Category Archives: Trick’s & Tip’s

Easy tips and tricks for SYSPRO

by | November 20, 2015 · 8:48 pm

SYSPRO 7 Upgrade Methodology – Thorough Testing is Key to a Successful Go Live

Written by Sandra Stone:

SYSPRO V7 has a new Database structure, improved SRS printing capabilities, changes to how Custom Form Fields are managed within the system, and many new features and functionality.

These changes make it imperative that a test system and extensive testing of all programs, forms, reports , custom programs, integrations and 3rd party applications be a critical component of the upgrade.

Thorough testing, issue resolution and sign off is the best way to minimize the Go Live risk, and to enable a smooth go live, with minimal disruption to your users and your business.

Phoenix Systems has successfully used this methodology to assist many of our customers in upgrading to SYSPRO V7.

Thorough audit of your infrastructure, applications, documents and reports to ensure all key components are identified and addressed during upgrade. Experienced PM will assist in developing detailed upgrade plan.

  1. Assistance installing TEST SYSRO 7 system and converting your data
  2. Assistance in understanding new structure features and actions required to implement (addresses, Custom Form Fields, Server Side Printing)
  3. Assistance with 3rd Party applications that access SYSPRO database, to ensure version compatible with SYSPRO V7 is installed and tested
  4. Assistance modifying any documents and reports that will be effected by changes in the SYSPRO 7 database structure
  5. Training on new features in SYSPRO V7, and review processes to take advantage of new features, and automation and personalisation capabilities
  6. In depth training available on SYSPRO V7 Securities, System Administration, Power Tailoring
  7. Assistance in complete cycle testing of SYSPRO V7, to ensure all working correctly in preparation for go-live
  8. Assistance in all go live activities, including final database conversion to SYSPRO 7, and end user support
  9. Final review to confirm all is working correctly

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by | · 8:44 pm

Installing the U/SQL Client Server License for ODBC (SYSPRO ISAM sites)

Written by Jenny Fong:

The ODBC license has a server and a client workstation component. The expiry date for your ODBC license is December 15.

To install the server license, go to the Syspro server.

Start Programs à USQL Client-Server àUSQL Server Manager

ODBC1

Go to the License Manager Tab and click the Create button

ODBC2

Enter the information under the heading U/SQL Server Connection(s) License of your License Form provided by Phoenix Systems. This is case-sensitive. Click Create license when completed.

ODBC13

ODBC3

Click I Agree

ODBC4

Click Yes to overwrite your existing license

ODBC5

 

Go to the Server Control tab and click Start Server. This will restart the ODBC services on the server.

ODBC6

The traffic light will turn green. Click Save and Exit

ODBC7

The server has now been updated. In order for the workstations to connect to the Syspro database, the ODBC client license must also be updated. Note that each workstation must use a different client license number. It is good practice to record which workstation has been allocated to each ODBC client license.

On the workstation, go to Start Programs à USQL-Client à License Tool

ODBC8

Remove the existing license

ODBC9

Click License Form to enter your new license number

ODBC10

 

Retrieve your client license from the License Form provided by Phoenix Systems

ODBC11

Enter the information and click Install when completed.   Click I Agree and close the final screen.

ODBC12

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by | October 28, 2015 · 6:22 pm

Installing Licenses

Yes, it is that time of the year and once again you have to import your new SYSPRO License.  Occasionally people receive error’s when importing their license.  We would like to offer a few Tips & Tricks if you should run into problems.

Written by Heather MacLaren:

While importing your new license , you receive the warning message:

“One or more of the system level parameter in the license file are different from your current system settings message “

import warning message

You are receiving this message because there has been a change in your license seats.

In the example below, the current system setting has only one license seat for POS users where the new license now has two license seats.

Current and new settings

Prior to importing your new license, review the new license to identify any changes . If there are any changes , you can edit the license configuration by navigating to System Set up >General Tab> Edit License Information

  1. Navigate to System set up > General Tab
  2. Select Edit License information

6.1SP1 SYSTEM SET UP

SYSPRO 7 SYSTEM SET UPSelect OK to the Edit License Information

The number of license seats are now available to edit.

3.  Edit the seats that require changing

EDIT LICENSE INFORMATION

4.  Edit seats that require changing.

EDIT SYSTEM SET UP

5.  Select Save and then select Yes in order for the change to take effect.

SAVE SYSTEM SET UP SETTINGS

6. Log into Syspro > Select Company Browse> Highlight company > Select Change

LOG INTO SYSPRO

7.  Select Registration Tab and import new license.

SELECT REGISTRATION TAB

If you receive the message when logging into Syspro and cannot access System Set up within Syspro, the IMPACT.ini file can be changed. This file contains the various settings including the System set up settings.

NOTE: Care must be taken when modifying this file and should only be done by an administrator.

  1. Navigate to …:\SYSPRO61\WORK\IMPACT.INI or …\SYSPRO7\WORK
  2. Open in notepad
  3. Change the system settings to match the new license.

IMPACT INI

4.  Save the change

SAVE IMPACT INI

5.  Log into Syspro > Select Company Browse> Highlight company > Select Change

LOG INTO SYSPRO    6.  Select the Registration Tab and import new license.

SELECT REGISTRATION TAB

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by | October 22, 2015 · 9:42 pm

Tip’s & Tricks for SYSPRO Year End including 1099 Taxes

Written by Michelle Cunefare:

As the end of the year approaches, many of you may be reviewing the year end closing procedures for SYSPRO.  Phoenix Systems would like to remind you of some key settings while running the year end in the Accounts Payable and General Ledger Modules.  If your fiscal year is not based upon the calendar year, the information in number 1 below still applies for your December month end close in Accounts Payable if you issue 1099’s.

There are two key settings to remember when processing year end in SYSPRO:

  1.  In Accounts Payable Period End check “Set 1099 accumulated payments to zero” and select start processing. Then process your yearend or December month end if your fiscal year is not based upon the calendar year.  This function takes the accumulated net payments and updates the prior year before resetting to zero for the current year.  This ensures 1099’s can be printed with the correct years’ accumulation.  If your fiscal year is not calendar year end based, then this process should be still be run during the month end processing for December.   The set 1099 function is run as a separate process from the month or year end.  PLEASE NOTE:  This function does not create a report and does not give you any message that it was run successfully.  Do not run more than once!   To validate that it was run go into Supplier set-up for a supplier that had payments during the year and validate that the accumulated net pay field is now set to zero. When you subsequently run the 1099 label print then you would select previous year in the 1099 Tax Year Section of the label print options.

Version 6.0:

V6.0

Versions 6.1 and 7.0:

V7

2.  When you are ready to process the General Ledger year end, make sure you check “Set expense and revenue accounts to zero”.  This ensures that revenue and expense accounts are correctly rolled into retained earnings for the next year.  If you do not check this you will have to roll these accounts manually! 

Version 6.0:

V6.0G

Versions 6.1 and 7.0:

V7G

We hope you find this useful.

 

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