SYSPRO Seminar P&G Customers Lae International Hotel

1. SYSPRO SeminarP&G CustomersLae International Hotel Anand Subramaniam Manager Service Delivery – Asia Pacific Glen Skelton Principal Consultant – Asia Pacific

2. Agenda – Day 1 • About SYSPRO • Quotations • Sales Orders / Analysis • Requisition / Purchase Orders • Landed Cost Tracking

3. Agenda – Day 2 • Inventory Management • Lot Traceability • Manufacturing Overview • Forecasting • Bill of Materials / Trial Kitting • Work in Progress • Requirements Planning

4. Agenda – Day 3 • SYSPRO Reporting Services • Executive Overview • SYSPRO Analytics • SYSPRO Issue 10

5. SYSPRO Seminar SYSPRO Overview

6. SYSPRO At a Glance • Global ERP II Vendor • Founded 1978 (28 Years) • Privately Held • 5 Regional Offices (5 Continents) • 350 employees, 1500 Channel partners • 12,000+ Licensed Companies in 62 countries • Microsoft ISV (Independent Software Vendor) of the year 2004 • Recognised by Gartner as Visionary is Small to Medium Business (SMB) sector

7. Why customers choose SYSPRO? • Single Product focus • Out of the Box functionality • 3 Tiers of flexible reporting / analysis • Integrated modular solution / Microsoft Integration • Speed and ease of implementation • Excellent price/value proposition • Manufacturing & Distribution customer focus

8. SYSPRO’s Product Direction • Microsoft-centric • Improved usability, customization • Reduce ERP complexity • Hide technologies • Deepen the product • Designed around business processes • Advanced features • Advanced decision support and reporting tools • Customer surveys for better insight • “Simplifying your Success”

9. Talented staff & dedicated partners Single product focus High R&D ratio (over 50% of staff in development) ALF is key to your success and R&D investment Revenue used for R&D – 40% increase in R&D in last 3 years Highly focused, balanced development based on customer feedback Simplifying your Success

10. Issue 009 - 300+ Enhancements

11. Manufacturing Bill of Materials Engineering Change Control Work In Progress Requirements Planning Quotations Project and Contracts Distribution Inventory Sales Orders Product Configuration Purchase Orders Lot Traceability Sales Analysis Accounting General Ledger Accounts Receivable Accounts Payable Cash Book Asset Register ERP EAS ERP II • Customer Relationship Management • SYSPRO Contact Management • Supply Chain Management • Inventory Optimization • Business Analytics – KPI reporting • SYSPRO Reporting Services • Electronic Signatures – SOX • Quality Control / Workflow • Advanced Warehousing • Advanced Planning and Scheduling • Factory Planning • Cell Scheduling • Progress Tracking • Lot Tracing • Quality Monitoring SYSPRO’s Product Portfolio Feature-rich Enterprise Application Suite • SYSPRO e.net solutions • e.net Framework • COM Class Library • Business Object Library • Web-based Applications • ASP.NET Web Components • Web Services • Document Flow Manager • Flow Manager • Email Poller • Folder Poller • XML Customised Reporting • Crystal Reports • Scheduled Reports • Web / Excel Integration

12. User Interfaces • Windows • Web Browser • Mobile Phone • Smart Phone • Pocket PC • Shop Floor Terminals

13. MORE AND SYSPRO’s Customers

14. SYSPRO Seminar Quotations

15. Matching SYSPRO to Your Needs • Quotes for existing and / or non stocked items • Retain BOM and supplier contracts for non stocked • Estimate expected labour, material and overhead costs • Built in profit percentage • Retain analysis for lost quotes • Can be selectively included in MRP for planning • Recall non stocked item information for use in multiple quotations • On line cost roll up to determine price and lead time • Expiry date control for quoted costs • Copy and modify previous quotes • Revalue based on current inventory or standard cost • Automatically create work orders, purchase orders, sales orders, retentions, deposits and billing schedules on acceptance of quote • Notes, comments and instructions added and printed on reports and quotation forms

16. Quotes – Query Improvements to the Quotation query

17. Quotes – Customer Contact Details Capture telephone number, Fax number and E-mail address In quotation

18. Quotes – Allow No Expiry Date What was done There is a new 'Allow zero expiry date' option in the Quotations Setup program Why this was done There is a requirement to capture quotations without an initial expiry date (i.e. to retain quotes indefinitely).

19. Add custom forms for non-stocked codes Quotes – Custom Forms Why this was done To provide greater flexibility when setting up non-stocked codes What was done You can now include a custom form for non-stocked items The custom form field can be made mandatory for a non-stocked item

20. Quotes – Copy Estimates Work Center and Stock Code descriptions displayed when copying Operations

21. Quotes – Copy Estimates

22. Quotes – Route Selection Route selections when printing List of Quotations

23. Quotes – Cost Implosion Run Cost Implosion and Lead Time Calculation for highlighted offer in Quotation Maintenance

24. Quotes – Fax & Email Fax Quotations from Quotation Maintenance and Quotation document print & E-mail Quotation when using Word

25. Quotes – Hierarchical List What was done The List of Quotations to include hierarchical details if the quote is flagged as being hierarchical

