SYSPRO Fluid Interface Design Sales Order CMS Interface

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(No Transcript)
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SYSPRO Fluid Interface Design Sales Order / CMS
Interface

• - Problem -
• The SYSPRO Sales Order Entry has only one contact
  information field shown on the screen. In fact,
  customers have many contacts for different items.
  
• Therefore, the user needs to access to SYSPRO
  Contact Management system to find all the
  desired contact information.

• - Solution -
• SuttonDirect created custom form fields for
  Sales Order module and added them to the Sales
  Order Entry screen.
• They use the SYSPRO Customize Pane features to
  create a contact information listview.
• This listview displays all contact information
  which is available from SYSPRO Contact Management
  system.
• By clicking on the desired contact person
  hyperlink on the listview and selected the
  contact information will be added into custom
  form fields automatically.
• Users can even update contact information via
  this listview.
• It is simple and very efficient.

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Sales Order / CMS Interface
Before importing the customized Listview, Four
custom form fields have been added on the Order
Header form
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Sales Order / CMS Interface
Enter a customer number
After importing the customized Listview, the
Customer Contact Listview is embeded in Sales
Order Entry module

Custom form fields
Upon entered customer number, all related contact
information from CMS is displayed on the screen
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Sales Order / CMS Interface
After ending order, this contact information will
be added into the data record
Click on the selected hyperlink to
insert Information into custom form fields
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Sales Order / CMS Interface
To change the contact information, move mouse to
the target field and double click on it
Click on the hyperlink
Change fax number to 206-555-4522
Change phone number to 206-555-4511
If updating success, a message box pops up to
show Contact successfully changed
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Sales Order / CMS Interface
Meanwhile, the Customer Contacts refresh and
show the updated data.
The contact information is on the Order Header
form with the new data.
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SYSPRO Fluid Interface DesignExecutive View
Users can customize their own Executive View
based on their needs
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SYSPRO Fluid Interface Design EZ Customer Portal
EZ Customer Portal is a web-based application.
It allow users to make an purchase order, check
order status, and request purchase order reports
on-line
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EZ Customer Portal
Users can add order line items In the Purchase
Order Entry page
Enter valid stock code information here to add a
single item
Enter quantities and add multiple items in this
window
Or click on the magnifier button to open a
pop-up window and add multiple lines at once
Order Items show here
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EZ Customer Portal
In the Order Query page, there are three query
criteria on this page. By clicking on each of
these, different results are displayed depending
on their order status
Each purchase order is displayed with different
colors depending on their status
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EZ Customer Portal
In the Order Report page, enter required
information to get a report
Report details show here
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Thank You