A Review of

SYSPRO

By J. Carlton Collins, CPA
 


The following article is designed to walk you through some of the look and feel and functionality of SYSPRO. The objective is to provide prospective purchasers the opportunity to learn a little bit about the product before taking that next big step of contacting a sales representative. Hopefully, this information will help you pre-qualify the product and determine whether it is a reasonable candidate for consideration.
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SYSPRO

The Market for Manufacturing Solutions

When it comes to pure manufacturing, I believe that SYSPRO, Epicor, and Microsoft Axapta clearly stand alone as the top three system solutions in the marketplace. All three products offer complete, high-powered advanced distribution and discrete/process manufacturing solution. Axapta is the prettiest to look at, while SYSPRO offers significantly lower pricing. Both Epicor and SYSPRO lay claim to better manufacturing fundamentals while the Axapta’s built-in wizards and product customization are very slick.

To be sure, there are at least 447 other manufacturing solutions in the marketplace that think that I am crazy for making this claim. However, I believe that there is enough basis to eliminate these other solutions from consideration, as follows:

Tier 1 Manufacturing Solutions -  Traditional Tier 1 manufacturing solutions such as SAP, Oracle E-Business Suite, JD Edwards, BAAN, JBA, SSA and others are simply too complex and over priced compared to SYSPRO, Epicor, and Microsoft Axapta. Sure, five to seven years ago those Tier 1 solutions were the top dogs in the pack and many manufacturers needed to pick form this group. However by today’s standards, these products look more like “bloatware” than “software”. These ERP solutions have been so crammed full of features that companies must wade through ridiculously lengthy procedures just to write a check or print a report. Corporate America is fed up with Tier 1 solutions and they are running away from them in large numbers. I have assisted dozens of multi-billion dollar companies in dumping SAP, Oracle, PeopleSoft and JD Edwards in favor of less expensive, but better solutions. Today solutions such as SYSPRO, Epicor, and Microsoft Axapta not only run on the top databases and offer all of the modules you could ask for (save workflow), but they are far less expensive to purchase, implement, and maintain. They are also more easily customized, far easier to use and more proven.

High-End Manufacturing Solutions – There are many high-end manufacturing solutions in the marketplace such as MAS 500, Navision, ACCPAC ProSeries, MiSys with ACCPAC Advantage, and others. These products have many advantages and they all fit certain manufacturing niches very well. However MAS 500 does not yet offer options by components, Navision does not offer a solid process manufacturing solution, and ProSeries does not offer a web based product configurator. These solutions have merit, but can not yet be considered to be complete manufacturing solutions. Please note that these products are typically extremely well-suited for light manufacturing and heavy bill of material processing situations.

Vertical Manufacturing Solutions – There are hundreds of solutions designed specifically for manufacturing such as Symix, Made2Manage, I2, Interbiz, Manugistics, Indus, Qad, IFS, Mapics, etc.  These systems are designed specifically for various manufacturing situations and years ago in the late 80’s and early 90’s, these solutions were the best avenue for manufacturers. However, if you examine these vertical solutions closely you will find significant shortcomings with all of them that can not be overlooked. These shortcomings typically include weak financial reporting, weak consolidation capabilities, proprietary technology, no customization tools, missing modules, missing features, weak product support, a skinny or non-existent distribution channel, a financially weak parent company, etc.  Many of these solutions are designed to run stand alone and the customer is expected to pay large programming fees to integrate them into financial systems. With low priced and proven solutions such as SYSPRO, EPICOR, and Axapta available, it is folly to consider these higher priced solutions.

Given the short thesis presented above, the next logical question is which of these three manufacturing systems is the best solution. Well, I like them all, and here are a few comments about each:

Axapta - Axapta is attractive and well organized. It is very customizable (albeit complex). The built-in wizards walk the user through complex processes and the questionnaire module makes surveys a snap. However Axapta has no payroll module and the financial reporting is lacking. In the US, there are too few Axapta resellers who really know the product well, many of those resellers hire other Axapta resellers to put their systems in for them. For example Jeff Balyier of BKD in Indianapolis, IN spends most of his time supporting other Axapta resellers. Further, Axapta has only 300 customers in the US and one wonders whether Microsoft considers supporting a localized version of this product in the US worthwhile. Axapta is relatively inexpensive, with most customers paying between $150,000 to $300,000 for the complete system including installation. Overall, it is impressive.

