tag:blogger.com,1999:blog-56074845191778146842024-03-08T07:27:27.485+00:00Blue Streak Consulting Ltdgetting more out of SYSPROAnonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-5607484519177814684.post-63921485827396354452012-10-04T13:41:00.001+01:002012-10-04T13:44:35.664+01:00Using Outlook to create Timesheets and Labour Postings<span style="font-size: small;">Once you have started scheduling SYSPRO Jobs in Microsoft Outlook, the next logical step is to use the information recorded to create a Timesheet for your Engineers. We can extract the data from the Calendar and Export it into an Excel Spreadsheet, where it can be checked, amended and manipulated if required. The verified data can then be used for Payroll and also imported into SYSPRO and posted directly the relevant Jobs, saving you time and money!</span><br />
<span style="font-size: small;"><br /></span>
<span style="font-size: small;">To find out more about how Blue Streak can save you money and time by creating Timesheets and SYSPRO Labour Posting from Microsoft Outlook, click <a href="mailto:info@bluestreakconsulting.co.uk">here</a> to contact us or simply call us on +44(0)844 567 502.</span> <br />
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<br />Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0tag:blogger.com,1999:blog-5607484519177814684.post-91572443294735676422012-08-22T13:40:00.000+01:002012-09-05T13:19:44.684+01:00SQL Triggers & SQL Database Mail<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">There are already a number of built-in SYSPRO Triggers and Events, but, frustratingly, the one you need is often unavailable. Utilising SQL Triggers is a powerful way of extending the functionality of standard SYSPRO.
SQL Triggers fire on a table when a record is INSERTED, DELETED or UPDATED. This means that you can trigger an action at just about any point in a Business Process, and control the exact circumstances (using CASE and IF statements etc) under which the Trigger fires.</span><br />
<span style="font-size: small;"><br /></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">Adding SQL Database Mail to the mix, you can create custom alerts &<span style="font-family: Trebuchet MS;"> notifications, and send them via Email to a mailing list or dynamic email addresses.</span></span><br />
<br />
<span style="font-size: small;"><span style="font-family: Trebuchet MS;">For example: </span></span><br />
<span style="font-size: small;"><span style="font-family: Trebuchet MS;"></span></span><br />
<ul>
<li><span style="font-size: small;"><span style="font-family: Trebuchet MS;">Notify a Sales Rep when a Quotation is confirmed</span></span></li>
<li><span style="font-size: small;"><span style="font-family: Trebuchet MS;">Notify Stores with a Pick List when Material is allocated to a Job</span></span></li>
<li><span style="font-size: small;"><span style="font-family: Trebuchet MS;">Notify Accounts when an On-Hold Customer has made a Payment</span></span></li>
<li><span style="font-size: small;"><span style="font-family: Trebuchet MS;">Email a Customer when their Goods have been Despatched</span></span></li>
</ul>
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<span style="font-size: small;"><span style="font-family: "Trebuchet MS",sans-serif;">To find out more about how Blue Streak can help you utilise SQL Triggers & Alerts, click
<a href="mailto:info@bluestreakconsulting.co.uk">here</a> to contact us or simply call us on +44(0)844 567 502<span style="font-family: Trebuchet MS;">1</span></span></span><span style="font-family: Trebuchet MS;"></span><br />
<span style="font-family: Trebuchet MS;"><br /></span></div>
Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0tag:blogger.com,1999:blog-5607484519177814684.post-5089502794796927692012-05-01T09:46:00.000+01:002012-05-01T09:46:58.543+01:00Microsoft Outlook Integration<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">SYSPRO can be integrated with Microsoft Outlook so that Appointments or Emails are created either automatically or at the touch of a button. The content of the Appointment or Email can be populated with data from SYSPRO (or any other database provided drivers are available). Using Microsoft Exchange and Smart Phones, staff can instantly see when a relevant Appointment or Email has been generated.</span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><br /></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><b>Quotation Chase Dates</b></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">Insert an Appointment in Outlook as a reminder to chase a Quote.</span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><br /></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><b>Sales Order Despatch Dates</b></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">Insert an Appointment in Outlook to create a Despatch schedule.</span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><br /></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><b>Purchase Order Delivery Dates</b></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">Insert an Appointment in Outlook to create a Booking In Schedule.</span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><br /></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><b>Engineer Schedule</b></span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;">Engineers can have scheduled Jobs delivered direct to their phone's calendar, including Customer's Address & Contact Details, Job Description & Component Allocations etc.</span></div>
