Purchasers often negotiate discounts for specific items when placing orders with Suppliers. These discounts can be captured against the Purchase order lines in SYSPRO.  SYSPRO recently added the Discount field as an optional column in the listview Field Chooser beginning with port 22 of SYSPRO 7. This is particularly useful when you wish to see the discounts applied against each purchase order line.  It is also available for users reviewing purchase orders in the Purchase Order Receipts and Inspections program.

If you have looked at SYSPRO tutorials and other materials on the Support Zone, you have no doubt noticed that SYSPRO has a lot of fields that aren’t shown on your particular installation of SYSPRO. And, if you’ve seen a completely un-customized SYSPRO installation, you’ll probably know that it is a good thing to not see every field.

But sometimes you need to see a field that is hidden or maybe you accidentally lost a field while re-ordering your display.

In SYSPRO 6.1 and 7 you can group rows in listviews by date. This makes it much easier to quickly view and analyze a large number of rows, for example Movements in the Inventory Query.

You can add your own custom help text against any SYSPRO fields. This text will appear directly on the SYSPRO screen. You could use this custom help text to explain how the field is used in your company. This can ensure that users enter better data. It also makes it much easier to train new users.

SYSPRO’s Input Masks feature lets you format how data is displayed and entered on screen.

For example, you could make a phone number field containing 6045551234 more readable by formatting it to display with parentheses and hyphens, like this: (604) 555-1234.

The SYSPRO Office Integration lets you access information directly and securely from the SYSPRO database using Microsoft Word, Excel, or Outlook, regardless of whether SYSPRO is installed on the client machine. For example, while working inside Word or Excel you could view a table of customer invoices from the SYSPRO database and insert that table into your document.

SYSPRO’s Sales Order Load Planning feature lets you assign sales order lines to individual Delivery Loads.  This helps your shipping department manage deliveries to customers.  In some businesses, after shipments have been arranged, you do not want order entry users to cancel sales order lines already assigned to delivery loads because it would disrupt shipping schedules, which could be costly.  Follow the instructions below to prevent users from cancelling sales order lines already assigned to delivery loads.

Settings

Electronic Signatures map transaction fields and variables against transactions letting administrators control when and who can perform an operation. A transaction refers to any operation performed by a user or the system and not just financial transactions.

Electronic Signatures can also be used to trigger notifications and the transaction log can be used to create audit trails to fulfill regulatory requirements.

SYSPRO added a new transaction variable to Electronic Signatures that tracks load status in Port 44 of SYSPRO 6.1 called %LoadsExist that can be used to prevent sales orders from being cancelled after they have been assigned to a delivery load.

When using roles in SYSPRO 6.1, Administrators can design SYSPRO screen listviews and docking pane layouts against a role so that operators linked to the role see the same screen layouts.

You can create a payment in SYSPRO without applying it to an invoice to cover credits and situations where the customer just plain forgot to add the invoice number. The customer will eventually want that payment applied to an invoice.

Learn how to create an unapplied payment and then post it against an invoice.

The key field entry textbox in toolbars can be too small to display the full length of its content. Like in the Inventory Query screen below.