|
|
|
Ian Caswell - Managing Director |
In this
edition we are delighted to introduce the all new and improved
SunSystems 5.4 – recently released by Infor. In fact we will be
running a session at our upcoming SunSystems Customer User day, on
17th September 2009 in London, in order to showcase some of the key
developments within this leading software solution –
Click here to
reserve your place.
Further great news is that Sapphire has now included Infor’s
Enterprise Asset Management solution to our portfolio. This world
class solution is designed to help businesses manage and maintain
their company assets and integrates fully with their current
SunSystems solution. In
today’s difficult economic climate the addition of EAM enables us to
offer a range of solutions that can help organisations drive down
costs and release additional profits.
|
Finally,
I would like to thank everyone that took the time to vote for
Sapphire in the Software Satisfaction Awards this year. Over £600
was raised for Children with Leukaemia, which was a great result,
thank you very much.
As always, I welcome your comments on any of the features and
articles within our Newsletter; if you have any comments and
suggestions for future newsletters please feel free to forward these
to
info@sapphiresystems.com
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|
David Singh - Sales and
Marketing Director
|
2009 has been and
continues to be a challenging year for us all, however in the midst
of the economic downturn and subdued business environment we do see
positive signs maybe not quite the “green shoots of recovery” but a
bit more optimism when our account management team are talking and
working with you. We have picked up on a number of key issues that
people have been mentioning as important to them.
• How do I get more from the systems that I have
now without
spending more money?
• We would like to learn more about our systems
so we can do more
ourselves.
• We would like to reduce our IT costs without
compromising
quality or putting the business at
risk.
• We want to start looking a little further out and
have a number of
business issues that we must
resolve in the next
12 – 18 months.
|
These some of the common
themes that have come through and our account management team is on
hand to help you maximize your investment. With these kinds of
issues in mind we will be running a number of very interesting
sessions at our SAP / SunSystems User Days that can help you and
your business. Please do not hesitate to contact your account
manager or drop me a note at
david.singh@sapphiresystems.co.uk
or call me on 0207 648 2000.
I look forward to meeting you at our user conferences; enjoy the
rest of the summer.
Back to Top
Tony Martin - Client Service Director |
Over the last few months
Sapphire has been a hive of activity with a number of successful and
well attended client focused events. We have run seminars on
integration, document management and electronic procurement – with
the aim of helping you through these difficult economic times.
As I trust you are aware, we run regular educational webinars for
our clients. Often these cover support issues. Sometimes they are
tricks and tips type events. Some of the more popular webinars give
you a chance to learn about aspects of SunSystems that you may not
have been aware of.
Elsewhere in this newsletter is a section on our forthcoming client
day on 17th September. As ever, one of the most useful things about
these events is your chance to meet and interact with your peers. I
do urge you to attend this very useful event and I look forward to
meeting you there.
Click
here
to enrol.
|
All our seminars, webinars and other customer events are client
driven. The aim is to give you what you want. With that in mind,
please do contact me if you have any thoughts, ideas or suggestions
on topics that you are interested in.
The new version of
SunSystems - 5.4.1 has now been released by Infor. We recently ran a
very well attended seminar for our clients to showcase the new an
improved features of this solution. For anyone who missed it we
are running a support webinar on 30th September – please view our
customer events later on in this newsletter for more details.
Alternatively please contact your account manager directly.
Please let me know your thoughts at
tony.martin@sapphiresytems.co.uk or
call me on 020 7648 2000.
Back to Top
Reserialisation of SunSystems 4.2.6 SP8 and below, or 5.1.4 SP2 and
below
Due to a limitation with
the serialisation generator used alongside some earlier versions of
Sun it is only possible to serialise the above versions of
SunSystems up to the end of 2009. Any users on these versions should
be looking to upgrade to more recent versions to overcome this
issue. The versions in question are now either on limited support
status or unsupported at Infor and an upgrade would be recommended
in any event. Please contact your account manager for further
details or to discuss the upgrade.
Back to Top
|
Infor
has announced the release of the long awaited - SunSystems 5.4 |
 |
Infor FMS SunSystems 5.4
delivers a large number of significant, customer-driven enhancements
and is equipped with open SOA technology, event-driven
service-oriented architecture framework, to provide a
standards-based approach for integration of both Infor and non-Infor
systems and data sources.
Through Infor Open SOA,
Infor customers can rapidly and economically add software
applications and future component-based enhancements without the
need to "rip-and-replace" software or interrupt other systems during
operations, a key benefit to Infor's SOA technology.