<div style="font-family: "Trebuchet MS",sans-serif;">
<span style="font-size: small;"><br /></span></div>
<span style="font-family: "Trebuchet MS",sans-serif; font-size: small;">To find out more about how Blue Streak can integrate SYSPRO with Microsoft Outlook, click
<a href="mailto:info@bluestreakconsulting.co.uk">here</a> to contact us or simply call us on +44(0)844 567 5021</span><span style="font-family: Trebuchet MS;"><br /></span>Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0tag:blogger.com,1999:blog-5607484519177814684.post-72002297269844670722012-01-16T14:04:00.002+00:002012-05-01T09:47:24.687+01:00Automatically email SYSPRO Remittances<div class="richtext"><span style="font-size: small;">Email HTML formatted Remittances direct to all Suppliers with a SYSPRO Remittance Email Address without any user intervention. The email can look just like your current Remittance or can take full advantage of HTML formatting to look truly professional.</span><br />
<br />
<span style="font-size: small;">This process can also be applied to other automatic notifications like AR Statements, Customers nearing or reaching Credit Limits, Goods Despatched and even Reports. In fact, the possibilities are endless.</span></div><div class="features"><ul><li class="odd"><span style="font-size: small;">Email HTML Remittances direct from SQL.</span></li>
<li class="even"><span style="font-size: small;">Save money on postage & labour.</span></li>
<li class="odd"><span style="font-size: small;">Send as soon as payment is made.</span></li>
<li class="even"><span style="font-size: small;">Schedule to run automatically overnight.</span></li>
<li class="odd"><span style="font-size: small;">Still print & post or fax if required.</span></li>
<li class="even"><span style="font-size: small;">Automate other processes, reports & notifications.</span></li>
</ul><span style="font-size: small;">To find out more about how Blue Streak can save you money and time by helping you automatically email SYSPRO Remitances, click <a href="mailto:info@bluestreakconsulting.co.uk">here</a> to contact us or simply call us on +44(0)844 567 5021 </span><br />
<ul></ul></div>Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0tag:blogger.com,1999:blog-5607484519177814684.post-44957022833995204282011-11-22T17:29:00.000+00:002012-05-01T09:47:46.719+01:00Customising SYSPRO's User Interface<div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Customising SYSPRO's User Interface is a simple, yet powerful way of enhancing SYSPRO's functionality.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">From simply displaying Custom Form Fields on a standard SYSPRO data entry or Query screen right through to creating a button in Inventory Query that automatically raises a Purchase Order for an item, by using VBScript and SYSPRO's customisation tools, you can effectively change the way SYSPRO works so that it fits better with your business processes.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">For example:</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Make a non-mandatory field mandatory</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Ensure an operator enters data into a standard or custom field, even though SYSPRO doesn't require it.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Automatically change the case of a field</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">If you only use upper case StockCodes, you can ensure the StockCode field in Sales Order Entry automatically converts an incorrect lower case StockCode into upper case.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Calculate values of fields</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Automatically populate fields with a calculated value e.g. Add 10 days to Today’s date to create a Ship Date.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Automatically capture additional data</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">See not only who created a Job, but also the last person to update it, without the Operator having to do anything.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Display Data from another screen</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Fetch data from another area of SYSPRO. e.g. Display the Supplier’s email address and telephone number in Inventory Query.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Populate a Word Template with data from a Query screen</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Create a letter to a Customer informing them of their Credit Status at the touch of a button.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Create an email with values from a data entry screen</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">After adding a Sales Order, create an email to the relevant Salesman letting them know one of their customers has placed an order including values, order number, date etc.