SYSPRO Office Integration Fact Sheet

Many users today work within their chosen application on a daily basis and it makes sense to allow them to access and query information held within the ERP system without requiring the ERP system to be installed on their computer.

SYSPRO Office Integration (SOI) enables anyone in the enterprise to access information directly and securely from the SYSPRO database using a Microsoft Office product such as Word or Excel, regardless of whether SYSPRO is installed on the client machine. Furthermore, once the information has been displayed it can be inserted directly into the current document as simple text or tables.

SOI is installed on each client server that requires access to SYSPRO data using a Microsoft Office application. SOI uses web services, so a web server needs to be configured to connect to the SYSPRO application server. You can even access SYSPRO information remotely (i.e. you can be working in Word and access SYSPRO data via the Internet) using secure web services and without SYSPRO being installed locally.

Once SOI is installed you need to define initial login credentials for the Microsoft Office application. This is a once-off process and the information is stored on the client machine.

The Benefits of SYSPRO Office Integration n Data can be instantly shared with an Excel spread n Querying SYSPRO information using Microsoft Word sheet from any list view anywhere in SYSPRO and Excel n Consider you are intending to visit a client, but are n Sharing data with Microsoft Office Applications unsure of how to find the address. You can simply n Using Microsoft Outlook as a data provider to the click on the Smart Link in a list view and select to SYSPRO calendar Show Map n Using Microsoft Outlook for emailing from SYSPRO n Use Microsoft Outlook as an email client for n Analyzing KPI’s in Microsoft Excel, PowerPoint and scheduling appointments/meetings and for storing Word basic contact information. The Contact Manage- n Remote access to SYSPRO information without ment module integrates to Microsoft Outlook using SYSPRO being installed locally e.net Business Object technology n Microsoft Outlook allows you to send email and SYSPRO Office Integration Features simultaneously record the message as an activity n All stationary documents, including invoices, order in the SYSPRO Contact Management System documents and statements, can be printed in a n Select one or more received email messages and variety of ways, including using Word as the print have them recorded in the SYSPRO Contact mechanism Management System. This can be automated n SYSPRO incorporates a to-do list to remind you of tasks to complete. For example, at month-end you Integration with SYSPRO can define a series of tasks that must be n Microsoft Word completed sequentially. These tasks can be n Outlook’s to-do list inserted as reminders into Microsoft Outlook’s to-do n Microsoft Excel list n Microsoft MapPoint n Microsoft Outlook