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Objective

To improve work flow communication and response times, both internally and externally, through the use of emailing and faxing directly from within SYSPRO.  In addition, the Event Management feature can automatically notify key people of critical events or run a program, thus accelerating action on these important issues.

The Value of SYSPRO Office Automation

• Email on-line or in batch:  customer statements, purchase orders, invoices, account information and other reports
• Email SYSPRO reports internally or externally
• Messages are saved in Microsoft Exchange In/Out box or any MAPI compliant product (i.e., Lotus Notes)
• Uses the Microsoft Exchange Address Books to ensure accurate delivery of messages and reports
• Email messages are triggered by event management
• Uses Word templates for document forwards

Integration

• Integration to Microsoft Fax, WinFax Pro or any other MAPI compliant product provides the means to optionally fax:

  - Purchase orders at the point where the purchase order print has been entered
  - Remittance advices and purchase orders to separate fax numbers
  - Sales order documents at the point where the sales order document has been    
    entered
  - Customer statements from the A/R Statement Print function
  - Fax documents are saved to Microsoft Exchange where they are queued for faxing
  - Office Automation requires Microsoft Exchange or Outlook
  - MS Word required to fax or email documents

Event Management

• Allows SYSPRO to monitor events in the system as they happen and automatically inform one or more people about the event
• Events can trigger email, run another SYSPRO program, run another application or write to a log file for later review
• Customize triggers with effectivity dates
• Place standard variables in the command line to specify desired events
• Conditional logic adds intelligence to notification, i.e., only the buyer of that item is emailed

Audit Trails and Reporting

All events are automatically saved to a log file which can be queried on screen and printed.

Sample Events

• Stock on hand negative
• Stock less than safety or minimum
• Stock above maximum
• Goods receipt
• Bank balance less than specified parameter
• Customer balance is greater than the percentage of allowed credit limit
• Supplier balance greater than specified parameter
• Job costs exceed expected
• Lot quantity on hand falls to zero
• New stock item added
• Customer now within credit limit
• Sales order released from credit check
• Access security breach attempt
• General Ledger YTD actual greater than YTD budget by specific percentage
• New supplier added
• New customer added
• Requisition routed to another user
• Estimate available for use
• Security breach attempt

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