For course bookings or enquiries, please contact our...
Transcript of For course bookings or enquiries, please contact our...
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
CONTENTS
Overview of Education and Training Courses Offered 3
SYSPRO Administration And Reporting 5
System Administration 6
SYSPRO Reporting Services 7
General Ledger Report Writer 10
SYSPRO Financials 12
Accounts Payable 13
Accounts Receivable 15
Cash Book 18
Asset Register 20
General Ledger 22
General Ledger Integration 24
Electronic Funds Transfer 25
SYSPRO Distribution 27
Inventory 28
Sales Order 31
Purchase Order 34
GRN Suspense System 37
Landed Cost Tracking 39
Sales Analysis 41
Product Configuration 43
SYSPRO Manufacturing 45
Bill Of Materials 46
Work In Progress 50
Quotations and Estimating 53
Material Requirements Planning 56
Engineering Change Control 59
Executive SYSPRO Training 61
SYSPRO Distribution Overview 62
SYSPRO Finance Overview 63
SYSPRO Manufacturing Overview 64
Education Seminars (Not SYSPRO Related) 65
About EOH and EOH Applications 66
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
OVERVIEW OF EDUCATION AND TRAINING
COURSES OFFERED
SYSPRO Administration & Reporting Duration Price Per
Delegate
System Administration 2 days 3 960
SYSPRO Reporting Services (SRS) – Beginners 1 day 2 200
SYSPRO Reporting Services (SRS) – Advanced 1 day 2 200
General Ledger Report Writer – Beginners 1 day 1 980
General Ledger Report Writer – Advanced 1 day 1 980
SYSPRO Financial Modules Duration Price Per
Delegate
Accounts Payable 1 day 1 980
Accounts Receivable 1 day 1 980
Cashbook 1 day 1 980
Assets Register 1 day 1 980
General Ledger 1 day 1 980
General Ledger Integration 1 day 1980
Electronic Funds Transfer 1 day 1 980
SYSPRO Distribution Modules Duration Price Per
Delegate
Inventory 1 day 1 980
Sales Orders 1 day 1 980
Purchase Orders 1 day 1 980
GRN Suspense System 1 day 1 980
Landed Cost Tracking 1 day 1 980
Sales Analysis 1 day 1 980
Product Configurator 1 day 1 980
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
SYSPRO Manufacturing Modules Duration Price Per
Delegate
Bill Of Materials 1 day 1 980
Work In Progress 1 day 1 980
Quotations And Estimating 1 day 1 980
Material Requirements Planning 2 days 3 960
Engineering Change Control 1 day 1 980
Executive SYSPRO Training Duration Price Per
Delegate
SYSPRO Finance Modules Overview 1 day 2 200
SYSPRO Distribution Modules Overview 1 day 2 200
SYSPRO Manufacturing Modules Overview 1 day 2 200
Education Seminars (Not System / SYSPRO Related) Duration Price Per
Delegate
Planning And Controlling Finished Goods Inventory 1 day 2 750
Master Planning - Sales & Operations Planning & MPS 1 day 2 750
Materials Requirements Planning (MRP) 1 day 2 750
Manufacturing Databases And Their Management 1 day 2 750
Inventory Accuracy 1 day 2 750
Introduction To JIT / Lean And TQM – Including JIT/Lean Game 1 day 2 750
Introduction To Supply Chain Management 2 days 5 500
Forecasting And Demand Management 1 day 2 750
Please note:
All prices exclude VAT (includes lunch, refreshments and course notes).
Discounted block booking rates are available on request.
A minimum of 3 delegates is required in order for a course date to be scheduled.
If less than 3 delegates are booked on a course, then the course can still be scheduled but will be
priced as 3 x the price for the day. Alternatively one on one training can be arranged at our
normal hourly rate of R780 (excluding VAT and travel).
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCPILINE:
SYSPRO ADMINISTRATION AND REPORTING
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO ADMINISTRATION AND REPORTING
MODULE: SYSTEM ADMINISTRATION
System administration refers to the duties performed that ensure the efficient use and performance of
the system. These duties are performed by a System Administrator. The System Administrator's
responsibilities are wide-ranging and vary from one organization to another.
These duties can include:
▲ Installing, supporting and maintaining servers
▲ Installing new hardware and software
▲ Monitoring system security
▲ Managing allocation of operators and passwords
▲ Monitoring disk space and other resource use
▲ Performing backups
▲ Responding to system performance problems and outages.
Duration 2 Days
Price per Delegate R3 960 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO ADMINISTRATION AND REPORTING
SYSPRO REPORTING SERVICES (SRS)
SYSPRO Reporting Services (SRS) provides desktop to the boardroom reporting solution that produces
high-quality professional reports and documents, with the flexibility of customization and the convenience
of archiving and scheduling.
These services enable you to design custom reports to virtually any level of complexity, complete with
tailored reporting options, preferences and layout features such as graphs.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO ADMINISTRATION AND REPORTING
MODULE: SYSPRO REPORTING SERVICES (SRS) BEGINNERS
SYSPRO reporting services (SRS) forms part of the SYSPRO enterprise reporting suite. It incorporates
an embedded version of crystal reports to provide a single, cost-effective solution that simplifies
operational effectiveness.
▲ The Crystal Work Area
▲ Layout
▲ Data Connections
▲ Basic Report
▲ Basic Formatting
▲ Basic Grouping And Sorting
▲ Summary Functions
▲ Previewing Reports
▲ Parameters
▲ Select Expert
▲ Formulas
Duration 1 Day
Price per Delegate R2 200 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO ADMINISTRATION AND REPORTING
MODULE: SYSPRO REPORTING SERVICES (SRS) ADVANCED
SYSPRO reporting services (SRS) forms part of the SYSPRO enterprise reporting suite.
It incorporates an embedded version of crystal reports to provide a single, cost-effective solution that
simplifies operational effectiveness.
▲ Standard SRS Reports
▲ Archiving And Retrieval
▲ Report Components and Locations
▲ Form Designer
▲ Report Scheduler
▲ Building Formulas
▲ Formatting Reports
▲ Enhancing Reports
▲ Creating Pie Charts
▲ Building Cross Tabs And Drill Downs
▲ Writing SQL Statements
▲ Reporting On Excel Data With Crystal reports
Duration 1 Day
Price per Delegate R2 200 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO ADMINISTRATION AND REPORTING
MODULE: GENERAL LEDGER FINANCIAL REPORT WRITER
SYSPRO's Financial Report Writer enables the generation of any number of financial statements in
multiple output formats to meet the requirements of your organization.
Its flexible design capabilities allow reporting from multiple companies, periods and years, thereby
enabling quick and easy comparative analyses.