"The reality for companies today is that they are operating many
diverse software applications, and aggregating all that data to make
real-time business decisions, which is a significant challenge and
nearly impossible to do effectively," said Andy Birch, senior
director, financial solution management, Infor. "To address this
issue and deliver results to our customers while reducing IT costs,
Infor has SOA enabled solutions, like FMS SunSystems, to integrate
and share data throughout the enterprise not only with other Infor
systems, but also with third party or in-house solutions that
customers use. This ability means that Infor customers can
facilitate interoperability between applications without incurring
large consulting fees-it's built in connectivity."
"Infor has included many valuable enhancements in the latest release
of FMS SunSystems that make the software easier to deploy to new
sites and even simpler to upgrade," adds Ray Wahlen, director,
accounting software, General Conference of Seventh-day Adventists.
"We look forward to adopting future Infor applications and
components, such as Advanced General Ledger, and benefiting from new
reporting and analytical capabilities without disrupting our
operations through Infor Open SOA."
In addition to SOA integration, SunSystems 5.4 delivers nine new
language capability: English, French, Italian, Spanish, German,
Brazilian Portuguese, Japanese and Chinese - Simplified and
Traditional, as well as compatibility with the latest technology
platforms - Microsoft SQL Server 2005 and 2008 as well as Oracle 10g
and 11g platforms. The new User Interface on SunSystems 5.4,
provides a fresh new experience for users and enhancements around
security in order to help users to meet the increasing requirements
around control and corporate governance.
For more information on SunSystems 5.4 please call our
product advisory team on 020 7648 2000.
|
Back to Top
|
Sapphire to supply and implement the Proactis Spend Control solution
at RSCPA |
 |
Sapphire Systems is happy
to announce that it is to supply and implement the PROACTIS Spend
Control solution at RSPCA a Royal Society for the Prevention of
Cruelty to Animals.
The RSPCA (The Society) is the oldest and best-known animal welfare
charity in the world, and is in the top 10 in the UK in terms of its
income. The RSPCA is not, as is commonly thought, one entity,
instead, the national society (for England and Wales) is formed of
the RSPCA headquarters, 5 regional headquarters and 35 associated
animal welfare sites. It also supports and assists 172 independent
volunteer-run charities (individual branches) that use the RSPCA
brand.
Head of Procurement at the RSPCA, Vickie Malyon, attended a Not for
Profit sector Procurement Special Interest Group at Sapphire in
December 2008. Vickie commented “I attended the Sapphire event as
the RSPCA had recently established a new Procurement team tasked
with controlling spend and saving money; we were keen to find out
more about what other charities were doing and how the process could
be automated and centralised.”
Following a formal evaluation process the RSPCA shortlisted PROACTIS
and 3 other solutions. Vickie explained “Our brief was to find a
web-based procurement system for use by The Society to place orders
on suppliers with flexible workflow to deal with our authorisation
processes and integrate with our SAGE 500 accounts system. The
system will be deployed across a wide range of users so ease of use
is essential, it also needs to scale for the future both in size and
functionality. We would eventually like to deploy additional modules
such as supplier management, contract management and PO flipping.
The fact that PROACTIS is used in many Not for Profit organisations
gave us great comfort, we also felt that Sapphire with their wide
ranging charity expertise stood out from the other potential
suppliers. Sapphire’s team was especially thorough during the pre
sales period and impressed the RSPCA not only with their knowledge
of PROACTIS but their experience in managing the change that comes
with a new business system”.
The new PROACTIS system
will start rolling out across the organisation towards the end of
March next year. The RSPCA expects the system to yield a number of
benefits including risk management; by introducing efficient and
effective ordering and invoice processing procedures, greater
visibility and control of the RSPCA society’s procurement activity
and ultimately, savings. The balance of power will be shifted away
from suppliers back into the hands of The Society. Automation of
paper based systems will also eliminate time wasted by staff whose
primary focus is the welfare of animals.
Vickie continues “We look forward to PROACTIS being able to provide
a simple clearly defined procurement process for all parts of The
Society and a one stop shop for all our purchasing needs.”
Clare Howard, Business Development Manager at Sapphire, concluded
“We are delighted to be welcoming the RSPCA to Sapphire’s growing
PROACTIS customer community. PROACTIS will provide the RSPCA with
the visibility it needs and will empower it to make relevant
business decisions at the outset of the procurement process. The
system will provide ease of use for all sections of The Society from
HQ, regions and branches to the inspectorate, animal centres and
hospitals allowing any savings to be redirected to the important
work of animal welfare.”
