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Sneak peek at Exact Synergy Enterprise, product update 242

Written by Michiel Dorjee on . Posted in Exact Synergy

With the product update 242 of Exact Synergy Enterprise approaching general availability, here are top 5 highlights to whet your appetite.

Route incoming invoices from Exact Globe and follow up on them easily

Incoming invoice registerCustomers that use Exact Globe to register incoming invoices can now authorize or reject those invoices directly from Exact Synergy Enterprise.

Once an invoice is created in Globe, a request to approve it, complete with all payment details will arrive into the workflow of a designated employee with a sufficient purchasing limit. A scanned copy of the original invoice will be linked to the request as a regular Synergy Enterprise document.

Employees can use all flexibility of Synergy Enterprise workflow to process the incoming invoices  and resolve any arising questions.

Note, that this functionality was previously available for Exact Synergy only and is now also applied to Exact Synergy Enterprise.

 

View sales quotations from multiple Globe administrations directly from Synergy Enterprise

Synergy Globe integrationExisting Globe customers now get access from one location in Synergy Enterprise to key logistics reports per division. There are two important advantages that are delivered: The reports are available for multiple Globe administrations and the reports are delivered in real time.       

The following Globe reports become available:

  • sales invoices;
  • sales, service and purchase orders;
  • item-balance lists;
  • stock positions;
  • quotations.

In addition to that, a user can enter hours into a Globe administration directly from Synergy Enterprise. With these reports available directly from Synergy Enterprise, many more users in the organization become updated with accurate back office information.

 

A colleague that you need to talk to becomes only one click away

OCS in SynergyCustomers that already use Microsoft Office Communication Server can make collaboration between Synergy Enterprise users  easier and more spontaneous. Synergy Enterprise users immediately see which of their colleagues are now logged on, busy or available to talk.

One can start an instant chat, place a call or send an email just by clicking an Office Communicator presence icon next to a colleague’s name. The presence icon is an indication of the colleague’s availability and willingness to communicate and lets the others choose the time and the best means to contact him.

Integration with Office Communication Server allows a Synergy Enterprise user to contact the document editor directly from a document, a member of the project directly from a project card, an account manager directly from a card of a customer and a colleague that has a follow up action pending directly from the request.

 

Implement Synergy Enterprise faster and with less hassle

templatingToolScreenshotConsultants busy with Synergy Enterprise implementations can use a new tool to create best practice templates for typical customer cases.

Using the tool, a consultant can build start pages linked to documents and requests in one Synergy Enterprise environment and
save them into templates. He can import these templates into a customer’s Synergy Enterprise environment during the implementation and update the templates with new configuration data. Templates can also be shared with colleagues.

Additionally, the tool simplifies the job of internal IT staff that needs to migrate changes between separate development, test and production Synergy Enterprise environments.

The configuration tool is the foundation of Exact’s Business Made Easy offering.

 

Do less manual work when creating requests

Attachments in new requestTo make the day-to-day work of a regular Synergy Enterprise user easier, two improvements have been added to requests:

It is now possible to attach files to a request without creating a document first. If a support desk employee wants to share a screenshot with a colleague, he only needs to create a task and attach an image directly to it.

Secondly, all fields are now duplicated when a copy of a request is created, including remarks and attachments. As a consequences, remarks in a sales cycle are accumulated and retained in each of the stages.

A typical Synergy Enterprise user usually creates a lot of requests. Now he save a few precious minutes every time he does it.

Photo credit: re-ality

 

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Comments (5)

  • Arco

    |

    It you need any input or additional suggestions feel free to contact me, I have some ideas on how to move forwrd with e-Synergy.
    good luck
    Arco

    Reply

  • Exact User

    |

    Hi

    Route incoming invoices from Exact Globe and follow up on them easily – I assume this relates to Incoming Invoice Register the chargeable Exact Add On?

    Reply

  • Ronald Voets

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    @Exact user,
    Indeed it refers to Incoming Invoice Register in Synergy Enterprise. This is not an add-on or building block, but a (chargeable) module in Synergy Enterprise.

    Reply

  • Ed van Paassen

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    Hi Ronald,

    a lot of customers are waiting for the availibility of IIR for Syn Enterprise. When can we expect to purchase it ?

    Reply

  • Ronald Voets

    |

    Hi Ed,
    IIR for Synergy Enterprise is available as per product update 242. That update is currently in controlled release and will be general available soon. That means you can place your purchase order for IIR today :-)

    Reply

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