Synergix E1 Enterprise Resource Planning (ERP) System Updates | Feb 2018
Field Service ERP Software: E1 Schedule Board (FC TH6_SCHEDULE_BOARD)
We are introducing a new feature of schedule board in our E1 Synergix system. Schedule board is a user-friendly service enquiry and manpower planning tool.
At one glance, supervisor will be able to see weekly calendar view of your work team’s schedule, unscheduled service orders & upcoming service orders
Supervisors can also see the service order dates requested by the sales department and allocate to work teams or employee available. There is a flexibility to reschedule service orders or allocate the service order to a different work team.
The calendar view eliminates the hassle of double checking for each technician/engineer availability. Users can also trigger service order directly.
Trading and Distribution ERP System: Option to display Salesperson Name in TH5, E1 Party Maintenance screen (FC 6055)
Our system now allows users to display salesperson in customer summary screen. With this feature, users will be able to see who is the default salesperson for a particular customer at a glance.
To turn on this feature: Master setup > Global Config > Display default Salesperson in Party Maintenance: Yes
Human Resource ERP System: Auto-set home currency as default currency code in E1 Staff Claim (FC TH6_SC_STAFF_CLAIM)
Synergix now auto-sets Home currency as default currency code when creating new staff claim voucher. With this auto-setting feature, users will not have to select the currency code whenever they are to create new staff claim. Thus, this will help reduce the time taken to prepare for new claims.
The system will pull out the currency as per Home Currency which is indicated at Company configuration screen.
Trading and Distribution ERP System: Stricter control option in TH5 Purchase Order Variation Screen (FC 6319)
Synergix now supports four new permissions in purchase order screen including the feature which allows users to reduce the quantity. The system will prevent users from editing unit cost, adding new line item during purchase order variation or allowing to raise direct Purchase Order. Users have the option of enabling the mentioned feature.
To use this feature: access rights have to be set by permission of role master
Reports and Business Formats
- Standard Contract Quotation Business Format – added revision no (FC 3457)
We have added revision no in our standard contract quotation business format. This will ease users to know which revision of quotation they are using.
- Sales Report by Customer and Sales Invoice History by Customer and Inventory – now with shipping address (FC 4536 and 4537)
Our sales report namely Sales report by customer and Sales invoice History by Customer and Inventory now comes with shipping address.
- Stock Status with sublocation report (FC 4251)
We are introducing a new report for users who are using the sublocation feature. Users can now generate a stock status report with sublocation.
- New Payment Cheque Format: OCBC bank (FC 4515)
We have updated the new format for payment cheque from OCBC Bank.