You can produce consolidated financial reports for multiple SYSPRO companies, using the Financial
Report Writer providing you are sharing the General Ledger files for those companies.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
OBJECTIVES
▲ The purpose of the Financial Report Writer
▲ Which functions and programs are available within the solution
▲ The process flows within this solution
▲ The positioning and integration of this solution
▲ How to use the Report Wizard to create simple financial reports
▲ How to define more complex financial reports with different formats and types of output
▲ How to print financial reports, as well as how to publish reports in both styled and raw XML format
▲ The purpose and use of report options, run-time prompts, columns, detail lines, multi-column
headings, and headers and footers
▲ The purpose of the different total levels and how they are used to print different totals within
reports
▲ The purpose of report variables and how they are used within and across reports
▲ How to use the drill-down features of XML-output reports
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ How to use the in-line editing features of XML-output reports
▲ How the data is sourced for consolidated financial reports and how the consolidated
▲ Reports are printed
▲ How to export and import reports
▲ How to print a summary list of financial reports
▲ How to print the detail definition of a financial report
Duration 1 Day
Price per Delegate R1 980 excl VAT
For Beginners and Advanced Courses:
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
D I S C P I L I N E :
S Y S P R O F I N A N C I A L S
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: ACCOUNTS PAYABLE
The Accounts Payable system provides an efficient method for recording purchases and supplier
invoices as well as making expense distributions. Included are facilities for maintaining, verifying and
reporting supplier account information.
The module offers optional two-step invoice entry that allows users to enter, approve and then pay an
invoice.
Extensive audit trails and journals form an integral part of the module.
Against each supplier, invoice and transaction details are retained from which cash requirements,
forecasting and purchase analysis may be printed. Suppliers can be held in local or foreign currency
and multi-branch accounting is available. In addition, free-format checks and remittances can be
designed.
PRE-REQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
RELATED TOPICS
▲ General Ledger Integration Training Guide: To learn how Accounts Payable information
integrates to the General Ledger
▲ Purchase Orders Training Guide: To learn how this solution integrates information into Accounts
Payable
▲ Cash Book Training Guide: To learn how this solution integrates information into Accounts
Payable
▲ Electronic Funds Transfer Training Guide: To see how the Accounts Payable solution integrates
with electronic payments
▲ General Ledger Training Guide: To learn how Accounts Payable information updates the General
Ledger.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
OBJECTIVES
▲ The process flows within this solution
▲ The positioning and integration of the Accounts Payable module
▲ Add/maintain exchange rates
▲ Add/maintain invoice terms codes
▲ Add/maintain bank
▲ Add/maintain branches
▲ Add/maintain supplier classes
▲ Add/maintain suppliers
▲ Process invoices, debit notes, credit notes, adjustments
▲ Contra invoices
▲ Setup and post permanent entries
▲ Invoice Registration System
▲ Post invoices matching GRN records
▲ Post invoices to a prior period
▲ Process different types of payments
▲ How to offset customer and supplier debt
▲ Revaluate invoices
▲ Convert supplier currencies
▲ Transfer transaction to the General Ledger
▲ Perform pre-month end reporting tasks
▲ Balance the Accounts Payable module
▲ Reset unprocessed journals
▲ How to perform a month end / year end
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: ACCOUNTS RECEIVABLE
The Accounts Receivable system provides an efficient method for recording sales and payments.
Integration to the General Ledger is flexible and the level of integration is dependent on individual
business requirements.
Audit trails and journals are extensive and form an integral part of the module.
Customers can be held in local or foreign currency and multi-branch accounting is available.
Free-format statements can be designed.
Reporting for cash forecasting and sales analysis can be obtained.
Records of all sales and payments received.
Records of what customers are purchasing to identify future sales opportunities
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
RELATED TOPICS
▲ General Ledger Integration Training Guide: To learn how Accounts Receivable information
integrates to the General Ledger
▲ To enhance your knowledge about SYSPRO, we recommend that you review the following
training guides:
Cash Book
General Ledger
Sales Analysis
Sales Orders
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
OBJECTIVES
▲ The process flows within this solution
▲ The positioning and integration of the Accounts Receivable module
▲ Understand what is required to configure the Accounts Receivable solution
▲ Understand Invoice terms and Invoice discounts
▲ Add/maintain exchange rates
▲ Add/maintain invoice terms codes
▲ Add/maintain and print geographic areas
▲ Add/maintain and print product classes and product class descriptions
▲ Add/maintain and print branches
▲ Add/maintain and print salespersons
▲ Add/maintain and print customer classes
▲ Add/maintain customers
▲ Enable customer amendment journals
▲ Print customer amendment journals
▲ Add/maintain and print customer stock codes
▲ Add/maintain and print a list of customer stock code cross references
▲ Process invoices, debit notes, credit notes, adjustments
▲ Add/maintain and print a list of commission codes
▲ Add/maintain and print a list of multiple ship to addresses
▲ Adding initial invoice values to a new customer
▲ Adding sales history to a new customer
▲ Process documents
▲ Process payments
▲ Process multi period payments
▲ Calculate finance charges
▲ Add and query proof of delivery details
▲ Perform exchange rate revaluations
▲ Define master sub-account relationships
▲ Contra customer / supplier invoices
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Setup and post permanent entries
▲ Convert customer currency
▲ Update and maintain sales analysis tables
▲ Update invoice postings and payments to the general ledger
▲ Know what queries are available
▲ Perform the processing and procedures before a Daily/Weekly or Month end
▲ Balance the Accounts Receivable module
▲ Reset unprocessed journals
▲ How to perform a month end / year end
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: CASH BOOK
The Cash Book system allows you to set up multiple banks in both local and foreign currency. You can
run it standalone or integrated with other modules in the SYSPRO system. In addition, one can produce
online checks and remittances, bank reconciliation statements, consolidated statements and a bank
balance report. An electronic bank reconciliation facility is also available.
It provides a daily means of recording details about sundry deposits and withdrawals, maintaining Cash
Book bank balances, reconciling and adjusting entries, and printing online cheques. Entries can be
posted manually or automatically and the amounts can be distributed to a number of ledger accounts,
including those belonging to other companies.
The Cash Book solution provides an efficient way to facilitate the management of cash inflow and
outflow by recording all withdrawals and payments made by organizations. It accurately records all
receipts and payments and keeps a record of the transactions that have been processed by the bank.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Payable and Accounts Receivable
RELATED TOPICS
▲ General Ledger Integration Training Guide: To learn how Cash Book information integrates to the
General Ledger
▲ Account Receivable Training Guide: To learn how this solution integrates information into Cash
Book
▲ Accounts Payable Training Guide: To learn how this solution integrates information into Cash
Book
▲ Electronic Funds Transfer Training Guide: To see how the Cash Book solution integrates with
electronic payments
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
OBJECTIVES
▲ The process flows within this solution
▲ The positioning and integration of the Cash Book module
▲ Add/maintain and print currencies
▲ Add/maintain and print a list of bank and bank balances
▲ Process deposits, withdrawals and adjustments in local and foreign currency.
