conditional expressions that must be met before any actions are performed. To execute a specific action, conditions act as triggers that are initiated according to how the condition was configured. |
Actions |
Actions are executed when the rule conditions are met. |
You can now use predictions supplied by the SYSPRO 8 Machine Learning service within any part of a rule.
For example:
The SYSPRO 8 Rules Engine Service automatically picks up any active machine learning models focused on the same table as your target table, making these outputs available within your list of variables.
This lets you add conditions to a rule (e.g. if the probability of a purchase order being late is higher than 80%, then continue to the actions) as well as use conditions in your actions (e.g. a Harmony message could state: 'There is an 87% chance that order 000164 will be late').
A number of new actions can now be executed by the SYSPRO 8 Rules Engine Service:
Action | Description |
---|---|
Avanti Notifications |
These are messages sent to an operator in SYSPRO Web UI (Avanti). |
Espresso Notifications |
These are messages sent to an operator in SYSPRO Espresso. |
Delete Rule |
This deletes a rule after all its actions have executed (useful for once-off rules). |
Disable Rule |
This disables a rule after all its actions have executed. |
A number of sample rules have been added to the Rules Administrator:
Description |
Notifies an operator that a shipment might arrive more than 10 days late. |
Actions |
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Uses |
Sample Machine Learning model LctDaysLate. |
Description |
Notifies an operator if a new job will be Late or On time. |
Actions |
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Uses |
Sample Machine Learning model JobStatus. |
Description |
Notifies an operator when a new stock code is added to the inventory list. |
Actions |
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Description |
Notifies an operator when the actual material cost exceeds the expected material cost. |
Actions |
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Description |
Notifies an operator when a late invoice payment is predicted for a customer. |
Actions |
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Uses |
Sample Machine Learning model CustomerInvoicePayDays |
Description |
Notifies an operator why sales orders over a certain value might be returned. |
Actions |
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Uses |
Sample Machine Learning model LostSaleReason |
Description |
Predict supplier payments. |
Actions |
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Uses |
Sample Machine Learning model ApInvoicePayment. |
2018-R2
Workspaces are customizable dashboards in SYSPRO Web UI (Avanti) that supply user roles with everything they need to perform their tasks efficiently and effectively.
They are essentially web views for roles and can contain anything that can be designed in the Visual Designer (e.g. Business Insights, Program Tiles, Charts, Flow Graphs, Cards, Grids, Forms, and any customized panes associated with the role itself).
A workspace is a way of grouping tasks or processes together in a way that is meaningful or relevant for an individuals role (i.e. similar to a Favorites menu, except that it is defined at a role level).
Benefits:
- Users have access to a single, customizable and personalized workspace.
- A single dashboard provides a view of the activities, actions and events most relevant to the user.
The Avanti Flow Graph Designer lets you add flow graphs to programs as well as create custom flow graphs to streamline your daily activities. A flow graph typically contains programs, reports and tiles that form part of a business process that you can navigate by selecting the flow graph entities.
2018-R1
Web Views are self-contained HTML5 pages that can include Fields, Charts, Cards and Tiles.
They provide a complete picture on a single screen and have been designed to display the most important information in a manner that is intuitive and simple to use.
You can design and customize your own Web Views using the Visual Designer program. Once deployed, these Web Views can be viewed by pressing F11 in the program for which one was created.
SYSPRO ships template Web Views with the product, which are located in the \Base\Samples folder of your SYSPRO installation.
Technology Development
2023
SYSPRO's Predictive Search feature has been bolstered with the implementation of a standard third-party control (an auto complete widget) to perform the predictive search capabilities. This will increase performance and stability of the predictive search in the SYSPRO Web UI (Avanti).
The SYSPRO user interface now caters for a number of new theme options (i.e. light, blue and dark) that change the appearance of all aspects of the product and are available from the Customize icon on the Ribbon Bar.
These themes override all Personalize user interface color settings, including any Skin that has been applied. You can switch between these themes at any time in SYSPRO, or return to the default view.
Themes are automatically applied to SYSPRO controls, with the exception of .NET User Controls. To apply a themed background color to a User Control, you can call the GetSYSPROInfo method. The returned XML will include the following elements:
<ThemeColor Value="Blue"/>
<ThemeBackgroundColor Value="0xFEF9F7"/>
<ThemeForegroundColor Value="0x000000"/>
The Notepad control is the only SYSPRO control that doesn't apply a theme.