Back to Top
|
London User Day |
Thursday 17th
September |
|
Time: |
Registration Desk opens at 09:00 |
|
Cost |
Free of Charge for all Sapphire SunSystems Customers |
|
Register your
interest |
click here |
As always, there will be keynote sessions from both Sapphire and
Infor in which you can learn more about the future of Infor
SunSystems and what’s new at Sapphire. Add to this the chance to
meet with many of Sapphire’s support, consulting and services staff…
together with many other SunSystems Users and I am sure you will
agree that the SunSystems User Group is one not to miss!
| |
9:00 |
REGISTRATION - TEA & COFFEE
in The Great Hall |
|
| |
9:30 |
WELCOME AND
INTRODUCTION
Ian Caswell, Sapphire’s Managing Director will open the User
Day and give a brief overview of what we have been up to
over the past 12 months, and what you can expect from us
coming up. |
| |
9:45 |
BUSINESS
ISSUES
David Singh, Sapphire’s Sales & Marketing Director will set
the day into context looking at the unprecedented challenges
being faced by most organisations today, and what can be
done to meet these challenges head on – including:
|
| |
10:15 |
LATEST RELEASE REVIEW
An
overview of the major new functions, features and benefits
of SunSystems 5.4, the new release. This session will
include a demonstration of the software as well as a look at
Infor MyDay, the new role based application from Infor. |
| |
11:00 - 11:30 |
TEA AND COFFEE BREAK
11.15 – 11.30: Optional coffee break session in the
Telford Theatre VAT Reporting using Vision/Query & Analysis
VAT Reporting using Vision/Query & Analysis - If you
are struggling to get good VAT information out of
SunSystems (versions 4 & 5), join this session to find out
about Vision/Q&A reports that can be developed to make
producing VAT reports and returns easy. |
| |
11:30 |
INFOR FMS SUNSYSTEMS
DEVELOPMENT PLAN
In this keynote session Infor’s Tim Truesdale will summarise
the Statement of Direction for the SunSystems solution,
versions 4 & 5. He will outline the future strategy for the
organisation, as well as revealing the roadmap and releases
- both current and planned. Additionally, Tim will review
the new Infor Portals and how you can utilise the
information and content to benefit your organisation. |
| |
STREAM A |
STREAM B |
| |
12:00 |
INFOR FMS SUNSYSTEMS: EXTENDED
CAPABILITIES.
Are you getting the most from your SunSystems application –
or could it be working harder for you? Join this session to
take a look at some of the components included in SunSystems
that are often under utilised, or not even implemented,
including:
|
PROCUREMENT:
A Sapphire customer case study
The Royal Society for the Prevention of Cruelty to Animals
Vickie Malyon, Head of Procurement at the RSPCA, will review
the reasons behind the RSPCA’s decision to source and
implement an automated, centralised procurement solution.
She will share some of the issues faced by the society that
can be addressed with the implementation of an e-procurement
solution and will outline the benefits anticipated by the
RSPCA once their solution is live.
 |
| |
12:30 |
SUNSYSTEMS VERSION 4.3
In this session you will be introduced to the major features
and functionality that version 4.3 has to offer including:
|
BUDGETING & FORECASTING
The annual planning and budgeting process remains one of the
most complicated, onerous and manual tasks in any finance
professional’s year. This labour intensive mind numbing
process is
the bane of most people’s lives yet we do little to change
it. In this session we will demonstrate how CorPlanning can
be used to
 streamline
the budgeting process and reduce your workload by 50%. |
| |
1:00 - 2:00 |
LUNCH BREAK
1.00 – 1.30: Optional lunch
break sessions: Consultancy Surgeries
These informal sessions are an opportunity for you to take
advantage of the Sapphire Teams’ expertise.
Application Consultants – The
Telford Theatre
A look at a few hints and tips and dealing with any queries
you would like to put forward
Technical Consultants – The Council
Room
A review of supported platforms and fielding your questions
on the technical aspects of SunSystems |
| |
STREAM A |
STREAM B |
| |
2:00 |
EXPANDING YOUR VISION
Join this session to see if there is more that you could be
doing with Vision – or to find out how you could benefit
further from this reporting tool.