▲ Process an inter-company transfer.
▲ Process an interbank transfer.
▲ Add, print and post permanent entries and a projection entry.
▲ Reconcile transactions.
▲ Process transactions to a prior period.
▲ Print a currency variance report relating to revaluations.
▲ Add, change and delete models and collectors for Cash Flow Forecasting.
▲ Integrate payments from Accounts Payable and Receivable into Cash Book.
▲ Post Cash Book entries into the General Ledger.
▲ Enable permanent entries in the Cash Book Setup.
▲ Add\maintain and post permanent entries.
▲ Know how to reconcile cash book entries.
▲ Print a reconciliation statement
▲ Print and update a currency variance report
▲ Add a Cash Flow Model.
▲ Add, change and delete a Cash Flow collector
▲ Transfer transactions to the General Ledger
▲ How to perform a month end / year-end Balance the Cash Book module
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: ASSET REGISTER
The primary purpose of the Assets Register solution is to manage and control your asset investment.
The module provides for additions, acquisitions, disposals, asset counts, tax and book value
depreciation, and depreciation adjustments. You can also record costs incurred in the maintenance of
assets against the individual asset concerned.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
RELATED TOPICS
▲ General Ledger Integration Training Guide: To learn how Assets Register information integrates
to the General Ledger
OBJECTIVES
▲ The process flows within this solution
▲ The positioning and integration of the Accounts Payable module
▲ Add/maintain Assets Branches
▲ Add/maintain Cost Centres
▲ Add/maintain Depreciation Codes, as well as understand the different depreciation methods
▲ Add/maintain Groups
▲ Add/maintain Locations
▲ Add/maintain Types
▲ Add/maintain Owners
▲ Add/maintain Statuses
▲ Add/maintain Mechanics
▲ Add/maintain Expense Codes
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add asset master information and process the acquisition of new assets.
▲ Link sub-assets to master assets.
▲ Dispose of an asset.
▲ Process asset revaluations.
▲ Transfer assets.
▲ Adjust the depreciation for an asset.
▲ Post transactions of costs incurred against an asset.
▲ Make manual adjustments to expense code costs.
▲ Post labour hours against an asset.
▲ Use the Capex system to bring assets into the assets register.
▲ Use the Asset Count system
▲ Distinguish between the different types of asset reports.
▲ Query information against an asset
▲ Change the company date
▲ Post units on which statistical EUL depreciation for the period must be based
▲ Run the asset depreciation calculation
▲ Process asset depreciation adjustments
▲ Balance the Assets to the General Ledger
▲ Perform a period end in Assets
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: GENERAL LEDGER
The general ledger is the core of your company's financial records and every transaction flows through
the general ledger.
These records remain as a permanent track of the history of all financial transactions.
The General Ledger creates an audit trial, making it easy for auditing purposes.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of General Ledger Integration
OBJECTIVES
▲ The process flows within this solution
▲ The positioning and integration of the General Ledger module
▲ Add, maintain and print Groups
▲ Add new Ledger codes
▲ Add statistical Ledger codes
▲ Copy Ledger accounts for a new branch
▲ Add a journal source to be used with user-defined journals
▲ Use the Budgets function to enable you to enter up to ten different budgets
▲ Add a manual, fixed or variable budget to an existing ledger code
▲ Change the description of an alternate budget
▲ Copy one budget to another with a percentage increase
▲ Enable Commitment Accounting.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Discuss the purpose of each of the following features/functions:
Journals
Account analysis
Weighted transfers
Alternate currency
Revaluation
Structured general ledger
▲ Print the General Ledger reports
▲ Perform a GL Query
▲ Understand the reason for financial analysis
▲ Perform a Financial Ratio Query
▲ Perform a Du Pont Analysis Query
▲ Perform a Working Capital Cycle Query
▲ View the Financial Statement Query
▲ How to perform a month end
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: GENERAL LEDGER INTEGRATION
You can define which modules (sub-ledgers) to link to the General Ledger and the level of detail to be
recorded for the transactions in the General Ledger. In addition, you can select to post journals created
from transactions in the sub-ledgers automatically into the General Ledger, without operator
intervention. This provides a real-time General Ledger.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1).
▲ You need to have knowledge of General Ledger
OBJECTIVES
▲ The process flows within this solution
▲ The General Ledger Integration mechanisms within SYSPRO.
▲ The Implementation requirements for General Ledger Integration
▲ The different General Ledger Integration accounts
▲ General Ledger Integration error handling
▲ The different Integration reports
▲ The various methods of General Ledger Integration
▲ The process for manual Integration
▲ The process for creating the GL journal
▲ The process for posting the GL journal
▲ The process for automatic Integration
▲ The process for balancing the sub-ledgers to the General Ledger
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: SYSPRO FINANCIALS
MODULE: ELECTRONIC FUNDS TRANSFER
Electronic funds transfer (EFT) allows transfer of funds electronically.
EFT is a transaction that allows banks to have premium payments drawn directly from their bank
accounts, eliminating the need to write cheques. EFTs simplify record keeping, eliminate postage fees,
and reduce bank processing charges.
The Electronic Funds Transfer (EFT) solution is designed to interface specifically with the Account
Payable and Cash Book solutions, allowing for electronic payments to be processed for Accounts
Payable suppliers and user-defined Cash Book beneficiaries.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Payable and Accounts Receivable
OBJECTIVES
▲ Understand the process flows within this solution
▲ Understand the positioning and integration of the Electronic Funds Transfer solution
▲ Enable EFT from the Setup
▲ Enable foreign currency cash book
▲ Add a local currency bank with EFT details
▲ Copy an EFT remittance format
▲ Add and amend a cash book beneficiary
▲ Print a cash book amendment journal
▲ Select a supplier for EFT payments
▲ Process EFT cash book beneficiary payments
▲ Release EFT cash book beneficiary payments
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Remove an EFT cash book beneficiary payment
▲ Check that Accounts Payable is integrated to Cash Book
▲ Process EFT payments in Accounts Payable
▲ Release EFT cash book payments
▲ Print a list of pending EFT payments
▲ Print a list of selected EFT payments
▲ Extract EFT payments into a single batch for payment by the bank
▲ Print a list of completed EFT payments
▲ Re-extract information for an EFT batch payment
▲ Void an EFT payment
▲ Distinguish between the different types of reports used in the EFT solution.