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>One-Touch Purchase Order</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Create a Purchase Order for an Item direct from Inventory Query.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><b>Data Folders</b></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Create or Open Folders on the network from within SYSPRO. Link them to Jobs, Quotes, Customers, Suppliers etc to store Drawings, Correspondence etc.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">To find out more about how Blue Streak can save you money and time by helping you customise your SYSPRO User Interface, click <a href="mailto:info@bluestreakconsulting.co.uk">here</a> to contact us or simply call us on +44(0)844 567 5021</span></div>Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com1tag:blogger.com,1999:blog-5607484519177814684.post-39626151730399128982011-10-14T07:28:00.005+01:002011-10-25T08:40:35.864+01:00Bulk emailing PDF documents from SYSPRO using alternative Email Addresses<div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">By the time you've added up the cost of paper & ink, the cost of labour to stuff an envelope and the cost of postage, each business document can cost well in excess of £1.50 to send to a Customer or Supplier. Switching to paperless communication is crucial to help save money and the environment.</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Using the Office Automation module, SYSPRO makes it easy to email certain documents in the form of a Word attachment. Once set up you can simply click the Email button to send an Order Acknowledgement, Purchase Order etc directly from the Print Preview screen.</span><span style="font-size: small;"><o:p></o:p></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div class="MsoNormal" style="font-family: "Trebuchet MS",sans-serif; margin: 0cm 0cm 0pt;"><span style="font-size: small;">Using SRS in conjunction with Office Automation, not only can you send attachments as PDFs for better security, you can also bulk email certain documents, such as Statements and Invoices, to the email address held against the Customer or Supplier.</span><span style="font-size: small;"><o:p></o:p></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div class="MsoNormal" style="font-family: "Trebuchet MS",sans-serif; margin: 0cm 0cm 0pt;"><span style="font-size: small;"><b>All this is fine, but what if you need to send different documents to different people within an organisation, something that SYSPRO simply cannot do?</b></span><span style="font-size: small;"><o:p></o:p></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div class="MsoNormal" style="font-family: "Trebuchet MS",sans-serif; margin: 0cm 0cm 0pt;"><span style="font-size: small;">We have developed a routine that identifies the document type (e.g. Invoice, Order Acknowledgement, Statement etc), looks up the alternative email address (held as a Custom Form field in SYSPRO) then sends the message to the correct address. The script can also save the PDF attachment to a folder on the network and delete or move the redundant emails if required.</span><span style="font-size: small;"><o:p></o:p></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div class="MsoNormal" style="font-family: "Trebuchet MS",sans-serif; margin: 0cm 0cm 0pt;"><span style="font-size: small;">200 AR Statements, 200 Order Acknowledgements, 100 Invoices and 200 Purchase Orders could be costing you over £1000 per month.</span><span style="font-size: small;"><o:p></o:p></span></div><div style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;"><br />
</span></div><div class="MsoNormal" style="font-family: "Trebuchet MS",sans-serif; margin: 0cm 0cm 0pt;"><span style="font-size: small;">(Please note, you'll need Office Automation, SRS, Outlook & SQL or ODBC for this to work).</span><br />
<br />
<span style="font-size: small;">If you'd like any more details, please get in touch. </span><span style="font-size: small;"><o:p></o:p></span></div>Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0tag:blogger.com,1999:blog-5607484519177814684.post-69319874995709543952011-10-08T12:26:00.001+01:002011-10-14T07:46:27.867+01:00SYSPRO Consultancy<div class="richtext" style="font-family: "Trebuchet MS",sans-serif;"><span style="font-size: small;">Let us help you get the most out of your SYSPRO system. By streamlining & automating processes, improving reporting & data access, customising screens and creating automatic alerts & notifications, we can save you time and money.</span></div><div class="features" style="font-family: "Trebuchet MS",sans-serif;"><ul><li class="odd"><span style="font-size: small;">SYSPRO Report Writer & SRS reports.</span></li>
<li class="even"><span style="font-size: small;">SP2+ Customisation.</span></li>
<li class="odd"><span style="font-size: small;">SQL Queries, Views, Triggers & Database Mail.</span></li>
<li class="even"><span style="font-size: small;">Word / SRS / HTML Document Design.</span></li>
<li class="odd"><span style="font-size: small;">Office Automation / Electronic Signatures.</span></li>
<li class="even"><span style="font-size: small;">And much more.</span></li>
</ul></div>Anonymoushttp://www.blogger.com/profile/16180434849355557972noreply@blogger.com0