Take a look at:
-
Sapphire Report Pack – including Aged Debtors/Creditors
and much more
-
Vision Executive – examples of how this lesser used part
of Vision can be utilised
-
Consolidation and Cost Allocation – what can be achieved
with Vision alone
|
INFOR EAM:
Enterprise Asset Management is a solution that enables
organisations to track and control the deployment,
performance and maintenance of company assets. EAM, when
implemented properly, will enable you to identify potential
operational issues and help to uncover hidden profits -
making EAM one of the most important solutions within your
business
 |
| |
2:30 |
SAPPHIRE SUPPORT
This informal
session will be led by Peter Brett, Sapphire’s Support
Manager, who will provide an overview of current patch sets
and serialisation issues along with how to get the most out
of our Telephone and Online Support. Peter will also cover
some typical support queries and their resolutions.
 |
PROFFESIONAL ADVANTAGE
will demonstrate two Infor FMS SunSystems enhancements:
CONSOLIDATIONS for
SunSystems is purpose built to automate the consolidation
process.
CSB (Contract & Service Billing)
is designed for recurring contract invoicing,
recurring service invoices and ad-hoc invoices. It delivers
advanced functionality that works together with your
business processes to remove manual tasks and increase data
accuracy and speed.
 |
| |
3:00 |
Q&A and CONFERENCE SUMMARY |
|
|
|
|
|
| |
3:30pm – 5.00pm WINE AND BEER TASTING – Great Hall
Join us for the opportunity to find out more about wine and
beer, (or test your existing knowledge!) along with the
chance to socialise with the Sapphire team and fellow
SunSystems users
3.45pm – Introduction and tasting of a British sparkling
wine
4.00pm – Circulate and taste from 4 themed tasting stations:
white wine & cheese match
2 red wines – blind tasting
port matched with cheese or chocolate
2 beers - International lager vs wheat beer
|
Back to Top
|
Date: |
Wednesday 2nd
September 2009 |
|
Title: |
SunSystems 5 Business Rule Validation |
|
Suitable for: |
SunSystems Users |
|
Location: |
WEBINAR (10:00 -
11:00) |
|
Enrol: |
click here |
|
Overview: |
Enrol on this
webinar and for troubleshooting tips on Business Rule
Validation in SunSystems 5 |
| |
|
| |
|
|
Date: |
Tuesday 8th
September 2009 |
|
Title: |
Advanced Inquiry & Bank Reconciliation |
|
Suitable for: |
SunSystems Users |
|
Location: |
WEBINAR (10:00 -
11:00) |
|
Enrol: |
click here |
|
Overview: |
Advanced Inquiry
for Infor FMS SunSystems offers the most powerful adhoc
inquiry functionality for interrogating Infor FMS SunSystems
vrs 4 and 5 Ledgers. This tool can cut time handling adhoc
inquiries and be used by anyone to get a quick answer to
both simple and complex queries in a summary or detailed
format.
Bank reconciliation facilitates easy daily bank
reconciliation, an important control over the most important
asset of any business - cash. Bank Reconciliation imports
electronic bank statements for multiple bank accounts. Enrol
on this webinar to see both of these easy to use tools in
action. |
| |
|
| |
|
|
Date: |
Thursday 17th
September |
|
Title: |
SunSystems User Day |
|
Suitable for: |
SunSystems users |
|
Location: |
SEMINAR (09:00 -
17:00) |
|
Enrol: |
click here |
|
Overview: |
As always, there
will be keynote sessions from both Sapphire and Infor in
which you can learn more about the future of Infor
SunSystems and what’s new at Sapphire. Add to this the
chance to meet with many of Sapphire’s support, consulting
and services staff… together with many other SunSystems
Users and I am sure you will agree that this event is one
not to miss! |
|
|
|
|
|
|
|
Date: |
Tuesday 22nd
September 2009 |
|
Title: |
iPOS eProcurement |
|
Suitable for: |
SunSystems Users |
|
Location: |
WEBINAR (10:00 -
11:00) |
|
Enrol: |
click here |
|
Overview: |
eProcurement is
one of the top areas where businesses can drive savings
directly to the bottom line whilst also improving their
operating efficiencies and auditability. Two birds with one
stone. eProcurement gives you proven savings through
efficiency and purchasing compliance and delivers
auditability through delegated approvals and commitment
accounting.
iPOS is the eProcurement solution of choice for Infor FMS
SunSystems. Our unparalleled native integration to the
SunSystems reference data, ledgers and budgets is the only
system to give you a single source of truth.