▲ Print the EFT extract journal report.
▲ Query EFT information against the Bank Query.
▲ Define the number of months to retain EFT history.
▲ Purge EFT transactions.
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
D I S C P I L I N E :
D I S T R I B U T I O N
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: INVENTORY
Inventory is the heart of the system and Integrates with Purchase Orders, Sales Orders, Work in
Progress, Bill of Materials and General Ledger.
The Inventory system provides an efficient method for recording all movement types which affect
Inventory. Included are facilities for maintaining, verifying and reporting Inventory item master
information. This provides management with a tool to manage Inventory.
To ensure that the physical stock and the computer stock are accurate, stock takes should be taken on
a regular basis. The frequency of the stock take will be determined by the nature of the business.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Purchase Orders, Sales Orders, Work in Progress and Bills of
Material
OBJECTIVES
▲ Understand the purpose of a warehouse as well as adding a new warehouse
▲ State the purpose of stock codes
▲ Enable Inventory amendment journals
▲ Add a new stock code
▲ Copy a new stock code from an existing one
▲ Copy a stock code to a new warehouse
▲ State the purpose of an Alternate Stock Code
▲ Add Alternate Stock Code
▲ Add an Alternate Supplier
▲ Add a buyer and link it back to a stock code
▲ Add a planner and link it back to a stock code
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add initial sales history
▲ Add initial aged valuation
▲ Define a costing Unit of Measure
▲ Add a cost Unit of Measure.
▲ State the purpose of an approved manufacturers list and parts
▲ Add an approved manufacturer to the approved manufacturers list
▲ Add approved manufacturers part number
▲ Inventory Movements
▲ Multi-period accounting
▲ Backflushing
▲ Multiple bins
▲ Goods in Transit and Warehouse transfers
▲ Serial Tracking System
▲ Lot Traceability
▲ Stock Take System
▲ Pricing
▲ Minimum quantity calculation
▲ To Integrate Inventory to the General Ledger
▲ To run the GL Integration program
▲ Identify the different report types
▲ To print a list of Inventory transactions
▲ List the queries available in this solution
▲ Query Inventory information
▲ Add notations against a Stock Code
▲ Perform pre-month end reporting tasks
▲ Balance Inventory
▲ Reset unprocessed journals
▲ Perform a month end
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
TASKS NOT COVERED IN THIS GUIDE
▲ Configuration steps relating to Implementation
▲ Manufacturing units of measure
▲ Goods Received Notes system processing will be covered in full in the GRN Suspense
▲ Training Guide
▲ Lot Traceability processing will be covered in full in the Lot Traceability Training Guide
▲ Purging records.
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: SALES ORDER
The Sales Orders system is the heart of the distribution section of SYSPRO.
It enables the capture of Sales Orders in a variety of user-defined formats for a variety of
Purpose, namely to allocate stock; maintain back orders; produce picking slips, confirm orders, process
inter-branch transfers, supply chain transfers and/or invoices, as required.
This system offers full invoicing with back order facilities, as well as online or batch documents.
An available-to-promise query can be accessed and a supplier/customer stock code to SYSPRO stock
code cross-reference is available.
Various pricing methods are offered within this module, including specific contract setup with a
customer for specific products over a defined period of time.
In the event of stock shortages, stock can be replenished automatically by raising a Purchase
Order, or creating a supply chain transfer from a supplying warehouse, or creating a job for made-in
items.
An extensive credit and terms checking facility exists, which can be tailored according to specific
requirements.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Receivable
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
OBJECTIVES
▲ Understand the process flow of Sales Orders
▲ Understand the purpose of a selling unit price of measure
▲ Add a selling price unit of Measure
▲ Add a standard comment and print a list of comments
▲ Add a shipping instruction and print a list of these instructions
▲ Understand the purpose of order types
▲ Add a sales order type and print a list of order types
▲ Enable order type validation
▲ Understand the purpose of reason codes
▲ Add, update and print a list of reason codes
▲ List the different types of sales order entries
▲ Understand the use of different types of sales order entries
▲ Understand when to use the sales order entry types
▲ Process all types of sales order entries
▲ Print the required documents individually and in batch mode
▲ Understand the purpose of customer rules
▲ Add customer rules against a customer
▲ Consolidate sales orders
▲ Understand the purpose of service charges
▲ Add service charges that can be included on a customer's sales order
▲ Understand the purpose of back orders
▲ Review and release back orders
▲ Reserve stock and release the reserved stock
▲ Add pricing contracts for specific customers and buying groups
▲ Understand the purpose of dispatch notes
▲ Process transactions using the Dispatch Notes system
▲ Understand the purpose of Load Planning
▲ Setup and process transactions in Load Planning
▲ Post prior period transactions
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add a quote using Quick Entry and convert the quote to a sales order
▲ Adding of Scheduled Order Allocation
▲ List the reports available in Sales Orders
▲ List the queries available in Sales Orders
▲ Query Sales Order, invoice and Sales Order intake information
▲ Understanding period end processing requirements
▲ Indicate archiving requirements for Sales Orders
▲ Purge Sales Orders
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: PURCHASE ORDER
The Purchase Order system provides an efficient method for recording inventory requisitions from
users and purchases from suppliers. Included are facilities for maintaining, verifying and reporting
supplier delivery performance reports as well as supplier contracts
A Goods Received Notes Suspense System (GRN) for Accounts Payable invoice matching, as well as
a Requisition System is also available. Goods can be received directly into a warehouse or can go
through an inspection phase.