Epicor - Epicor has 10,000+ manufacturing customers around the world and the product is widely considered to be a very good product. Epicor’s web-based product configurator is perhaps the only web-based product configurator that beats SAP’s. Epicor has learned a great deal about manufacturing systems over the past ten years -  mostly by making every mistake in the book first hand. However the company has endured even through very tough financial years which sent prospects fleeing. Now that Epicor’s stock is strong and the company is profitable, they are in a much better position to excel in the years to come. If only the company could muster up some marketing that actually worked, there would be no stopping Epicor. I like Epicor as a product and the feedback on this complex product is usually very good. (I should disclose to you that I personally own more Epicor stock than do any of Epicor’s management team, so please digest my comments accordingly)

SYSPRO - While Axapta and Epicor are good solutions, SYSPRO is perhaps the best manufacturing solution on the planet dollar for dollar. The product is well proven and is packed with so many features that it gives even SAP a good run for the money. More than any other manufacturing product I’ve seen, SYSPRO is built upon sound manufacturing principles and process flow.  The product offers the best solution for accounting for scrap that I have ever seen. SYSPRO incorporates all of the modules you would want. SYSPRO’s shortcomings consist primarily of an older look and feel because it utilizes mono-space fonts in certain screens and reports, and in my opinion the company markets their product rather poorly. Additionally, in year’s past SYSPRO suffered from stability issues, an image that haunts them today even though they overcame this particular problem years ago. SYSPRO’s revenues run about $55 million and I am told that the company is profitable. The product pricing is very low for a manufacturing solution and for companies who are looking for a good solution in the $60,000 to $120,000 range, SYSPRO might be just what the doctor ordered.

A Detailed Look at SYSPRO

In developing this tour, I interviewed the following folks at SYSPROUSA headquarters located in Irvine, California:

Joey Benadretti, VP of Marketing
Stanley Goodrich, Public Relations Manager
Brian Stein, President
Scott McMaster, National Sales Manger

The primary objective of this interview was to lend an ear to the SYSPROUSA management team and listen to their presentation regarding the current state of affairs and future outlook for SYSPROUSA. I intentionally asked them to tell me what they wanted our readers to know about their company and products – I did not want to lead them down any specific path. I advised them that our meeting could take as long as necessary. As it turns out, I think that their comments make for a very good product tour. Here is what they had to say, with my own comments added in from time to time:

  • Strong Manufacturing & Financials - First and foremost, SYSPRO’s management considers SYSPRO to be very strong from both a manufacturing point of view, and also from a financials point of view. They pointed out that many products are strong in one area or the other, but not many excel in both areas, as does SYSPRO. To illustrate his point, Scott gave two examples in Fourth Shift and Baan – two products that are both strong in manufacturing, but weaker in financial capabilities. They pointed out that their product rates well in respected publications such as PC Magazine, Sheldon Needle’s CTS survey, and Charles Chewning’s Accounting Library. (I can personally attest to their claims of high rankings. I can remember back in 1995 when the SYSPRO Impact product consistently came up as the top product in dozens of demonstrations of the Accounting Library product. I would randomly choose a hundred or so features, and run the report. Over time I came to expect SYSPRO Impact to be rated on top, or near the top of the list.)
  • Impressive Customer Base - SYSPRO is proud of their impressive client base, which includes many large recognizable clients from around the world. The extensive roster of SYSPRO customers includes some well-recognized corporations including Nestle Foods, Hitachi, Kawasaki, Xerox, Black & Decker, Land Rover and Toyota. The largest furniture distribution organization in the Southern hemisphere uses SYSPRO.
  • Primary Markets - Joey indicated that while SYSPRO was headquartered world-wide in South Africa, it’s primary markets are the United Kingdom, the United States, Africa, and Australia. In addition to English, there are Spanish and French versions of SYSPRO. However Joey downplayed these versions compared to the success of the English version.
  • Strong VAT & GST - Joey indicated that one of SYSPRO's best differentiating features is the products powerful ability to handle Value Added Taxes (VAT), Goods and Services Taxes (GST), PST, and other foreign tax calculations.
  • Strong INV and OE - Joey also pointed out that SYSPRO has very strong Inventory and order entry capabilities – “I’d stack it up against anybody’s Inventory and Order Entry Modules”.
  • Focused on One Product/One Mission - Joey also pointed out that because SYSPRO offers only one product, they are able to focus all of their attention and resources on that product. Joey used Great Plains as an example of a company that must focus on many different products including Real World, Solomon, Dynamics, eEnterprise, FRx, etc. Further, because Great Plains tries to be all things to all people, they must focus on many industries such as retail, wholesale, etc. Joey’s point is that SYSPRO is geared primarily for the manufacturing, warehouse, and distribution markets - and oh-by-the-way, happens to include very strong financials as well. Because they are not distracted, this target is clearly the driving force within the organization.
  • Strategic Mission - SYSPRO’s Management went on to describe their mission as consisting of 5 pillars as follows (I noticed that five posters mounted permanently in their conference room are displayed paying homage to these pillars). (1) ERP; (2) Warehouse Management; (3) E-Commerce; (4) Advanced Planning & Scheduling (APS); and (5) Customer Relationship Management (CRM).
  • ISO 9000 Certification - SYSPRO is proud of the fact that their product was the first product to undergo ISO 9000 certification. What does this mean, you may ask? ISO is the International Organization for Standardization, an organization that has created more than 13,000 documented agreements containing technical specifications or other precise criteria to be used consistently as rules, guidelines, or definitions of characteristics, to ensure that materials, products, processes and services are fit for their purpose. For example, the format of the credit cards, phone cards, and "smart" cards that have become commonplace is derived from an ISO International Standard. Adhering to the standard, which defines such features as an optimal thickness (0,76 mm), means that the cards can be used worldwide.
  • Advanced Features - SYSPRO’s management discussed SYSPRO’s Manufacturing Execution System, which is part of the Advanced Planning & Scheduling (APS) system; provides advanced features such as messaging to stations, user defined attributes, parameters by customer, and real time factory floor control. As an example of an advanced feature, SYSPRO’s CRM solution allows customers to view the progress of their orders on the floor via the web.
  • Best Fit – SYSPRO’s management indicated that while the company has customer sites with more than 1,000 active users, the product fits best and is targeted towards sites with 4 to 80 users. (They consider the “Small to Medium Enterprise (SME) market to consist of 8 to 50 users. Accordingly they feel that their product fits well both below and above the SME market).
  • Top Secret – SYSPRO’s management team shared with us some of their plans for the future. However, they asked us to keep a lid on these comments for now, as not to tip off their competitors. I mention here in this article only because I find it of value to know that a company is working in stealth mode on future enhancements that they feel will give their products an advantage over competitors in the future. That fact alone is worth noting. Some companies never seem to be forward thinking at all – they are content to be followers. SYSPRO chooses to be a leader.
  • Manufacturing System Implementation Guide – SYSPRO is very proud of their 33-pound set of implementation materials which are available to SYSPRO resellers for use in implementing SYSPRO and a manufacturing system in general. Evidently, this is a stellar piece of work that is highly regarded in the industry. Anyone attempting to implement a manufacturing system would be well advised to get their hands on one of these sets of materials – because much of the thought process, timing, and strategies have been laid out before you. Not only does this set of materials walk you through the process of establishing a complete system, it collects the relevant information and organizes it methodically as a repository of strategic information in the event that personnel leave your firm, or that your consultants turn over. In a way, it protects your company from having to re-invent the wheel in the future.
  • SYSPRO VARs – Joey estimates that there are between 125 to 150 value added resellers of the SYSPRO product line in the United States – 66% of whom are considered to be very good resellers achieving a high level of sales and good levels of satisfaction with their customers.
  • A Little History – SYSPRO started 25 years ago (in 1977) and was originally written by a company called Intermark in Dallas, Texas. The two brothers (Full and Chris Duff) who wrote the original product then joined Singer Business and the product was sold by Singer as a distribution product. Later ICL bought Singer. Brian Stein actually worked with Jerry Jenkins in the early 80’s and owned a business in South Africa. The product was ported to Assembly, then Kix (?), Cobol, UNIX, CPM, DOS, and Novell. The SYSPRO product was first introduced in 1991 followed by the SYSPRO product in 1995. The SQL product was released in 2000. It was pointed out that SYSPRO has never portrayed their company as a “technology company” like others such as Great Plains has done. Instead, SYSPRO has been more interested in emphasizing product features – and not making a big deal about various technologies. (Hey, I think it is obvious that making a big deal over technologies has worked well for Great Plains and the Great Plains strategy is hard to argue with).

