Organization Search

This program lets you view information about the organizations that you engage with as a business.

Exploring

Things you can do in this program include:

  • View and maintain organization details.

  • View contacts associated with an organization.

  • Create new contacts for an organization.

  • Convert an account to a customer or supplier.

This program is accessed from the Program List of the Syspro menu:

  • Program List > Contact Management

Organizations are used to group or categorize your accounts, customers, and suppliers.

You can assign a structure (or hierarchy) to the organizations in your lists to provide an understanding of the company, groups, divisions, etc. This does not affect any financial processes within SYSPRO.

You can create and maintain organization lists using the Organization Lists program.

Accounts in the Contact Management System let you manage your contacts, such as customers and suppliers (existing or potential), leads, colleagues or any other internal or external contact person.

Contacts assigned to prospective accounts can later be converted into customers and suppliers.

Starting

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

Solving

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Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This lets you indicate a combination of characters or words (optionally including wildcard characters) of the item you want to search.

This clears the listview.

This filters the search results displayed in the listview according to organization types or a preferred list:

  • All Organizations

  • Accounts Only

  • Customers Only

  • Suppliers Only

  • Organization List (this launches the Organization Lists program).

  • My Favorite List

This lets you to save the search criteria currently displayed in the listview as a predefined list. Once you have created a list, you can select it using the Select List function.

This lets you select the predefined organization list that you want to view using the Organization Lists program.

This lets you define the organization list that is currently displayed as your favorite organization list. Once you have created a favorite list, you can select it using the Select List function.

This uses the Contact Query Preferences program to let you configure various preferences for the following programs:

  • Organization Search

  • Contact Management Query

  • My Organization Query

These preferences range from the layout of the views and the level of detail, to the filter and search criteria for the information you would like to display.

In the Syspro Desktop version, you can access the Preferences pane from the Options menu or by selecting the Setup Custom Filter button. In Syspro Web UI (Avanti) you can select the Preferences icon.

This listview includes accounts, customers and suppliers. You may need to expand the groups on the left to view the detail of all categories.

Field Description
Name

This indicates the organization name, which is the name of the account, customer or supplier which you deal with. The account name is specified at the Account name field in the Accounts program.

An organization has to be created as an account before it can be converted to a supplier or customer.
Action

Select the Action hyperlink to perform one of the following functions:

This lets you view:

  • Account details using the Account Query program.

  • Customer details using the Customer Query program.

  • Supplier details using the Supplier Query program.

This launches one of the following programs depending on the Type of organization you selected:

  • Suppliers

  • Customers

  • Accounts

This lets you view the contacts associated with the organization using the Contact Query program.

This lets you create a new contact for the organization using the Contact Management System using the Contacts program.

This lets you convert an existing account to a customer using the Account to Customer Wizard program.

You can only create a customer from an organization if the organization type is defined as Account.

This allows you to convert an existing account to a supplier using the Account to Supplier Wizard program.

You can only create a supplier from an organization if the organization type is defined as Account.
Type

This indicates whether the organization is classified as an account, customer or supplier.

You can convert an account organization to a customer or supplier by right-clicking on the account and selecting Create Customer or Create Supplier from the sub-menu. This launches the Account to Customer Wizard or Account to Supplier Wizard program.
Code

This indicates the account, customer or supplier number.
Branch

This indicates the branch assigned to the account, customer or supplier.
Class

This indicates the customer class assigned to the account.
Short name

This indicates the short name for the account and defaults to the first 10 characters of the account's name, but can be changed.
Salesperson

This indicates the salesperson associated with the account.
Account type

This indicates the account type, e.g. prospect, lead, investor, etc.
Hold status

This indicates whether the account is on hold.

If the value in the Code field is red and a warning icon is displayed against the Name field, then the organization is currently on hold.