Various pricing mechanisms can be used, such as contracts with suppliers, foreign prices, the
warehouse cost or last cost from the supplier.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Payable and GRN Suspense
OBJECTIVES
▲ Understand the process flow of Purchase Orders
▲ Understand the positioning and integration of the solution
▲ Enable supplier amendment journals
▲ Add default values for a supplier
▲ Add a supplier
▲ Add and maintain a currency
▲ Add an alternate delivery address
▲ Add a price unit of measure
▲ Add comments against a purchase order, supplier and stock code
▲ Add an order discount
▲ Print all the related master listings
▲ Add a Capex code
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add a requisition user
▲ Print all documents related to requisitions and requisition users
▲ Add a requisition
▲ Approve a requisition
▲ Re-route a requisition
▲ Enable group approval
▲ Add a requisitions groups
▲ Add a group approval limit
▲ Enable an approval budget
▲ Add a user to a group
▲ Add a group budget
▲ Enable stores requisitions
▲ Add an expense issue requisition
▲ Post an approved expense issue
▲ Add a transfer requisition
▲ Post an approved supply chain transfer
▲ Create requisition in back order review
▲ Print a list of requisition users and requisitions
▲ Query a requisition
▲ Cancel a requisition
▲ Purge a requisition
▲ Add a local currency purchase order
▲ Add a foreign currency purchase order
▲ Add non-merchandise charges
▲ Enable the GRN system
▲ Receipt in purchase orders
▲ Receipt a purchase order into inspection
▲ Receipt an inspection item into stock
▲ Print purchase orders
▲ Enable the supplier/stock code cross reference feature
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add a supplier/stock code cross reference
▲ Import supplier/stock code cross reference information
▲ Adding a supplier contract price
▲ Select supplier price during purchase order entry
▲ Running a global expiry date update
▲ Print purchase order contract price list
▲ Purge expired contract price
▲ Select if manual purchase orders can be added to blanket purchase orders
▲ Define blanket purchase orders in use against a supplier
▲ Add a blanket purchase order contract
▲ Maintain the delivery schedule for a contract
▲ Release purchase orders
▲ Creating purchase orders from a single contract
▲ Creating purchase orders from multiple contract
▲ Query blanket purchase orders
▲ Receipt in standing orders
▲ Print the relevant documents
▲ Export blanket purchase orders
▲ Purge expired orders
▲ Identify the different types of reports
▲ Perform a purchase order query
▲ Understand Period End processing requirements
▲ Purge Purchase Orders
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: GRN SUSPENSE SYSTEM
The GRN Suspense system enables you to electronically reconcile delivery values with supplier invoice
values, raise accruals within the correct financial period and track cost and purchase price variances.
This enables you to keep tight control over your purchasing costs for raw materials and other goods
and services and ensure that you are paying only for what was authorized and actually delivered.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Payable
OBJECTIVES
▲ Understand the process flow of Sales Orders
▲ Enable the GRN Suspense system
▲ Enable batch printing for inventory documents which includes purchase order receipts with
GRN'S
▲ Set up the variance for GRN's
▲ Enable GRN Suspense against a supplier
▲ Receipt in purchase orders with GRN suspense selected
▲ Receipt items into inspection with GRN suspense selected
▲ Enable the cost multiplier during receipts
▲ Receipt in purchase orders with a cost multiplier and GRN suspense
▲ Apportion non-merchandise charges
▲ Adjust GRN's
▲ Import GRN's
▲ Distinguish between audit trails and management reports for the GRN Suspense system
▲ Identify the reports printed in the GRN Suspense System
▲ List the queries in which GRN transaction details can be viewed
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Query GRN details against suppliers and purchase orders
▲ Identify the procedures that need to be performed on a weekly basis
▲ Print and reconcile the audit trail reports
▲ Reconcile the GRN Suspense system to the General Ledger
▲ Purge GRN transactions
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: LANDED COST TRACKING
The Landed Cost Tracking system aids the calculation of a more accurate actual cost at which to
receive imported goods. It provides an actual cost comparison to the various estimates made during
the procurement cycle and enables the archiving of completed shipments and associated costs.
The Landed Cost Tracking module integrates with Inventory, Purchase Orders, Sales Orders and
Accounts Payable.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Payable, Inventory and Purchase Orders
OBJECTIVES
▲ Understand the process flow of Landed Cost Tracking
▲ Understand the positioning and integration of the Landed Cost Tracking solution
▲ Know what is needed to set up landed cost tracking in other modules
▲ Enter different routes and print out a listing of existing routes
▲ Decide on and create new nationality codes and link these back to the relevant supplier
▲ Know how to enter tariff codes received from your authorities and link them back to the relevant
stock codes
▲ Print a listing of existing tariff codes
▲ Decide on the element codes that you need and how to enter them into the system
▲ Print a listing of element codes entered into the system
▲ Enter currency exchange rates received from customs each day to be used in calculations
▲ Converting foreign currency values to local currency. Print a listing of these exchange rates
▲ Enter constant codes that are used in calculations
▲ Print a listing of all constant codes
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Decide on and enter calculation codes as well a printing a list of existing calculation codes
▲ Add bill of landed costs to a stock code/route combination
▲ Print out a list of existing bill of landed costs
▲ Attach fixed costs to a bill of landed costs
▲ Copy an existing bill of landed costs to another stock code/route combination
▲ Perform shipment tracking entries with shipment advices
▲ Understand how the expected costs are calculated
▲ Print shipment tracking reports
▲ Adding sundry items to shipments
▲ Print Sales Order Action report to advise customers when their goods will arrive
▲ Calculating new landed costs
▲ Register invoices for shipping costs
▲ Receipting shipments into stock
▲ Archiving completed shipments
▲ Identify the different types of reports
▲ Know what queries are available
▲ Archive completed shipments
▲ State under which circumstances shipments cannot be archived
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: SALES ANALYSIS
The Sales Analysis system is the focal point for the accumulation of sales data generated from other
modules. Sales history is accumulated in a wide variety of user-defined formats such as salesperson,
product class, customer, warehouse, geographic area, customer class, stock code, order type and
branch. Information can be displayed in bar charts or reports. Various targets can be entered based on
user-defined groupings.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have knowledge of Accounts Receivable and Sales Orders
OBJECTIVES
▲ Add a sales analysis summary key type
▲ Recreate sales history
▲ State the purpose of a branch, geographic area, product class and salesperson
▲ Add a branch, geographic area, product class and salesperson and print the master listings for
these programs
▲ Define departments
▲ Add a department and link a department to a product class
▲ List the transactions that can be processed in Sales Analysis
▲ State what a sales target is
▲ Add sales targets
▲ Print the relevant reports
▲ Update your sales analysis tables
▲ Distinguish between management reports, sales target and tax reports
▲ Print a variety of different sales analysis reports
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Query sales information by customer or product class
▲ Understand the daily, monthly and yearly procedures for Sales Analysis
▲ Know what audit trails are available in Sales Analysis and how to balance them back to the
Accounts Receivable control record
▲ Understand period end processing requirements, including update and purge routines
▲ Perform a sales analysis period end and update
▲ Perform a purge function
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: DISTRIBUTION
MODULE: PRODUCT CONFIGURATION
The Product Configurator system provides a rules-based configurator that will primarily help companies
efficiently process products that are manufactured-to-order, assembled-to-order or sold in many
configurations.
Pre-defined user configurations are set up to control the configuration process and eliminate invalid
product options and options relationships. The configuration can be set up to create a stocked parent
part, non-stocked parent or both.
Once the parent has been defined, non-technical people can use a Wizard to create a viable
customized product for a bill of material, job, sales order, estimate, quote or a combination of these.
You can also retain libraries of commonly configured items.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
OBJECTIVES
▲ Add static details to a new configuration.
▲ Add and maintain selection criteria.