SYSPRO Product Demonstration

The SYSPRO management team went on to give us a quick and dirty tour of the SYSPRO product. The features we were shown were intended to help us a gain a good understanding of the look and feel of the product, and some of its capabilities. I took notes capturing the key comments, and added screen captures later for my own edification. 

  • SYSPRO features “Drop and Drag” menus. Users can drag menus and arrange then to meet their particular needs.
  • SYSPRO provides an “Microsoft Windows Explorer-type” view. Other popular products such as MAS 90 and Macola Progression employ this same menu structure.
  • SYSPRO provides a “Favorites Windows” in which users can drag and drop their most frequently used menu items for quick and easy access. Users can also insert shortcuts to other commonly used applications (such as Microsoft Outlook) into the favorites window.
  • The SYSPRO menus can be published as HTML menus. This allows users to easily run SYSPRO from the SYSPRO browser or with a little publishing effort - via an Intranet or the Internet with password protection. The SYSPRO Web Wizard allows you to do this. To create a web menu, simply right-click anywhere in the SYSPRO Menu treeview pane. Next, select Publish Menu as HTML. This loads the SYSPRO Web Menu Wizard, which prompts you to specify which of the standard SYSPRO folders you want to publish and what visual theme you want to use. Based on your selections, SYSPRO configures a menu in HTML format that is run from the SYSPRO Browser. The screens below demonstrate this functionality.

 

 

 

 

 

  • In Microsoft Word you can also insert a hyperlink that will launch any menu in SYSPRO and fill in specified customer or vendor information. As an example, presented below is the hyperlink command that will launch the SYSPRO accounts receivable module and automatically bring up customer 1100. (This did not work correctly when I tested it, I assume that there is a problem with my syntax).

 http://#IMPACT<arsp51.int>1100

  • It is possible to customize the look of SYSPRO by, for example, changing the background colors of the user screens. To do this, simply choose the “Customize” option from the main menu. The set up screen appears as follows:  

  • SYSPRO boasts very powerful and intelligent context sensitive user help screens. For example, users can search for virtually any accounting activity and SYSPRO provides the user with a step-by-step approach to using that functionality within the product.

  • SYSPRO allows users to log into a different company without exiting the current company. Many products only allow the user to access just one company at a time. The screen below shows the administrative dialog box.

  • SYSPRO allows the user to maintain multiple open periods. However you can also set up the system to close each month before moving to the next month – and establish a user password in order to open up a previous month. This capability is known in the industry as a “soft close” – because it allows the user to access previous periods if they want to.
  • SYSPRO packs a wide variety of company set up features that makes the product appealing to many of its customers. Some of these features are as follows:

  • As shown in the screen above, SYSPRO offers many date format options.

  • SYSPRO allows the user to install data files across many locations. This measure facilitates better security and user performance.