We introduced a document viewer into SYSPRO Web UI (Avanti) to increase efficiency and usability. The Web UI Document Viewer allows you to display (as well as easily print or download) embedded documents directly within SYSPRO Web UI (Avanti). This eliminates the need to first download reports or documents in order to view them or take any further actions outside of the web application.
SYSPRO has enhanced its capabilities to allow you to manually synchronize files and tables that may be corrupt. The Repair System Data utility runs various update facilities to refresh system information in Microsoft SQL Server. This is done by importing programs, eSignature transactions, activities and fields, as well as the data dictionary.
Benefits:
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An e.net license is not required to use this utility.
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Standard files and tables shipped with SYSPRO, as well as any custom programs and eSignature transactions, can be re-synchronized.
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Multiple items can be imported into the database at once.
2022
Increased Functionality
The SYSPRO Web UI (Avanti) architecture has been enhanced in various ways to ensure feature parity with the SYSPRO Desktop:
The grid infrastructure and handling of grid cell content within the SYSPRO Web UI (Avanti) has been improved in various ways, including:
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Rendering of grid cell content for complex data types has been enhanced.
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Editable grids no longer truncate decimal values.
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You can now re-use grids within the Payment Cycle Maintenance program for multiple postings (i.e. when releasing invoices for multiple suppliers) without having to close and re-open the program.
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You can now export grid content to Excel and PDF, even if the rest of the grid is disabled.
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The scroll position within grids is now restored after you interact with a row and update a grid.
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The following grid templates are now available within the SYSPRO Web UI (Avanti):
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Inline Address boxes with multiple lines (i.e. AddressPlain)
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Inline Charts (i.e. LineChart12)
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Inline Images
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Inline Thumbnails
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Inline Progress bars (i.e. ProgressBlue)
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The Customization Management program has been updated so that you can now export and/or import role customizations when using the SYSPRO Web UI (Avanti).
Enhanced Security and Compliance
From a security perspective, the entire infrastructure of the SYSPRO stack (i.e. SYSPRO Web UI (Avanti), SYSPRO Desktop, SYSPRO Services, etc.) was placed through complete system and software vulnerability audits, including penetration tests. And as a result, the security of SYSPRO 8 has been bolstered dramatically.
Some of the advancements in this area include:
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Complete HTTPS support within the SYSPRO Web UI (Avanti), SYSPRO Services and integration.
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No information is sent over clear text anymore. Where previously information was sent in the header, it is now sent in the request body allowing for full encryption of the message.
Improved User Efficiencies
Your control over search options has been improved by the new Show images in Predictive Search setup option (Setup Options > System Setup > System-Wide Personalization) which is enabled by default. This lets you disable (or enable) the display of key field images (e.g. stock code images) when using the Predictive Search functionality in the SYSPRO Web UI (Avanti).
If you don't require images to be displayed when using the search, then disabling this option can improve the Predictive Search performance when displaying your search results.
To improve the user entry experience, the SYSPRO Web UI (Avanti) platform has been enhanced to apply a MaxLength property to alphanumeric fields when binding data. This enables you to display data for certain widgets while the system takes the maximum length into consideration.
This MaxLength property determines the number of characters that can be used to display data within the SYSPRO Web UI (Avanti). It also controls the number of characters that can be entered for alphanumeric entry fields.
This property doesn’t change the existing Maximum Length defined against each key field within the SYSPRO Desktop.
For example:
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You have a branch description that is 15 characters long but the current length is defined as 10 characters.
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You then change the length of this field to be 20 characters within SYSPRO Desktop.
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The branch description is then displayed with all 15 characters when this branch information is next loaded.
You can define the Maximum Length of your fields within the SYSPRO Desktop via the Field Properties options, or via the relevant Presentation Length setup option.
The SYSPRO Web UI (Avanti) infrastructure has been enhanced to provide more flexible search capabilities:
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Improved handling of tabs on predictive search enabled fields.
Previously, when tabbing off a predictive search enabled field, you often had to tab twice to move to the next field. This is no longer the case, as tabs are now executed correctly on predictive search fields when nothing has been highlighted yet.
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Support for cross company browsing on forms and searching data across multiple companies.
For example:
You can now browse currency data across companies within the Intercompany Currency Cross Reference program.
To improve user input and validation, the SYSPRO Web UI (Avanti) infrastructure has been updated to allow the application of input masks (i.e. masked text characters) to any form field.
For example:
In the SYSPRO Desktop, you can define the mask input text to be applied to the Telephone form field within a certain program as:
(_0_0_0) - _0_0_0_0_0
The characters _0 indicate that this must be entered as a numeric digit.