▲ Enter invalid selection criteria.
▲ Add options.
▲ Add components and operations with dependencies to a configuration.
▲ Run the Configurator Wizard to test your configuration.
▲ Add cost and selling price to a non-stocked item.
▲ Print a list of configurations.
▲ Add an advanced configuration using calculations and allowing the system to create the stock
code.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Use a configuration in the following modules:
Sales orders
Quotations
Work in Progress
Bill of Materials
▲ By completing this chapter, you should be able to purge configurations.
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
D I S C P I L I N E :
M A N U F A C T U R I N G
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: MANUFACTURING
MODULE: BILL OF MATERIALS (BOM)
The Bill of Materials system enables you to construct quantity or percentage relationships between
assemblies (final product) sub-assemblies (bulk batches) and components (raw materials) using up to
15 levels and you can assign each component (raw material) to a selected operation in the parent
routing.
You can model the routing (i.e. the relationship between work centres and the time taken by the various
elements of capacity usage) of the product to accommodate varying size batches, milestone
operations, progressive scrap and dynamic elapsed times. The routing can also include information on
tooling, operator skill levels, operation instructions, testing requirements, etc.
The complete bill forms the basis for material and capacity planning, shop floor control and costing. Full
bill of material costing and what-if costing facilities are provided and you can implement product change
control if you use Bill of Materials in conjunction with the Engineering Change Control system.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ Stock code information is captured in the Stock Code Maintenance program and impacts on
numerous programs in the various manufacturing modules. It is therefore recommended that you
are familiar with the terms listed below :
DESCRIPTIVE
Warehouse to use
Part Category (familiarize yourself with the different types of part categories)
Specific gravity
REPLENISHMENT
Lead time (days)
Dock to stock (days)
Supplier
Batching rule
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
Economic batch quantity (EBQ)
Pan size
Fixed time period (days)
Buyer
PRODUCTION
Master production schedule
MPS item
Statistical item
Gross requirements
Gross requirements rule
Percentage yield
Manufacturing quantity basis
Floorstock
Bulk issue item
Batch bill of materials
Manufacturing lead time (days)
Planner
Resource code
WIP ledger control account
Default job classification
TRACKING
Lot traceability - Inspection required
Engineering change control
SALES
Make to order
Kit type
Demand time fence (days)
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
TERMINOLOGY REQUIREMENTS FOR A BETTER UNDERSTANDING OF BOM
Run time calculation methods
Productive unit
Elapsed times
Milestone operations
Queue time
Capacity
Bill of Materials costing
Manual cost
Employee cost
Cost Implosion
OBJECTIVES
▲ Understand basic manufacturing concepts
▲ Discuss the concept Bill of Materials (BOM)
▲ Explain the process flows for Bill of Materials
▲ Discuss the SYSPRO's Bill of Materials solution
▲ Understand the positioning and integration of the solution
▲ State the purpose of and add cost centres
▲ State the purpose of and add work centres
▲ State the purpose of and add a work centre move matrix
▲ State the purpose of and add work centre capacity calendar
▲ State the purpose of and add standard narrations
▲ Add a machine
▲ Add a tool set
▲ Add an employee
▲ Perform various structure and routing tasks
▲ Enable and use alternate routings
▲ Add subcontract operations
▲ Using the structure validation replace one component with another in a single BOM
▲ Replacing one component with another throughout the entire system
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Understand different costing methods in Bill of Materials i.e. Bill of Material; What if and
Employee costing
▲ Understand the lead time calculation: manual vs system
▲ Running the trial kitting and multi-level trial kitting programs
▲ Understand and capture planning bills
▲ Enable and create structures and routings for batch bill of materials
▲ Understand kit parts
▲ Understand phantoms
▲ Understand by-products
▲ Understand co-product
▲ Identify the different types of reports
▲ Know what queries are available
▲ Run a report
▲ View a query
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: MANUFACTURING
MODULE: WORK IN PROGRESS
The Work in Progress system enables you to post material usage and labour in real time and in batch
mode. It also enables variance reporting to be produced between estimated costs and actual costs of
each job.
Work orders may be added for stocked items (with a bill of materials) stocked items without a bill of
materials or non-stocked items. These work orders can create a bill of jobs for all relevant sub-
assemblies down the BOM chain.
Labour transactions can be posted through kit issues, manually or imported into the system from a data
collection interface.
Material allocations can be issued to a job through kit issues or manually and optionally allow for the
substitution of a material allocation when performing kit issue
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ It is recommended that you have worked through and understand Inventory and Bill of Materials
OBJECTIVES
▲ Explain the process flows within this solution
▲ Understand the positioning and integration of the solution
▲ State the difference between a cost centre and a work centre
▲ Add an internal cost centre
▲ Add a work centre
▲ Add a machine
▲ Add an employee
▲ State the purpose of a non-productive code
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Add a non-productive code
▲ Define scrap
▲ Add a scrap reason code
▲ Define a job class
▲ Add a job class
▲ Define daily capacity records for a work centre
▲ Add jobs for stock and non-stock items as well as for repairs
▲ Copy a job and put a job on hold
▲ Adding a job with progressive scrap
▲ Confirm jobs
▲ Process suggested purchase orders using the Trial Kitting program
▲ Process suggested purchase orders using the Advanced Trial Kitting program
▲ Identify overloads when doing load levelling and how to fix the overloads
▲ Kit issue material, labour and specific material issues
▲ Post labour to a job with and without non-productive time or scrap
▲ Import labour postings
▲ Use the employee costing function to assign rates against an employee and post labour using the
employee rate
▲ Part bill customers for non-stocked items
▲ Process job receipts using different cost basis
▲ Import a job receipt
▲ Close stocked jobs
▲ Create and maintain links between a master job and sub jobs within a bill of jobs
▲ Receipt a job into inspection
▲ Create and view dynamic block and rate run time methods
▲ Work with concurrent manufacturing operations
▲ Perform a prior period posting
▲ Integrate transactions to the general ledger
▲ Identify which reports are available in the Work in Progress solution
▲ Print a WIP Valuation report
▲ Know which query programs are available in the Work in Progress solution
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Query a Job
▲ Query the WIP At a Glance information
▲ Perform pre-month end reporting tasks
▲ How to balance WIP
▲ Maintain the next archive number and the destination folders for the elements of SYSPRO that
can be archived
▲ Understand period end processing requirements, including balancing, month end, year end and
purge routines
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: MANUFACTURING
MODULE: QUOTATIONS AND ESTIMATING
The Quotations system enables the entry and maintenance of quotations, the printing of free-format
quotations and, upon confirmation of the quote by the client, the confirmation of the details into Work in
Progress, Sales Orders and Purchase Orders.