  • Data can be linked to the General Ledger in summary, or in detail.

  • Rich default accounts helps SYSPRO understand what to debit and credit – so the end user does not have to make those choices. As a result, the data is more accurate.

  • Many tax options make SYSPRO a strong product for sales tax calculations. This feature has helped make this product popular throughout the world.

  • Default sales tax codes can be assigned to line item groups. Additionally, SYSPRO allows the user to control rounding calculations as well.

  • The company calendar is user defined and is particularly useful for production scheduling.

  • SYSPRO provides for eight alternate budgets, and supplies plenty of tools to make setting up your budget fast and painless.

  • SYSPRO allows the user to control the historical data related to balances, transaction history, posted journals, etc.

  • SYSPRO gives the user control over the period end dates, and allows multiple periods to remain open – even across multiple years if so desired.

  • Set up options for each of the modules are rich in default settings and user-defined preferences. Here, the AR setup screen provides evidence of this.
  • Database Options – SYSPRO runs on both the Microsoft SQL Server database and the C-ISAM database.

  • This setup screen allows the user to specify which databases are being used, and allows the user to map the locations of the various table files. C-ISAM users may easily migrate to the SQL Server platform using the built-in conversion tool. 
  • Print to Fax - SYSPRO provides the ability to print reports to any given fax machine. The screen below shows the fax settings set up screen where users can indicate a default faxing application and the desired fax cover sheet. When using a cover sheet, you are prompted for the appropriate text before the final fax is sent.

  • Stability - SYSPRO offers a feature that allows a user to re-index the data files. This recovery technique is sometimes necessary after power failures occur and the database files become corrupted. Hard drive errors can also lead to database corruption. In such rare circumstances, this recovery tool can often correct the problem with little or no effort. I am told that periodically re-indexing the data files can also improve performance. However the company informed me that they knew that one of their existing customers (Georgia Lighting) has 140 users and a 750mb data file, and their system never needs re-indexing. The “Re-index Data Files” dialog box is shown below:

  • Stability and Reliability – SYSPRO explained that their product is a very stable and reliable product. When stability issues arise, the problem is usually attributed to a non-technical person or configuration problem not related to the SYSPRO product. (In November 2000, I provided consulting services to a $140 million company that was using SYSPRO. Initially the company reported to me that the SYSPRO system was very unstable and that they had to recover from database corruption problems weekly. The company mistakenly believed that they were too large for SYSPRO as well. Accordingly, they wanted to replace SYSPRO with another product, and hence they hired me. During my initial meeting I was able to determine that the company had no problems at all with SYSPRO’s features – only the database corruption which they attributed to their large size was blamed. I also determined that they were operating the system on a very old 200 mhz server with only 64K of RAM and virtually no available hard disk space. I advised this company to update its server, which immediately took care of their database corruption problems.)
  • Bug Fixes – Unlike other accounting software vendors, SYSPRO does not sit on bug fixes for months at a time. All bug fixes are deployed with 24 hours to the reseller channel for implementation at customer sites.
  • Event Triggered Reporting – (at least that’s what I call it, SYSPRO calls it Event Management. To the folks at SYSPRO, the word trigger refers to triggering another application to launch). This feature allows the user to define events that trigger reports to the appropriate personnel. For example, the CFO may wish to be notified when cash falls below $200,000, when the gross margin on sales drops below 30%, or when the number of days in receivables exceeds 45 days.

 

·         In order to use Event Management, the Office Automation and Messaging module must be installed. Further, in order to use the e-mail facility of this program, you must first have either Microsoft Exchange or Microsoft Outlook installed on your computer.   

 

  • SYSPRO provides user-definable fields, which allows the end user to customize the user screens to capture their own relevant data. Experience shows that products which offer user-definable fields are better at meeting the needs of the customer. Examples of user-definable fields are shown below:

  • Sort Order – The folks at SYSPRO refer to sorting as sequencing. In the example screen below, you see that tables can be sorted by any one of several columns. In SYSPRO, this is referred to as the browse sequence. It is important to note that the end user is able to define the default column to be used for sorting (or sequencing purposes) when initially browsing the data.