Therefore, your configuration of these input masks is now retrieved from the SYSPRO Desktop and applied accordingly within the SYSPRO Web UI (Avanti).
The infrastructure behind the Customer Query program has been updated to support the Show Statements function within the SYSPRO Web UI (Avanti). This means that you can now view your AR statements in HTML, as well as download and print them, directly from the Customer Query program when using the SYSPRO Web UI (Avanti).
The scalability and performance of the SYSPRO Web UI (Avanti) offering has been bolstered by the release of the SYSPRO Application Gateway service that, together with Microsoft Windows containers, allows a much larger number of users to run on a single application server.
The SYSPRO 8 architecture supports a system environment variable on the SYSPRO Application server that is designed to improve reliability over an extended period.
This resolves connectivity issues, improves performance for SYSPRO 8 sites with hundreds of concurrent users running SYSPRO 8 in a client-server environment, and removes the need to periodically reboot your Application server.
As part of the SYSPRO 8 journey to reduce files being persisted to the file system, you can now store your customized VBScripts (usually stored in the \Work\VBScripts folder) within the SysSettings table of the system-wide database.
You'll need to enable the Persist operator UI settings to SQL setup option (Setup Options > System Setup > System-Wide Personalization) to cater for this relocation.
This ensures that customization can be retrieved seamlessly in the event of a system crash, or loss of data on the file system, or a pod loss in a SYSPRO Cloud ERP environment.
You may notice an increase in the size of your database once you update to SYSPRO 8 2022; the increase in size being proportional to the size of the data being migrated from the file system.
Advantages of moving this data from the file system to the database includes:
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Centralized access to all related data
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Reduction of file system usage and maintenance
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Simplified portability of data and backup strategy
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Improved performance
System administrators can now configure and manage the folder used to store SYSPRO temporary files.
Selected SYSPRO applications make use of temporary files that are created to store information temporarily - either for a program's temporary use, to transfer information from one program to another, or for transfer to a permanent file or database storage once complete.
2021-R2
The SYSPRO Advanced Browse feature consolidates SYSPRO's traditional browse look-ups into a single program, making it easier to administer and customize. The traditional browse look-up programs are typically accessed from the browse icon, or by pressing F9.
From SYSPRO 8 2021 R2, all new programs that require browses default to using the new advanced browse facility which is available for valid key fields on a toolbar, grid or form.
For the traditional browse look-up programs (accessed from the browse icon, or by pressing F9) you will need to enable the Enable advanced browse option (Setup Options > System Setup > System-Wide Personalization) to take advantage of the new advanced browse features.
The architecture of the Electronic Signatures system has been re-engineered to simplify and enhance the user experience of configuring eSignatures in SYSPRO Web UI (Avanti).
The functionality of the legacy eSignature Setup program has been split into the following new programs (which are accessible both within the SYSPRO Desktop and SYSPRO Web UI (Avanti)):
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Electronic Signature Configuration Setup
This program lets you enable the Electronic Signatures system and create or maintain your eSignature configuration levels and their associated access control.
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Electronic Signature Transaction Setup
This program lets you configure specific transaction conditions against your eSignature configuration levels.
This assists system administrators who prefer to manage their administrative tasks in SYSPRO Web UI (Avanti), as they can now configure the Electronic Signatures system using the web UI.
In addition, new import and export functionality has been introduced within the Electronic Signature Configuration Setup program that lets you import and export your eSignature configuration levels from one environment to another.
The eSignature Setup program is still accessible via the Ctrl+R command and is fully functional in the SYSPRO core product, however this will be rendered obsolete with a later release of SYSPRO 8.
The GL XML Report Viewer program is available in SYSPRO Web UI (Avanti) from the GL Financial Reporting option of the Financial Reporting menu.
This lets you process GL financial reports based on a specific report code and allows for GL reports that have been designed for the XML Viewer to be rendered in the SYSPRO Web UI (Avanti) and previewed in PDF format.
Other capabilities include:
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Financial figures within the report include hyperlinks that let you drill down to the applicable account.
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The Account Transactions listview lets you query a GL code, post to the applicable account and drill down to transaction level.
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The Transactions listview allows you to view journal information and execute the following Zoom functions for a specific source against the journal:
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General ledger
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AP Expense Journal
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AP Expense Journal
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A/R Cash Posting Journal
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A/R Invoice Detail
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Inventory Journal
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GRN Journal
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WIP Labor Journal
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WIP Part Billing
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