The Quotations module generates quotes, which emulate sales orders, with up to five quotation
quantities per line.
Prices are calculated through price mark-ups based on a percentage of individual labour/material costs,
and/or using a specified rate indicator for labour and/or using an entered price for material. In addition
three global mark-up percentages can be entered all labour, material and the total.
When the quotation is accepted, it can be used to record a sales order and, where necessary, a chain
of master and sub-jobs to support it. Purchase requisitions and purchase orders can be created for
special bought-out items or when shortages exist for bought-out items anywhere in the sales order/job
chain.
Besides using the Quotations module for quoting, SYSPRO has a simplified quoting system that can be
used within Sales Order Entry, called Quick Entry. You use the Quick Entry function to enter quotes in
a rapid and effective manner without having to enter all the details associated with the entry of a normal
order. It is ideally suited to a telesales environment, where speed of entry is important and the facility to
enter a quote rather than an order is vital. The quote can be stored for retrieval at a later stage and
then converted into an order for a specific customer.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ You need to have worked through Inventory, Sales Orders, Purchase Orders, Bill of Materials
and Work in Progress.
OBJECTIVES
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Explain the process flows within this solution
▲ Understand the positioning and integration of the solution
▲ Define the next quotation number
▲ Add a salesperson and print a list of salespersons
▲ Add a buyer and link the buyer to a stock code as well as printing a list of buyers
▲ Add a planner and link the planner to a stock code as well as printing a list of planners
▲ Add a cost centre and print a list of cost centres
▲ Add a subcontract cost centre
▲ Add a work centre and print a list of work centres, as well as a list of work centres where used
▲ Add a subcontract work centres
▲ Update work centre information
▲ Add work centre move matrix
▲ Add and maintain work centre capacity for normal and subcontract work centres
▲ Enable standard narrations, add a standard narration and print a list of standard narrations
▲ Add and print a list of machines
▲ Add tool set information
▲ Add and print a list of employees
▲ Setup actual costing for labour posting
▲ Add reason codes for cancelling quotations
▲ Add non-stocked bought out and made in codes
▲ Set line and customer detail preferences
▲ Add a single and multiple offer quotation
▲ Print a single and multiple offer quotation
▲ Add estimates
▲ Maintain a quotation
▲ Confirm a quotations
▲ Cancel a quotations
▲ Add an estimate and quotation using auto numbering
▲ Highlight the master listing reports available in Quotations
▲ Query quotation information
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Remove quotations which are no longer required from the system
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: MANUFACTURING
MODULE: MATERIAL REQUIREMENTS PLANNING
The Requirements Planning system (with its online MPS and Job, Purchase Order, and Supply
Chain Review programs) enables straight-forward conversions of the suggestions from the
Requirements Calculation results, to live data.
It is a bucket less system which provides the facilities to run 'what-if' scenarios. Variable planning
intervals and user-defined planning horizons offer further flexibility.
Dynamic capacity profiling, load levelling and single-level forward finite scheduling enable you to
assess the impact of suggested jobs on your existing capacity loads.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ It is recommended that you have worked through and understand Inventory Forecasting, Sales
Orders, Quotations, Work in Progress, Purchase Orders and Bill of Materials
OBJECTIVES
▲ Explain the process flows within this solution
▲ Understand the positioning and integration of the solution
▲ Discuss material requirements planning
▲ List the three activities involved in material requirements planning
▲ Discuss the process flow around material requirements planning
▲ State the positioning of this solution
▲ List the SYSPRO solutions which integrate with Material Requirements Planning
▲ Add and maintain forecasts
▲ Add multiple forecasts
▲ Delete multiple forecasts
▲ Import forecasts
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Export forecasts
▲ Print the forecast amendment journal and lists of forecasts reports
▲ Extract initial build schedule
▲ Create build schedule records
▲ Transaction Processing
▲ Delete multiple build schedules
▲ Import and export build schedules
▲ Create master production schedules on-line
▲ Print various master production schedule reports
▲ Discuss Available to Promise
▲ Take a snapshot
▲ Review and update live purchase orders and purchase order requisitions
▲ Review and update live blanket purchase orders
▲ Review and update existing/suggested jobs
▲ Review and update suggested supply chain transfers
▲ Extract initial build schedule
▲ Create build schedule records
▲ Delete multiple build schedules
▲ Import and export build schedules
▲ Create master production schedules on-line
▲ Print various master production schedule reports
▲ Discuss Available to Promise
▲ Take a snapshot
▲ Review and update live purchase orders and purchase order requisitions
▲ Review and update live blanket purchase orders
▲ Review and update existing/suggested jobs
▲ Review and update suggested supply chain transfers
▲ Explain the difference between Manual Scheduling and Forward Finite Scheduling
▲ Discuss Load Levelling
▲ Restore the original dates of purchase orders and requisitions
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ Analyse the capacity utilization of work centres
▲ Manually schedule capacity for a work centre
▲ Run the Forward Finite Scheduling program
▲ Print the various action reports
▲ Explain resource planning
▲ Add and maintain resource components or parents
▲ Capture and maintain resource structures
▲ Create a resource demand file
▲ Resource components held in the resource planning demand file
▲ Print the various resource planning reports
▲ Discuss reports and queries
▲ Identify the reports used in Requirements Planning
Duration 2 Days
Price per Delegate R3 960 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
DISCIPLINE: MANUFACTURING
MODULE: ENGINEERING CHANGE CONTROL
The Engineering Change Control system gives manufacturers ready access to documentation on prior
product versions. In this manner, the manufacturer can address questions relating to product defects in
older product versions.
Comprehensive ECC documentation also enables manufacturers to easily revert to the production of
prior product versions, if necessary, to suit the requirements of a particular customer or conform to
regulatory requirements.
Engineering Change Control helps you improve the management of engineering changes to your
products. It achieves this through various features and processes - the essence of which is the
Engineering Change Order process (ECO) process.
The Engineering Change Order process is a workflow type subsystem, intended to replace the paper
trail that typically accompanies any changes to product design data. If a product is under the control of
ECC, then any maintenance to a bill of material and/or routing of the product can be accomplished only
by means of a current ECO.
PREREQUISITE KNOWLEDGE
▲ Be familiar with navigating within the SYSPRO product
▲ Navigating around SYSPRO Help from the SYSPRO main menu (F1)
▲ It is recommended that you have worked through and understand Inventory, Sales Orders, Work
in Progress, Purchase Orders and Bill of Materials
OBJECTIVES
▲ Explain the process flows within this solution
▲ Understand the positioning and integration of the solution
▲ State what an Engineering change order is.
▲ Add an engineering change order.