  • Kits – In SYSPRO, a kit is referred to as a single-level bill of materials.
  • Lot and Serial Tracking - SYSPRO provides both lot and serial tracking capabilities for a single item. According to the folks at SYSPRO, this feature is not available in Macola Progression.

        Security – Security can be applied at a group level or at the user level. The user screen below shows how user groups are set up, and how access to various modules or menu items are controlled in SYSPRO:

 

  • Strong Search & Find Capabilities – SYSPRO provides a powerful lookup capability called FIND. The screen below shows that users can search for data by searching specific fields within any data table in SYSPRO. For example in the screen below, we are searching for a customer based on a partial phone number.

  • Customer Queries - SYSPRO definitely provides for a strong customer query capability. The screen below displays summary information for the customer “Bikes and Blades – East”, including aging, average days to pay, last payment date, a 3-D graph, and more. A quick scan of the other tabs and buttons suggest a wealth of summary information for any given customer is at your fingertips within SYSPRO.

         HTML Format – An interesting feature within SYSPRO is the CTRL+F7 key which quickly generates an HTML view of selected reports such as the Customer Query invoice report shown below. Such a feature makes it easy to migrate data to an HTML format for quick and easy publishing to an intranet or web site, or for copying and pasting into other applications such as Microsoft Word.

  • Excel Format – Likewise the CTRL-F8 key automatically throws data into a Microsoft Excel spreadsheet. As an added feature, the CTRL+SHIFT+F8 key combination allows you to specify parameters before the data is published to Excel. This feature is demonstrated in the screen below.

 

  • Proof of Delivery – Use this function to maintain proof of delivery details for the invoice. Additionally, you can link multimedia objects to the POD information using the Edit multimedia icon. You could, for example, scan in the original signed delivery note as a bitmap image and then link that image to the POD information. The “Play Multimedia” icon enables you to view this image. You can also use the “Reprint Invoice” function to reprint the invoice, provided that the invoice was originally created from within the Sales Order system. This screen is shown below.

 

  • XML Format – The CTRL+SHIFT+X key combination publishes selected reports such as customer queries to an XML format. This feature is demonstrated in the two screens below, the first screen shows the browser view and the second screen displays the source code underlying the browser view.

 

  • Picture and Movie Support – The Inventory item query function supports both picture and movie formats. This allows the system to store both images of a particular product, or movie files for a particular product.

  • The SYSPRO Report Writer - SYSPRO’s management is very proud of the SYSPRO Report Writer – the entire team chimed in to brag about the power of this module. In particular, they explained that reports in the report writer are drillable and the search tool makes it easier to navigate through a lengthy report. (I took some time to evaluate the Report Writer. I did find a nice report writing wizard and an e-mail option that allows users to e-mail reports to any recipient or groups of recipients. Further a nice tri-plane view gives good access to the data and users can modify reports with a simple drag and drop metaphor). A screen shot is shown below:

A resulting sample report is also shown below:

(However in my opinion, the report writer falls short in some areas. Specifically it does not include a long list of default report formats (such as an income statement and balance sheet), the report writing wizard was not as intuitive as I would have hoped, and the system lacks many of the advanced report writing features found in the industry standard FRx package such as view-level and drill-level password protection for each report; scheduled printing of all reports; sophisticated rounding options, printing to an intranet catalog, etc.)

  • Structures and Routings - The Structures and Routings program is used to define the elements required in a sequence of manufacturing operations, as well as the structural relationships between parent and component parts. When you access this program you must first indicate the Parent stock code against which you want to maintain operations and components. A warning is displayed if the entered parent stock code is defined as a bought out item. The Routing field is displayed only if you indicated that alternate routings are required. This field enables you to select a specific routing for which you want to maintain operations and structures, and is used for what-if purposes and within the Work in Progress module when creating a job. Within the Operation and Component panes you can perform extensive editing functions using the right mouse button. The Orientation pull-down enables you to tailor your screen display settings into various tri-pane representations. An example screen is shown below. In this example, a set of handle bars is shown to pass through three work centers – handlebar tube production (TLCC), welding (WELD), and chrome plating (PLATE).