Come and look at the latest release of iPOS – version 5.6. |
| |
|
| |
|
|
Date: |
Wednesday 30th
September 2009 |
|
Title: |
SunSystems 5.4 What's New? |
|
Suitable for: |
SunSystems Users |
|
Location: |
WEBINAR (10:30 -
11:15) |
|
Enrol: |
click here |
|
Overview: |
Enrol on this webinar and for troubleshooting tips on what's
new in SunSystems 5.4 |
| |
|
| |
|
|
Date: |
Thursday 15th October 2009 |
|
Title: |
Improving Cash Flow Management Seminar |
|
Suitable for: |
SunSystems Users |
|
Location: |
SEMINAR (09:00
- 12:15) |
|
Enrol: |
click here |
|
Overview: |
In the current
economic climate, the most successful businesses are looking
to increase operational efficiency and strengthen the
effectiveness of their cash flow in order to stay ahead of
the competition. In this seminar we will show you how you
can increase efficiency of your existing cash-flow
management processes and internally reduce administration
time; ultimately saving you valuable time and money. |
| |
|
| |
|
|
Date: |
Thursday 5th November 2009 |
|
Title: |
iPOS eProcurement Seminar |
|
Suitable for: |
SunSystems Users |
|
Location: |
SEMINAR (09:00 - 12:00) |
|
Enrol: |
click here |
|
Overview: |
eProcurement is
one of the top areas where businesses can drive savings
directly to the bottom line whilst also improving their
operating efficiencies and auditability. Two birds with one
stone. eProcurement gives you proven savings through
efficiency and purchasing compliance and delivers
auditability through delegated approvals and commitment
accounting.
iPOS is the eProcurement solution of choice for Infor FMS
SunSystems. Our unparalleled native integration to the
SunSystems reference data, ledgers and budgets is the only
system to give you a single source of truth.
Come and look at the latest release of iPOS – version 5.6. |
| |
|
| |
|
|
Date: |
Thursday 26th November 2009 |
|
Title: |
Don't Rip & Replace Integrate |
|
Suitable for: |
SunSystems Users |
|
Location: |
WEBINAR
(10:00 - 11:00) |
|
Enrol: |
click here |
|
Overview: |
integrate to each
other and spend most of the day manually re-keying data from
one system to another then enrol on this webinar and we will
show you how you can integrate your existing applications
without the need to 'Rip & Replace'. See a demonstration of
MaxiSun highlighting it's benefits:
- Major reductions in data processing
- Accurate two-way data processing between all your
business & finance systems
- Entry of transactional data once only into a single
application
- Exceptional ease of use - requires only a few hours
training
- Robust routines ensure data rollback & recovery positions
in case of system failure |
| |
|
| |
|
|
Date: |
Wednesday 16th December 2009 |
|
Title: |
Alternative Payment Methods Seminar |
|
Suitable for: |
SunSystems Users |
|
Location: |
SEMINAR (09:00
- 12:00) |
|
Enrol: |
click here |
|
Overview: |
Come a long to
this morning session and discover some alternative payment
methods that could speed up payment time and free up
valuable resource. Featuring Albacs IP, B4B and the
International Payments Tool. Agenda TBC. |
| |
|
Back to Top
Sapphire has built
3 dedicated product microsites to provider users with information on the core features and deliverable benefits of
the products we offer. In addition to brochures, users can also have
access to client case studies and view customer videos, product demos
and much more.
Click below to view our
microsite
Back to Top
|
 Mears
Group is a leading social housing repairs and maintenance provider
in the UK, with a growing presence in the domiciliary care market.
It also has a subsidiary mechanical and electrical division. Mears
is an ambitious company with a powerful vision, operating in a
growing market with an excellent financial base; strong, pro-active
management; great people and an impressive client portfolio.
In 1999, Mears inherited an Infor FMS SunSystems solution as part of
the acquisition of another company. On reviewing SunSystems Ben
Westran, Group Financial Controller, and the finance team at Mears
concluded it was more suited to the needs of the business than their
existing solution, Summit 2000. The team were particularly impressed
with the strong analysis functionality of SunSystems. They were also
keen to benefit from the strong reporting capabilities of the Vision
application, which would additionally facilitate the ease of data
import into SunSystems. On migrating the group to SunSystems, Mears
took the opportunity upgrade from SunSystems Version 4 to 5.