26. Quotes – Triggers Trigger when Quotation released from hold

27. Quotes – Triggers

28. Quotations – Confirmation Prevent confirmation of quotations when Customer is on HOLD

29. Maintain S/O when confirming Quotation Quotes – Maintain Sales Orders What was done A new Maintain function has been added to the Quotation Confirmed window Why this was done To enable the maintenance of the S/O without having to exit Quotation Confirmation. This function is disabled if you are not creating a sales order

30. SYSPRO Seminar Demonstration Time

31. SYSPRO Seminar Sales Orders

32. Matching SYSPRO to Your Needs • Sales Inquiry - check availability, prices, substitutes, ATP • Create quotes on the fly and convert to an order • Profit margin checking and pricing tools • Order discount per customer and / or product class • Apply freight, service and miscellaneous charges • Foreign currency sales orders • Forward Orders (Blanket Sales Orders) & flexible billing • Create job, purchase order from back order • Track multiple deliveries across one or multiple orders to produce a consolidated invoice • Create Sales kits • Real time credit checking • Enter orders using customer stock code • Sales Targets (Budget vs. Actual) Analysis

33. S/O – Export Customer Quick Entry Quick Entry caters for foreign currency customers Why this was done Foreign customers want to be quoted and invoiced in their own currency What was done When entering a Quote for a foreign customer you must enter the customer number before adding stock codes etc. From the customer # it knows that you are working with foreign currency customer.

34. S/O – Caters for 9,999 Lines Quick Entry Quote now caters for 9,999 detail lines Why this was done So that users do not have to create multiple quotes when more than 40 lines were required What was done The maximum number of detail lines that can be entered for a Quick Entry quote has been increased from 40 to 9999

35. S/O – Sales Distribution Change sales distribution for a hierarchical order without changing sales values Why this was done So that you can amend the hierarchy distribution values without changing the S/O values What was done When changing a line you can select the Hierarchy distribution function and add, change or delete sales values

36. S/O – Supply Chain Transfer Back Order Review Program - allows creation of SCT for non transfer-supplied warehouses Why this was done To bring the Back Order Review program in line with Sales Order Entry so that an SCT can be created for non transferred supplied warehouses What was done There is a new option “Allow SCT for non-transfer Supplied warehouses” in the Back Order Review program.

37. S/O – Company Tax Number Why this was done Tax authorities require Company Tax registration number to be printed on invoices The customer's company tax registration number can be defined as mandatory for a sales order

38. S/O – Mandatory Company Tax # No check is performed Validate at the time of invoicing Validate at the time of capturing a Sales Order

39. S/O – Shipping via Usage Define a shipping instruction code against a customer if Sales Order Setup option: Shipping via usage is set to coded

40. Shipping Instructions • Modules affected: • Accounts Receivable • Sales Orders • Counter Sales • BlanketSales Orders and Release • Return Merchandise Authorization • Quotations • Work in Progress • e.net solutions

41. S/O – Print Preferences Batch Printing caters for printer preferences & additional fields • What was done • The Sales Order Batch Printing program allows a specific printer to be used for each of the following document types: • Delivery notes • Order acknowledgements • Invoices • Credit/Debit notes • Dispatch notes • Dispatch invoices and consolidated dispatch invoices • SCT transfer and Dispatch SCT transfer • The Operator name can be printed in the heading section on all S/O documents. A maximum of 10 custom form fields can be printed on any S/O document. Geographic Area code and name can be printed on Header of all S/0 documents. Order acknowledgement can optionally be printed for debit/credit notes.Customer selection allowed for all S/O documents except SCT’s Why this was done Additional information needed to be printed on S/O documents Different types of S/O documents typically require a specific stationery format or printer to be used.

42. S/O – Print Preferences (Contd.)

43. S/O – Document Format Document Format includes option to print all bins with a quantity on hand Why this was done When the S/O Delivery note is used as a picking slip it is useful to be able to print all the bins which have a quantity on hand What was done There is an option to Print all bins that have a qty on hand This is available only for Delivery Note & Order Acknowledgements

44. S/O – Edit Postal Code Override editing of postal code on Sales Order Invoice / Delivery Notes

45. S/O – Printing S/O Documents Bulk Fax or Email Sales Order documents In Sales Order Batch Invoicing

46. S/O – Email Docs / Address Book Select message recipients from the address book, cc message recipients and enter up to 5,000 characters of text when Emailing Sales Order Documents created from Word template

47. S/O – Price Update Control Qty Discount price update Why this was done Contracts with fixed prices were being recalculated & updated when order line was changed What was done New Sales Order Setup option to control price updates for quantity discounted items

48. S/O – Security (Prevent Cancellation) Note: Dispatch Notes must either be in a status of 5 (Dispatch Printed) or status 7 (Ready to invoice) Operator Activity to prevent Cancellation of Dispatch Notes or Dispatch Note Lines

49. S/O – New Customer Hold Event Hold status of a customer controlled by Operator and Component Objects security Why this was done To improve security controls when the on hold status of a customer is changed. Where you can see the change This affects Operator Security activities And Event Management

50. S/O – Print All Back Ordered Lines Always print back ordered Lines On Delivery Notes and Invoices