  • Warehouse Transfers – SYSPRO’s warehouse transfer capabilities allow users to transfer goods to other warehouses, almost as if the second warehouse is a customer – except the transaction does not hit revenue and expense. The “Transfer costs from BOM to Warehouse” program transfers the bill of material costs to the unit cost field of a stock item as calculated by the “Cost Implosion” program. Any change made to the inventory unit cost is recorded in the inventory journal and stock movement files if stock movements are being retained. (Please note that this program will not run if you are using either the FIFO or LIFO costing programs in Inventory.) If Inventory is linked to General Ledger in detail or summary, then a record of each cost change transaction is made. The warehouse transfer dialog box is shown below.

  • Configurator – The configurator is an essential component of any manufacturing accounting system, especially in the make-to-order environment. This tool allows the order entry clerk to sell you a product – while configuring it on the fly. For example, you might order a computer, requesting the 80 gig hard drive, 2,000 ghz processor chip, built-in wireless network cards, 24-inch monitor, etc. Assuming there are ten different options each for hard drive, processor speed, network cards, and monitors, this translates to ten thousand possible configurations. Obviously it would be a futile effort to set up 10,000 separate inventory items representing each possible configuration. Instead, advanced systems such as SYSPRO allow you to define product options, and sales representatives can configure make-to-order items based on the customer’s specifications.

·         If-Then-Else Configurations - SYSPRO goes further than typical configurators in that it also allows for “If-Then-Else” configurations. For example, if the customer chooses to add a CD Writer to the computer system, then he must also choose a cable option (USB versus serial). Selected configuration screens are presented below.

  • The configuration wizard walks the user through the process of setting up an inventory item and defining the optional components that may be added to the item.

  • This dialog box shows how a user can specify that a particular measure is required. Here we see that the customer can specify the width of a gate, ranging from a half meter to 1.5 meters.

This report shows the various configuration criteria that has been established for a gate including the frame cutting options, hinges, etc.

This screen shows that during the order entry process, the sales representative has the option of accessing the configurator in order to build the desired item. Another option allows the sales rep to specify dimensions as well.

 

Customization of the Sales Order

 

  • Custom fields can be added to this main screen

 

  • SYSPRO has tools to customize documents using Microsoft Word.  A document can be edited using the tools in MS Word to make a document that displays information in the format of your choosing.  Borders and colors can be added as well as the company logo.  Once the document has be created and customized, it is saved as an XML document.

 

Work In Progress

  • Work In Progress (WIP) module and specifically the Work in Progress query allows the user to look at jobs that are either live or archived.

 

  •  This screen shot shows the job and specifics associated with the job.  Notice the tabs at the top that can be used to view the  

When the job is complete, the data is saved as an XML document which allows retrieval of archived data from many years in the past.

  •  Archived jobs are viewed through a web browser by selecting preferences on the main screen.  The above screen shot shows us the details of a live or archived job through a browser.

 

Quotations Module

Enables the entry and maintenance of quotations, the printing of free format quotations, and when the quote has been confirmed by the client, the confirmation details into WIP , Sales Orders, and purchase orders.  It generates quotes which emulate sales orders up to 5 quotation quantities per order.  The power of the module is demonstrated when specialty parts are needed.  The module can specify up to 14 levels of special supporting products.

  • Quotation estimator section contains a series of mechanisms that will create and calculate quotes for customers using the product configurator to calculate the quote for us.

 

  • You can add specialty items and the SYSPRO wizard will show a default list of items used to make to specialty item.  When you select the default values, the system will automatically add those items to the list and then make the calculations for the sales order.

 

  • This screen shows the lead time calculations for the specific items.  The offer is then displayed on the screen and you can choose to accept the quote and then send to quote directly to the customer.

 

- END -


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