Mears was introduced to Sapphire as the incumbent SunSystems partner
of the company that had been acquired - and the team were not
disappointed. Ben observed “It was the support desk that really sold
Sapphire to Mears – no one got upset by the amount of questions that
we asked. Sapphire is a good service provider; very reliable and
helpful in resolving any issues.”
To read
the full case study -
click here
For more information on Sapphire please call us on 020 7648 2000 or
visit our website at:
www.sapphiresystems.com
|
|
Back to Top
LONDON, UK – 02
April 2009. Sapphire Systems today announced that it is expanding
operations with a new office in the USA and has signed an agreement
with SAP Americas to supply the SAP Business One business management
solution in New York, USA.
Sapphire, headquartered in City of London, already has offices in
Los Angeles, USA, in addition to offices in Edinburgh, Manchester
and training centre on the Isle of Man. The company has been working
with SAP since 2004 as a value added reseller (VAR) of SAP Business
One; in April 2007 Sapphire was named as one of the first SAP Gold
Partners in the UK, following early adoption of the PartnerEdge
program, then at the SAP UK Partner Awards in April 2008 Sapphire
was recognised as the Channel Partner of the Year, based on revenue,
in the SAP Business One category.
Ian Caswell, Managing Director at Sapphire, said “We are thrilled to
expand our US operation from the west coast to the east coast of
America. This is an exciting time for Sapphire and we look forward
to continuing our development worldwide; in time we aim to offer our
customers 24 hours a day of Support as standard, providing them the
best service possible.”
“Sapphire Systems‟ leadership team has a strong reputation and the
firm is already a leading SAP channel partner for SAP Business One
within Europe,” said Conrad Mandala, vice president, SME and
Channels, SAP Canada and SAP Business One, SAP North America. “We
welcome the expertise and consultative selling strategy that
Sapphire Systems will bring to the SAP partner ecosystem in support
of SAP Business One from its new office in New York.”
On Sapphire‟s achievements to date Ian said “We attribute our
success to our customer-first ethos which means the provision of a
smooth implementation service, followed by a first class support and
services offering – and this is what Sapphire will bring to New
York. We have international clients with offices in both Europe and
the States and a permanent base in New York will facilitate our aim
to provide them with exceptional service, with consultants and
account managers readily available to meet their requirements.” He
concluded “SAP Business One is ideal for organisations with multiple
offices worldwide as it is able to manage multiple currency and
company requirements - as well as being such a scalable solution.”
Back to Top
Q: Why can't I
use number 0-9 allocation markers on P&L or BS accounts?
A: These markers are used primarily for
bills of exchange and promissory notes and therefore can only used
on Debtor, Creditor or Client accounts. Each number represents the
stage in the life of the bill. They are also used in Collect to
indicate the severity level of the reminder letters.
Q: How do I create a Ledger Import log file?
A: Create a user “ZYX” and attach this
to the “ZZZZZ” operator group. When you run LI this will create 2
log files in the root of the SunSystems directory.
IPOS
Q: I created an invoice by matching to a PO and didn't change
the amount. I did change an Analysis Code. Why does it go for
re-approval?
A:
Changing an Analysis Code is regarded as a material change
and require re-approval by the system.
Q: How can I unlock a locked Jet journal?
A : Toolbar\Maintenance\Unlock Central
Journal - Enter the exact name as appears in tree view (being case &
space sensitive)
VISION
Q: Why do I receive the error ‘Cannot initialise posting dll’
A: There are two ways to resolve this
when installing run the file ‘VisionFullDLL’ provided by support.
Or when installing run a simple data send this will register the DLL
ready for the user to use next time. (This issue occurs because the
system needs to register the .dll on the first run, however if the
user has insufficient permissions it will fail to register)
Q: Why use UDO’s?
A: User defined outputs are useful to
manipulate data in vision before they are outputted to the report.
PROACTIS
Submitting a New Order in Proactis 2008
If the supplier is
an “auto output” supplier, the Specify Output Contacts page has been
changed as shown below.
The top part of the page
displays a list of available contacts/output methods associated with
the supplier branch (although Julie is a branch contact, she has
neither a fax number or email address so is shown for display
purposes only).
The bottom part of the screen displays the contacts so far attached
to the order. This is initially the default contact.
Contacts can be added to the order via “Add to Order”. Contacts can
be removed from the order by clicking the red cross.
One-off Contacts on an Order in Proactis 2008
One-off contacts can be added to the order via the “Add a new output
contact” link. This displays a set of edit boxes as shown below.
Note, these one-off contacts are not added to the master file of
supplier branch contacts.
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