▲ Add a note to an engineering change order.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
▲ State what the ECC Change Order Actions program is used for.
▲ Action an engineering change order
▲ State which program is used to archive ECC bill of materials. State when you archive and ECC
bill of materials.
▲ Archive an ECC bill of materials.
Duration 1 Day
Price per Delegate R1 980 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
The overall objective of these courses is to assist you with understanding the main aspects
of SYSPRO, on tactical and strategic levels.
These courses have been designed specifically for management who require a high level
understanding of SYSPRO, in the quickest time possible.
Three SYSPRO Disciplines, namely Finance, Distribution and Manufacturing
will be studied over 3 days.
E X E C U T I V E S Y S P R O T R A I N I N G
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
EXECUTIVE SYSPRO TRAINING
SYSPRO DISTRIBUTION OVERVIEW
The SYSPRO Distribution overview provides a high level knowledge of all the Distribution modules. This
overview is advantageous to SYSPRO users who aren’t involved with processing tasks on SYSPRO, but
require an understanding thereof and how the associated Distribution modules integrate into the General
Ledger.
OBJECTIVES
▲ Cover transaction processing within each module in the Distribution Discipline
▲ Integration of each module to the General Ledger
▲ Period end processing audit trials and reports relating to each module
SYSPRO MODULES
▲ Inventory
▲ Sales Orders
▲ Purchase Orders
▲ Sales Analysis
▲ GRN Suspense System
▲ Product Configurator
Duration 1 Day
Price per Delegate R2 200 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
EXECUTIVE SYSPRO TRAINING
SYSPRO FINANCE OVERVIEW
The SYSPRO Finance overview provides a high level knowledge of all the Finance modules. This overview
is advantageous to the financial role-players who aren’t involved with processing tasks on SYSPRO, but
require an understanding thereof and how the associated Financial modules integrate into the General
Ledger.
OBJECTIVES
▲ Cover transaction processing within each module in the Financial Discipline
▲ Integration of each module to the General Ledger
▲ Period end processing
▲ Audit trials and reports relating to each module
SYSPRO MODULES
▲ Accounts Payable
▲ Accounts Receivable
▲ Cash Book
▲ Electronic Funds Transfer
▲ General Ledger
▲ Assets Register
▲ Landed Cost Tracking
Duration 1 Day
Price per Delegate R2 200 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
EXECUTIVE SYSPRO TRAINING
SYSPRO MANUFACTURING OVERVIEW
The SYSPRO Manufacturing overview provides a high level knowledge of all the Manufacturing modules.
This overview is advantageous to the users who aren’t involved with processing tasks on SYSPRO, but
require an understanding thereof and how the associated Manufacturing modules integrate into the General
Ledger.
OBJECTIVES
▲ Cover transaction processing within each module in the Distribution Discipline
▲ Integration of each module to the General Ledger
▲ Period end processing
▲ Audit trials and reports relating to each module
SYSPRO MODULES
▲ Bills of Material
▲ Work in Progress
▲ Quotations and Estimating
▲ Material Requirement Planning
▲ Engineering Charge Control
Duration 1 Day
Price per Delegate R2 200 excl VAT
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
EDUCATION SEMINARS (NOT SYSPRO RELATED)
▲ Planning and controlling finished goods inventory
▲ Master planning - sales & operations planning & MPS
▲ Materials requirements planning (MRP)
▲ Manufacturing databases and their management
▲ Inventory accuracy
▲ Introduction to JIT / Lean and TQM – including JIT/Lean game
▲ Introduction to supply chain management
▲ Forecasting and demand management
Please refer to page 4 for more details.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
CONSULTING
G ▲ Knowledge services ▲ Business operations
improvement ▲ IT strategy ▲ IT architecture ▲ Project management ▲ Change management
▲ Enterprise Applications ▲ Information management ▲ Information security
management ▲ IT management and
optimisation ▲ Software development and
integration ▲ Industrial technologies ▲ Digital
▲ Transformational outsourcing
▲ Managed services ▲ Cloud services ▲ Network and hosting ▲ Business process
outsourcing ▲ Human capital solutions
TECHNOLOGY
OUTSOURCING
ABOUT EOH
EOH provides business and technology solutions across all major industry verticals. Our
business model embraces consulting, technology and outsourcing. These services are applied to provide
high value, end to end solutions for our clients.
EOH differentiates itself on the quality of its people. Our people combine best business practices
with state of the art technologies that ensure delivery of optimum client solutions. EOH not only designs
and builds world class solutions; we also run these systems and solutions on behalf of our clients,
through our outsourcing services.
The lines of business are clustered around consulting, technology, technology outsourcing and business
process outsourcing.
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
ABOUT EOH APPLICATIONS
EOH Applications offers comprehensive solutions embraced with advanced knowledge and skills,
together with world-class technology products. Its main focus is to enable businesses to operate without
barriers, so the right data and functionality is available to the right people and through the most efficient
channels.
EOH Applications’ consultants partner with clients to define their needs, understand the benefits of an
ERP and provide leadership and advice with the selection of an ERP, its deployment and subsequent
operation.
Services are currently provided on-site and remotely to over 700 clients, across the commercial and
industrial markets located across Southern Africa.
Service offering
Process definition and improvement, focussed on IT but able to extend to business consulting.
Sales, implementation and technical skills using our successful implementation methodology.
Application Managed Services for optimum maintenance of your ERP or CRM application
Supply Chain Optimisation business consulting
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
Technology Offering
EOH Applications is a Value Added Reseller (VAR) for the following
international companies:
SYSPRO – EOH Applications is its largest reseller in Africa
Microsoft – Microsoft Dynamics CRM. EOH Applications has achieved
Microsoft CRM Gold certification status
QlikView - The association with QlikView is especially valued as it has
recently been ranked as # 3 on the Forbes’ list of 25 fastest growing tech
companies, for the 2nd consecutive year.
riteSOFT – EOH Applications is a Platinum partner and resells its 2 main
products, namely riteSCAN and riteTIME
EOH Applications also provides:
Microsoft .net solutions application and development.
Add-on technologies and Applications including bar coding, work flow, Advanced Planning and
Scheduling, portals, shop floor collection and Business Intelligence (BI).
For course bookings or enquiries, please contact our Service Desk on 0861 364 001 or email us at [email protected]
e.APPS
e.APPS is a brand name created by EOH Applications and includes solutions that have been developed,
tested and implemented successfully for various clients. e.APPS contains 4 product ranges, namely:
The e.Bus range contains business tools to enhance the existing SYSPRO functionality
The e.Form range contains Stationery or templates useful for business outputs
The e.Reps range contains developed reports catering for various management information needs
The e.Flow range contains automated processes which enhance the existing SYSPRO model